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On November 11, Chinese consumers spent an astounding $14.3 billion on Singles Day, a number that dwarfs the Black Friday to Cyber Monday shopping binge in the U.S. The founders of the Day thought that the date 11/11 looked like trees with no branches and Singles Day began as an ironic way for unmarried and unattached people to give themselves a present (because there was nobody else to give them one).

With Northrop Grumman (NOC), we come to a stock that illustrates a point of real conflict between value and growth investors.

The Contrary Opinion Forum, a gathering of independent-minded investors, has been going on for more than 50 years.

Today I am going to highlight some of our best advice from the second quarter of 2011.

A look at the third quarter, July though September, when the market plunged.

Last month, I wrote a column titled, “The Best Infrastructure Stocks for 2017.” Readers liked it. So today I have more infrastructure stocks to recommend.

When investors perceive risk to be greatest (when the economic news is horrible) is when risk is actually lowest.

Two high-quality companies with low PEG ratios are Caterpillar (CAT) and Cummins (CMI).

Financial stocks, as a group, are undervalued, with strong expected earnings growth, bullish price charts and prospects of upward earnings revisions as interest rates rise. Today’s Portfolio Changes: BigLots (BIG) moves to a Hold, and D.R. Horton (DHI) increased its dividend.

While today brings an unexpected new political reality, markets around the world are already adjusting to the new order.

My stock idea is, very simply, the #1 stock on my watch list right now. The company sports most of the characteristics of past leaders--fast sales and earnings growth, healthy profit margins, a unique position in a mass market, and a huge opportunity for growth going forward.

Bailout, bailout, bailout ... it’s all bailout all the time these days, with every news organization (financial or otherwise) reporting rumors and innuendos from every politician regarding the government’s bailout package. Of course, the plan hit the fan in the House of Representatives on Monday afternoon, though the Senate passed it last night. The House is expected to vote again by Friday.

I’m looking forward to cloud computing innovations, especially from these two leading companies: Google and Research in Motion.