The valuation model over at ValuEngine.com still loves Brazil and China, but for the first time this week we have a Russian telecom on the list and India IT giants Infosys and Wipro make a come back after a good month off the buy list.

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But this theme highlights a very basic lesson just because consumers buy a product, it does not make supplying it a good business.

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Maybank's good credit quality and strong franchise, he says, make it a buy.

CNN: K.L.'s Bargain Banks

Good news for the investors: history shows that those who buy bankrupt teams make a lot of money although not as much as the stock market.

FORBES: Buying A Bankrupt Baseball Team Is A Good Investment

If you happened to buy last year's stocks, a good move now would be to make a tax-loss sale of the laggards and use the proceeds to help pay for this year's crop.

FORBES: Smart Money

For Alcan to buy a European firm like Pechiney or Algroup makes perfect sense: either would make a good fit with its existing lines, and give it the global reach it now lacks.

ECONOMIST: Aluminium

What can you do, spending as little money as humanly possible, to gather a persuasive body of evidence that the customers will really buy your product or service at a good enough price, in enough volume to make your idea worth executing?

FORBES: Are You Making Something Usable? Part 4 -- But Is It Valuable?

When we are going through our analysis on stocks to buy, it is not what we make our sole decision on, but if it has a good current dividend yield, that is attractive to us in this slow growth environment.

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