The Global Contrarian report builds on the success of the domestically focused Contrarian Research Report by identifying companies primarily in Western Europe and Asia whose financial success in truly independent from the fluctuations in the U.S. economy.  Given the rising correlation between the MSCI-EAFE and S&P 500 indices over the last ten years, it could be argued that portfolio managers seeking to diversify internationally have gradually lost their ability to lower volatility through the purchase of foreign equities. The Global Contrarian avoids companies that rely heavily on U.S. operations or are vulnerable to a slowdown in the U.S. export market.  In order to qualify for recommendation, each company must meet the proven investment criteria of high and sustainable returns on invested capital, enabling them to act as compounding investment vehicles. The service focuses on companies with under-developed or undiscovered natural resources; monopoly, oligopoly or consolidating industry structures; with benefical exposure to the long term impact of emerging economies.

The Global Spin-Off Report, produced by Horizon Research Group, identifies and analyzes all publicly announced spin-offs outside the United States. Coverage of each spin-off begins upon announcement, and continues through at least first quarter of trading as a indepedent company.  A monthly Global Spin-Off Calendar monitors the status of each transaction, and updates any relevant information such as the timing of the spin-off and share distribution ratios. A full summary and opinion on the spin-off is also provided. Updates are continually published to highlight trading ideas in situations where pricing and value anomalies exist.