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Making the case for Japanese small caps

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"I'm convinced we're witnessing the lowest-risk, highest-reward trade in 61 years." That's what I told WSD Insider subscribers regarding Japan back in December 2011. Unsurprisingly, many balked at my assertion. Too many pundits for too long had been predicting the same turnaround for this country's stocks. And every time, one never materialized. But guess what? This time - dare I say it - could end up being different. And that's because the specific Japanese stocks I recommended are showing signs of a breakout. They're on a record-setting tear, up 26 days in a row, in fact. It's not just a glitch, either. There's momentum, valuation and positive fundamentals driving it home. So, surprising as it might seem. (SeekingAlpha)

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