The strength of Lorillard's Newport brand makes the cigarette manufacturer an appealing takeover target. But even without a deal, Lorillard is a cheap stock that deserves to be trading some 30% higher.

The uncertainty over Ener1's future has knocked the stock down well over 50% from its high. If the company wins a federal loan, it could be viable. If not, it faces tough going.

Kostin maintains a "dividend growth basket" of 35 stocks, based on yield levels and on analyst- and market-based forecasts of dividends, which institutions can trade over the counter. It stands to reason that these stocks should, over time, win a valuation premium in a yield-starved world. Some of the noteworthy names on the list are McGraw-Hill (MHP), Northrop Grumman (NOC), United Technologies (UTX), and Darden Restaurants (DRI).

Kostin maintains a "dividend growth basket" of 35 stocks, based on yield levels and on analyst- and market-based forecasts of dividends, which institutions can trade over the counter. It stands to reason that these stocks should, over time, win a valuation premium in a yield-starved world. Some of the noteworthy names on the list are McGraw-Hill (MHP), Northrop Grumman (NOC), United Technologies (UTX), and Darden Restaurants (DRI).

Kostin maintains a "dividend growth basket" of 35 stocks, based on yield levels and on analyst- and market-based forecasts of dividends, which institutions can trade over the counter. It stands to reason that these stocks should, over time, win a valuation premium in a yield-starved world. Some of the noteworthy names on the list are McGraw-Hill (MHP), Northrop Grumman (NOC), United Technologies (UTX), and Darden Restaurants (DRI).

Kostin maintains a "dividend growth basket" of 35 stocks, based on yield levels and on analyst- and market-based forecasts of dividends, which institutions can trade over the counter. It stands to reason that these stocks should, over time, win a valuation premium in a yield-starved world. Some of the noteworthy names on the list are McGraw-Hill (MHP), Northrop Grumman (NOC), United Technologies (UTX), and Darden Restaurants (DRI).

Risky Russian shares may pay off, long term. For intrepid investors, giant energy firms like Gazprom (OGZPY) and Lukoil (LUKOY), food-producer Wimm-Bill-Dann (WBD) and steel maker Severstal (CHMF.Russia) are worth further scrutiny. But the payoff could take awhile.

Risky Russian shares may pay off, long term. For intrepid investors, giant energy firms like Gazprom (OGZPY) and Lukoil (LUKOY), food-producer Wimm-Bill-Dann (WBD) and steel maker Severstal (CHMF.Russia) are worth further scrutiny. But the payoff could take awhile.