PowerTalk

Joining me on PowerTalk today is Ed Bilek, the head of U.S. shareholder services  for Banco Bilbao Vizcaya Argentaria SA (BBVA). While you may find it hard to believe, BBVA is arguably the next big bank you’ve probably never heard of. Before we get to why that is, let’s step back a bit and talk talk one of my   -- PowerTrends -- The Rise and Fall of the Middle Class. That PowerTrend -- of my Great 8 PowerTrends -- looks to capitalize on those companies positioned to benefit from rising disposable incomes in the emerging markets as well as gains in more mature markets, like here in the U.S. or the Eurozone. What would make a company even more interesting and the opportunity to own its shares even sweeter is if the businesses is is benefitting from a regional to national strategy. A great example of this is Starbucks (SBUX), which is going from a regional presence to a more national one in China. Starbucks recently opened its 1000th store in China during the June quarter, and aims to have 1,500 locations thro