TheStockAdvisors.comTheStockAdvisors.comThe Top Stock Picks from The Nations Top Stock Pickers Articles
Outsourcing gains with Infosys (INFY)
2008-08-08 07:00:00 Leading global stock expert John Christy (http://www.thestockadvisors.com/ccount/c lick.php?id=2252) sees opportunnity in India's Infosys Technologies (http://www.thestockadvisors.com/quote.ht m?sym=infy) (NASDAQ: INFY (http://www.thestockadvisors.com/quote.ht m?sym=infy)). Here's the latest from Forbes International Investment Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2252)."Indian stocks have been pummeled this year, down 42% since Jan.1,the worst performance ofany country in MSCI’s emerging markets universe."But one ofIndia’s best-known companies is holding up surprisingly well.Shares ofInfosys Technologies are off just 5% since the start ofthe year. "Investors once penalized Infosys during India’s bull run because it wasn’t a pure enough play on India. Only 2% of Infosys’ revenue comes from its home market."But as emerging market investors become more selective and put more emphasis on quality, Infosys’ global reach may ... More About: Outsourcing
Gold: Preparing to rise
2008-08-08 07:00:00 "Although I have been forecasting that gold could fall as low as $800 during the summer, the metal is now preparing for a move up to $1,500," says Larry Edelson (http://www.thestockadvisors.com/ccount/c lick.php?id=2250) in Real Wealth (http://www.thestockadvisors.com/ccount/c lick.php?id=2250)."The only way to truly understand the U.S. economy — what’s happening, why, and where it’s headed — is to look at asset prices in terms of gold, the world’s only real form of money."At the end of 2001, $10,000 in the DJI would have bought 35 ounces of gold. Now, it even 11.6 ounces. In other word, the Dow has lost a whopping 72% of its purchasing power in real terms, when compared to gold."We are in just the beginning phase of an unprecedented inflationary depression in the U.S. — and the next explosive phase of the bull market in gold and natural resources."The Treasury bond market is a monstrous disaster about to implode. There is no way overseas investors ... More About: Gold , Rise
Oberweis on oil: A long-term overview
2008-08-07 07:00:00 Though best inown for his expertise in assessing small cap growth stocks, Jm Oberweis Jr. (http://www.thestockadvisors.com/ccount/c lick.php?id=2248) is also a top-notch analyst and money manager with keen insights on macroeconomic events.Here, the editor of The Oberweis Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2248) takes a look at the fundamentals and psychology underlying the oil markets, offering a look at the likely long-term outlook for oil and select oil service stocks."Look no further than the crude oil market for a case study in price volatility and rapidly changing investor sentiment. One month ago, in the face of $147 crude oil, the bulls were stampeding and brazenly promoting price targets of $200, $250, or more."Politicians were assailing the dreaded 'speculator,' likely because it’s easier to blame a fictional villain than look in the mirror and accept responsibility for contributing to an inept (or arguably non-existent) national ener... More About: Long , Term , Overview
Bet on biopharmaceuticals
2008-08-07 07:00:00 Richard Schmidt (http://www.thestockadvisors.com/ccount/c lick.php?id=2243) has added "biopharmaceutical" play Immunosyn (http://www.thestockadvisors.com/quote.ht m?sym=imyn) (NASDAQ: IMYN (http://www.thestockadvisors.com/quote.ht m?sym=imyn)) -- a low-priced, small cap stock -- to the buy list of his Stellar Stock Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2243). Here's his latest."We’re looking at market sectors that are going to make money even during inflationary times and one of those areas is health care. No matter what kind of economic environment we’re in, people want to stay healthy. And within that sector, we have a new buy recommendation -- Immunosyn."Some areas of health care that are receiving a lot of attention are auto-immune diseases, infectious diseases, and neurological disorders. One disease in particular is becoming epidemic – multiple sclerosis (MS). And I’ve just found a special company that’s really making a diffe...
At home with housing ETFs
2008-08-07 07:00:00 "Housing has shown signs of bottoming along with some help from the Fed, Congress and the White House," says Jim Farrish (http://www.thestockadvisors.com/ccount/c lick.php?id=2247) in SectorExchange.com (http://www.thestockadvisors.com/ccount/c lick.php?id=2247). Here's a look at housing ETFs."If you listen to what is in the media or published on Wall Street you would believe there is still plenty of negative on the horizon. We bellieve we are in the process of building a bottom. "No, I don’t think next month everything will peachy, but I do expect this to continue to improve. If that is the case and we are willing build long term positions then here is an opportunity worth researching. "There are two pieces here to review the first is the weekly PHLX housing sector index; since hitting its highs in June 2005, we have moved from high of 285 to a recent low of 98. That is nearly 65% peak to trough. "Second the Dow Jones homebuilder index weekly chart has moved from a high of ... More About: Home
A look at Lockheed (LMT)
2008-08-06 07:00:00 "Partial insulation from the economic slowdown, coupled with new military-aircraft programs, give Lockheed Martin (http://www.thestockadvisors.com/quote.ht m?sym=lmt) (NYSE: LMT (http://www.thestockadvisors.com/quote.ht m?sym=lmt)) attractive capital-gains potential over the next several years," says Richard Moroney (http://www.thestockadvisors.com/ccount/c lick.php?id=2246). In his top-notch Dow Theory Forecasts (http://www.thestockadvisors.com/ccount/c lick.php?id=2246), the advisor explains, "A diversified business mix provides investors a measure of safety in a difficult economic climate. The stock is a Focus List Buy.""Lockheed seems well-positioned with regards to the U.S. defense budget, with very little exposure to Iraq. The company is capable of growing profi ts even if the new U.S. president pulls troops out of the country. "While defense-spending growth is likely to slow in coming years, ongoing security threats and the need to replace aging equipment should keep ...
Global gains from four favorite Fidelity funds
2008-08-06 07:00:00 Jim Lowell (http://www.thestockadvisors.com/ccount/c lick.php?id=2242) is known for his expertise in assessing mutual funds; in particulre, he is the newsletter advisory world's leading authority on Fidelity funds.In his Fidelity Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2242), he recently conducted his mid-year ranking of Fidelity managers. Here, we look at four favorite funds with top-rated managers that also offer global diversification."Stephen DuFour, manager of Fidelity Focused Stock (http://www.thestockadvisors.com/quote.ht m?sym=ftqgx) (FTQGX (http://www.thestockadvisors.com/quote.ht m?sym=ftqgx)), is no stranger to our ranking top notches. He took over this fund in March last year, and turned its performance up a notch (finishing the year up 17% vs. .5.5% for his S&P 500 benchmark): Bam! "With 52 holdings, this fund is focused. His top 10 basically says it all – a diversified play on global growth in a stock picker’s portfolio: Southwestern ... More About: Global , Favorite , Funds
IBM: Best of the blue chips
2008-08-06 07:00:00 Leo Fasciocco (http://www.thestockadvisors.com/ccount/c lick.php?id=2245) specializes in finding stocks that are breaking out from technical basing patterns. One such stock is IBM (http://www.thestockadvisors.com/quote.ht m?sym=ibm) (NYSE: IBM (http://www.thestockadvisors.com/quote.ht m?sym=ibm)). Here's the latest from his Ticker Tape Digest (http://www.thestockadvisors.com/ccount/c lick.php?id=2245)."IBM is one of the best of the blue chips. The stock's long-term chart show the stock now challenging its all-time high. It has just edged out from an eight-week, cup-and-handle base today. "The stock has made a 52-week high and is in position to make an all-time high. It just needs to get over the high of 139.18 set in July of 1999. "IBM is one of the largest IT solutions providers in the world. It designs computer systems and software and provides related services. Its hardware products account for 22% of sales. "IBM is also a leader in middleware software (20% of sales), which ... More About: Blue , Chips , Blue Chips
Speculative flyers: Delta (DAL) and US Airways (LCC)
2008-08-05 07:00:00 "If there’s one sector that stands to benefit handsomely from a further slide in oil or, at least, a moderation in crude’s rally: the airlines," explains energy sector expert Elliott Gue (http://www.thestockadvisors.com/ccount/c lick.php?id=2240). In The Energy Strategist (http://www.thestockadvisors.com/ccount/c lick.php?id=2240), he says, "Airlines may make a terrible long-term investment but can be an outstanding short-term trade." Here he looks at Delta Air Lines (http://www.thestockadvisors.com/quote.ht m?sym=dal) (NYSE: DAL (http://www.thestockadvisors.com/quote.ht m?sym=dal)) and, for the even more speculatively-inclined, US Airways (http://www.thestockadvisors.com/quote.ht m?sym=lcc) (NYSE: LCC (http://www.thestockadvisors.com/quote.ht m?sym=lcc))."Some investors will rightfully cringe from any mention of this sector; after all, the airlines have consistently lost money throughout their post-deregulation history. "Most of the majors have declared bankruptcy on multiple... More About: Flyers
YUM: 'World class leadership'
2008-08-05 07:00:00 "I think now is a particularly opportune time to buy the world’s largest fast-food company, YUM! Brands (http://www.thestockadvisors.com/quote.ht m?sym=) (NYSE: YUM (http://www.thestockadvisors.com/quote.ht m?sym=yum)) ," says Louis Basenese (http://www.thestockadvisors.com/ccount/c lick.php?id=2239).The associate investment director and contributing editor to The Oxford Club (http://www.thestockadvisors.com/ccount/c lick.php?id=2239) observes, "YUM Brands operates 35,000 restaurants under the KFC, Taco Bell and Pizza Hut brands.:" Here's his review of the firm's outlook, including its expanding role in China."For starters, YUM keeps extending its streak of impressive results. For the seventh quarter in a row it beat expectations. "Earnings per share increased 16% for the quarter and 28% year-to-date. Not to be overlooked either is the fact YUM raised guidance. Again. "This quarter, fewer than 5% of companies in the S&P 500 can boast this triple whammy (beating earnings ... More About: World , Leadership , Class
Bernie's bets: A trio of trades
2008-08-05 07:00:00 In his "Master Portfolio," Bernie Schaeffer (http://www.thestockadvisors.com/ccount/c lick.php?id=2238) offers short-term, technical and contrarian-based trading ideas. Here's a trio of recent trades from his Schaeffer Research (http://www.thestockadvisors.com/ccount/c lick.php?id=2238) service."I initiated a long position in Overseas Shipholding Group (http://www.thestockadvisors.com/quote.ht m?sym=osg) (NYSE: OSG (http://www.thestockadvisors.com/quote.ht m?sym=osg)). The stock is trading near possible support from its 160-day and 200-day moving averages. "Option speculators are pessimistic. The put/call open interest ratio is 1.94, a reading that is higher than 81% of those taken during the past year. "Short interest has increased by more than 15% during the past 2 weeks. A rise in the shares could lead to a short-covering rally. Analyst upgrades are a possibility for OSG, as 4 of 6 analysts who cover the stock rate it a “hold” or worse."I have also initiated a long p... More About: Bets , Trio
Ken Kam: Follow the 'Best'
2008-08-05 07:00:00 A-Power Energy Generation Systems, Ltd. (http://www.thestockadvisors.com/quote.ht m?sym=apwr) (NASDAQ: APWR (http://www.thestockadvisors.com/quote.ht m?sym=apwr)) s a small-cap, heavy electrical equipment company that specializes in distributing power in China. "They design and create micro power grids that balance power demand and provide automatic control systems."The 'Best' investors recently increased holdings by 40% while the 'Rest' decreased their holdings by 19%. The Best Investors began purchasing APWR in Jan. 2008 at $14 and a few would sell some in May 2008 at $22. "The bet has really paid off for some, as the stock has recently hit a 52 week high of $31.89. Perhaps the Best Investors hope for a bit more luck, as they have purchased more shares of APWR in the past two weeks."King Pharmaceuticals (http://www.thestockadvisors.com/quote.ht m?sym=kg) (NYSE: KG (http://www.thestockadvisors.com/quote.ht m?sym=kg)) is a mid-cap, Tennessee-based, pharmaceutical company...
Five Strategies for a rough market
2008-08-05 07:00:00 "We've come up with five ways to protect you assets and still make a little money during these rough market environments," says Glenn Rogers (http://www.thestockadvisors.com/ccount/c lick.php?id=2241). The market analyst and contributing editor to Internet Wealth Builder (http://www.thestockadvisors.com/ccount/c lick.php?id=2241) looks at raising cash, hedging energy and basic materials, and rotating into health care and financials. Here's his five-point plan to "make it through the next few months.""These last few weeks have been about as difficult a period as I can remember for trying to make money in the stock market, whether your view is short or long term."So what should we be doing now? I decided a strategic overview would be useful; I have been using these strategies myself in an effort to protect capital and position my portfolio for (hopefully) better times ahead."Raise cash. Reduce or sell some of your bigger gainers and losing stocks that are unlikely to rebound an... More About: Market , Strategies
Single letter stock values: A. C. F, K & M
2008-08-04 07:00:00 "One group of stocks that has always intrigued us are those whose symbols have one letter," notes George Putnam (http://www.thestockadvisors.com/ccount/c lick.php?id=2228). who offers a fascinating review of 9 such single letter stocks. In his The Turnaround Letter (http://www.thestockadvisors.com/ccount/c lick.php?id=2228) he says, "These stocks have been beaten down pretty badly and now look particularly appealing." Here's a look at 5; the rest are featured in our following post."Agilent Technologies (http://www.thestockadvisors.com/quote.ht m?sym=a) (NYSE: A (http://www.thestockadvisors.com/quote.ht m?sym=a)), which makes electronic and bio-analytic measuring devices, was spun out of Hewlett-Packard in 1999. Revenues surged in 2000 as did the stock price, reaching a lofty 162. "But the company subsequently suffered along with its customers in the communications and technology sectors. However, the financials are sound, including strong cash flow that is supporting a $2 billion... More About: Stock , Single , Values
Single letter stock values: N, Q, S & T
2008-08-04 07:00:00 George Putnam (http://www.thestockadvisors.com/ccount/c lick.php?id=2228) continues his look at stocks with single letter symbols, noting, "Odd as this idea may at first seem, it actually makes some sense for a deep value investor."In The Turnaround Letter (http://www.thestockadvisors.com/ccount/c lick.php?id=2228) he says, "These are often old-line companies with well-known brand names. In some cases the single letter symbols were awarded many decades ago." Here's 4 more "singular" ideas."NetSuite (http://www.thestockadvisors.com/quote.ht m?sym=n) (NYSE: N (http://www.thestockadvisors.com/quote.ht m?sym=n)) is the youngest of the single letter stocks. The provider of on-demand business management software went public in late 2007. (The N symbol formerly belonged to Inco, a nickel producer that was acquired in 2006.) "After rallying to nearly $46 in its first few weeks, the stock declined sharply and has bounced around the $20 level for the last several months. While its operating ... More About: Stock , Single , Values
IQ Trends: Banking buy list
2008-08-04 07:00:00 "Financials have staged an impressive rally from extremely oversold levels," says Kelley Wright (http://www.thestockadvisors.com/ccount/c lick.php?id=2237), editor of the top-rated IQ Trends (http://www.thestockadvisors.com/ccount/c lick.php?id=2237). Here's his top long-term buys among banks."It is increasingly evident that the banking sector is dividing into two distinct camps; the have’s and the have not’s. "The 'have's' are Bank of America (http://www.thestockadvisors.com/quote.ht m?sym=bac) (NYSE: BAC (http://www.thestockadvisors.com/quote.ht m?sym=bac)) and Wells Fargo (http://www.thestockadvisors.com/quote.ht m?sym=wfc) (NYSE: WFC (http://www.thestockadvisors.com/quote.ht m?sym=wfc)) in the big cap area; SunTrust (http://www.thestockadvisors.com/quote.ht m?sym=sti) (NYSE: STI (http://www.thestockadvisors.com/quote.ht m?sym=sti)) and BB&T Corp. (http://www.thestockadvisors.com/quote.ht m?sym=bbt) (NYSE: BBT (http://www.thestockadvisors.com/quote.ht m?sym=bbt)... More About: Banking , List
China real estate: Believe in TAO
2008-08-04 07:00:00 "I think the fundamentals behind China 's real estate market are terrific," says Tony Sagami (http://www.thestockadvisors.com/ccount/c lick.php?id=2233). Here, in The Asia Stock Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2233), he looks an ETF that offers an easy way to play the trend."For several years, Chinese real estate has been red hot because of the biggest building boom in mankind's history. "I've seen estimates say as many as 70% of all the construction cranes in the world are on Chinese soil. Every time I go back, I see new buildings that weren't there six months ago. The pace of construction is unbelievable."Compared to the U.S. market, where home sales and prices have been falling, the Chinese residential market has remained strong. "That's largely because 80% of all home purchases in China were bought with 100% cash last year. In other words, China simply doesn't have the same sub-prime woes and default problems that we do."Paying al... More About: Estate , Real Estate , Real
Wells Fargo (WFC): Bank with Buffet
2008-08-01 07:00:00 "Wells Fargo (http://www.thestockadvisors.com/quote.ht m?sym=wfc) (NYSE: WFC (http://www.thestockadvisors.com/quote.ht m?sym=wfc)) reported excellent numbers and also hiked their dividend," says Stephen Leeb (http://www.thestockadvisors.com/ccount/c lick.php?id=2234). Here he looks at one of his core portfolio holdings in The Complete Investor (http://www.thestockadvisors.com/ccount/c lick.php?id=2234)."Keep in mind that more write-offs will no doubt be reported from the banking sector in the coming quarters. But while we may not have seen the bottom in the banking sector just yet, with the group trading at less than 10 times earnings, the downside risk is probably quite limited. "Meanwhile, Wells Fargo also surprised everyone by raising its dividend 10%. The higher dividend temporarily put the yield on WFC shares over 5%. "If the company's managers were really worried that spiraling bankruptcies and mortgage delinquencies could seriously affect it, they would be hoarding cash by c... More About: Bank , Buffet
Schwab (SCHW): 'Bucking the trend'
2008-08-01 07:00:00 "Normally, during bear markets, we avoid brokerage stocks," says Mark Skousen (http://www.thestockadvisors.com/ccount/c lick.php?id=2236) in Hedge Fund Trader Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2236), "But Charles Schwab (http://www.thestockadvisors.com/quote.ht m?sym=schw) (NASDAQ: SCHW (http://www.thestockadvisors.com/quote.ht m?sym=schw)) has bucked the trend.""We officially are in a bear market, but the recent dramatic rally demonstrates the danger of selling the market short after a long decline. So we continue to look for unique buying opportunities. There's always a bull market somewhere."Normally, during bear market periodss, brokerage stocks fall sharply as investors tend to withdraw from the stock market. But Charles Schwab has bucked the trend, and with good reason."Founder Charles Schwab returned as CEO in 2004, and has done a terrific job in turning the company around. As a result, the stock gradually has recovered. "This trend is likely to cont... More About: Trend
Analog Devices (ADI): Beyond digital
2008-08-01 07:00:00 "Most people think that analog is dead," notes wireless sector expert Nikhil Hutheesing (http://www.thestockadvisors.com/ccount/c lick.php?id=2226), adding "But analog is still a rapidly growing part of the semiconductor business."In his Forbes Wireless Stock Watch (http://www.thestockadvisors.com/ccount/c lick.php?id=2226), he explains, "And there is really only one company that provides a soup to nuts analog system for wireless infrastructure products.: that company is Analog Devices (http://www.thestockadvisors.com/quote.ht m?sym=adi) (NYSE: ADI (http://www.thestockadvisors.com/quote.ht m?sym=adi)).""Digital chips, which store data in ones and zeroes, operate by differentiating between on and off signals. "Analog chips, by contrast, process gradations and are able to process waveforms such as speech, music and video. So analog chips create a bridge to the digital world where data is stored and manipulated. "Digital chips themselves are ill-suited for communicating.As digital circuits...
ENSCO (ESV): A 'winner' in deepwater driller
2008-08-01 07:00:00 "Large oil discoveries in deep-water off the coast of Brazil has triggered another major long-term round of contracts for the leading international drillers," says Eric Roseman (http://www.thestockadvisors.com/ccount/c lick.php?id=2235).The editor of Commodity Trend Alert (http://www.thestockadvisors.com/ccount/c lick.php?id=2235) explains, "This bull market is accelerating and we must grab it by the horns now." Here, the resource expert looks at ENSCO International (http://www.thestockadvisors.com/quote.ht m?sym=esv) (NYSE: ESV (http://www.thestockadvisors.com/quote.ht m?sym=esv))."The Brazilian find sits thousands of feet below the surface and only the major drillers can get to that oil. Other fields in Russia, the North Sea and off the coast of Indonesia require the drillers. "The order backlog has become enormous and following the Brazilian offshore find, will create an even deeper backlog. It's time to boost our allocation to the oil equipment and services companies."."The lead... More About: Winner
Tiffany (TIF): 'Blue box' buy
2008-07-31 07:00:00 "Tiffany & Co. (http://www.thestockadvisors.com/quote.ht m?sym=tif) (NYSE: TIF (http://www.thestockadvisors.com/quote.ht m?sym=tif)), founded in 1837, is a recent buy recommendation from value investor Charles Mizrahi (http://www.thestockadvisors.com/ccount/c lick.php?id=2231). In his Hidden Values Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2231) he looks at the high-end retailer."Tiffany and Co. is a jeweler and specialty retailer whose merchandise offerings include an extensive selection of jewelry (83% of net sales in fiscal 2006) as well as timepieces, sterling silverware, china, crystal, stationery, fragrances and accessories. "Tiffany was founded in 1837 when Charles Lewis Tiffany opened a store in downtown Manhattan. Today, more than 150 Tiffany & Co. stores and boutiques serve customers in U.S. and international markets. "The company’s key growth strategies are to selectively expand its channels of distribution in important markets around the world withou... More About: Blue
Gold: Seasonal low is due
2008-07-31 07:00:00 "Although you will hear plenty of bearish arguments as gold prices pull back, weakness will be a buying opportunity," says Curtis Hesler (http://www.thestockadvisors.com/ccount/c lick.php?id=2230) in his The Professional Timing Service (http://www.thestockadvisors.com/ccount/c lick.php?id=2230)."It is very likely we will see a final break in gold; if the bears get the upper hand, there is an outside chance prices could fall as low as $875 basis the August futures."This will present a final opportunity before the late summer and early fall strength returns to precious metals. The coast is clearing for gold to advance to new highs by October when its next seasonal high is due."Longer-term, I can’t help but wonder if gold isn’t anticipating the next break in the dollar. We all should be thinking about the trillions of dollars in U.S. government unfunded liabilities for Medicare, Social Security, pensions, etc. There’s going to be a tsunami of dollars printed to cover a... More About: Gold , Seasonal
Stericycle (SRCL): Insiders keen on medical waste
2008-07-31 07:00:00 "Stericycle (http://www.thestockadvisors.com/quote.ht m?sym=srcl) (NASDAQ SRCL (http://www.thestockadvisors.com/quote.ht m?sym=srcl)) is a near-monopoly in an essential but unglamorous area, making its an excellent investment in an uncertain economy," says growth stock expert Dave Dyer (http://www.thestockadvisors.com/ccount/c lick.php?id=2227).In his Dave Dyer's Newsletter (http://www.thestockadvisors.com/ccount/c lick.php?id=2227), he states, "If you have something that is dangerous, contaminated, or nasty, and you want it to go away safely, you can rely on SRCL, the leader in medical waste.""I first recommended the stock almost a year ago, but there is so much good news that I thought this would be a good time to recommend it again."And while the stock's 12.4% gain since last August is not spectacular, the S&P 500 is down 14.1% over the same time period -- so SRCL has outperformed the market by a wide margin. "SRCL is North America's largest provider of medical waste se... More About: Medical , Insiders , Waste , Keen
Provident Energy (PVX): A 'Canadian Edge'
2008-07-31 07:00:00 Roger Conrad (http://www.thestockadvisors.com/ccount/c lick.php?id=2232) offers a specialized newsletter for sophisticated income investors; his Canadian Edge (http://www.thestockadvisors.com/ccount/c lick.php?id=2232), focuses on high yielding investments north of the border.Bucking the market trend, he notes that the nine Canadian oil and gas producers in his portfolio have returned nearly 50% in the first half of 2008. Here, he looks at Provident Energy Trust (http://www.thestockadvisors.com/quote.ht m?sym=pvx) (NYSE: PVX (http://www.thestockadvisors.com/quote.ht m?sym=pvx))."The 24% year-to-date return from Provident Energy Trust actually more out of step with the torrid gains in other oil and gas sector trusts. The question: Are there real reasons to expect these trusts’ first half 2008 underperformance to continue or even get worse? "If so, we don’t want to keep owning them. If not, there’s every reason to expect they’ll outperform in the second half. Fortu...
Investor tour to China
2008-07-30 20:41:00 Jim Trippon, editor of The China Stock Digest, is now scheduling his next investor tour to China. The two-week trip, October 8 - 21 will visit, Hong Kong, Shenzhen, Shanghai, Macau, Beijing and the Yangtze River Delta. Visit here for more (http://www.thestockadvisors.com/ccount/c lick.php?id=2229). More About: Tour , Investor
Next oil run soon to begin
2008-07-30 07:00:00 "The markets are treacherous right now; remain patient," says George Kleinman (http://www.thestockadvisors.com/ccount/c lick.php?id=2225). In Commodities Trends (http://www.thestockadvisors.com/ccount/c lick.php?id=2225), he suggests a move back to oil on the "first sign this correction is over.""Stocks appear to be short-term bullish and certainly could rally another couple hundred points or even double that, but much more than that will be required to turn this bear back into a new bull. And I don’t see that yet."What about commodities? Oil recently had the largest weekly price drop in its history. Recall, the same thing happened three years ago. In January, prices feel from $96.50 a barrel to below $85."Back then, folks were very worried that $100 a barrel might be a possibility. Today, even after this price break, $100 a barrel oil appears cheap. "The reason oil prices have risen as high as they have has less to do with US consumption (down about 500,000 barrels per day, or ...
Xinhuia China: Fabian focuses on FXI
2008-07-30 07:00:00 "When you own iShares FTSE/Xinhua China 25 Index (http://www.thestockadvisors.com/quote.ht m?sym=fxi) (NYSE: FXI (http://www.thestockadvisors.com/quote.ht m?sym=fxi)), you own the 'best-of-the-best' blue chip stocks traded in the Chinese market," says Doug Fabian (http://www.thestockadvisors.com/ccount/c lick.php?id=2224) in The ETF Trader (http://www.thestockadvisors.com/ccount/c lick.php?id=2224)."I had been waiting for what I thought would be the inevitable turnaround in Chinese stocks. Much to my dismay, that turnaround hadn’t really materialized -- that is, until now."For the past couple of months, the value of the iShares FTSE/Xinhua China 25 Index has undergone a prolonged move to the downside. "However, the recent strengthening in price has led me to believe that a short-term bottom may be in place for Chinese stocks. I now am recommending that you add the iShares FTSE/Xinhua China 25 Index to your portfolio."I like to say FXI is the Dow Industrials of China. This ...
The Presidential Cycle: The next four years
2008-07-30 07:00:00 Sy Harding (http://www.thestockadvisors.com/ccount/c lick.php?id=2223), long-known for his work in cycle analysis, takes a look at the history of Presidential Election Cycle s and what this portends for the next few years. Interestingly, he explains how and why this cycle should impact the direction of the stock market in coming years regardless of which candidate is in office. Here's his analysis from his Street Smart Report (http://www.thestockadvisors.com/ccount/c lick.php?id=2223)."As Paul Harvey once said, 'In times like these it helps to recall that there have always been times like these.' Yet the world hardly ever comes to an end. The future arrives. The cycles continue. Sunny weather still follows stormy weather, winter still follows summer, spring still follows winter - every time."For investors there’s nothing more important than recognizing that business, the economy, and markets also move in cycles, not endless straight lines. Recessions follow boom times... More About: Years
WuXi (WX): 'Secret weapon' in drug research
More articles from this author:2008-07-30 07:00:00 "WuXi PharmaTech (http://www.thestockadvisors.com/quote.ht m?sym=wx) (NYSE: WX (http://www.thestockadvisors.com/quote.ht m?sym=wx)) provides laboratory and manufacturing services for the drug and medical device R&D process," notes Jim Trippon (http://www.thestockadvisors.com/ccount/c lick.php?id=2222).In his The China Stock Digest (http://www.thestockadvisors.com/ccount/c lick.php?id=2222), he explains, "Because Chinese researchers receive much smaller paychecks than their Western counterparts, Shanghai-based WuXi is able to lowering the cost of this research." Here's his review."We have often heard major Western pharmaceutical companies complain of the extraordinary cost of discovering and developing drugs. "More costly than the laboratory infrastructure is the burden of paying for armies of highly trained, highly paid chemists, researchers, analysts and physicians. WuXi has become the secret weapon of many big name global pharmaceutical companies. "China educates tens of thousands... More About: Research , Secret , Drug , Weapon , Wuxi 1, 2, 3, 4, 5, 6, 7 |
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