Nicholas Vardy
GLOBAL STOCK INVESTOR HOTLINE UPDATE 41
The sharp drop in the markets after the Fed’s rate cuts yesterday distorted what was fundamentally a strong week for our Global Stock Investor picks.
Banking on Brazil — Part Two
This week revisits a theme from late October — one we were stopped out of in the recent market turmoil — but one that I believe will perform strongly during the next few weeks.
GLOBAL STOCK INVESTOR HOTLINE UPDATE 40
This week offered some terrific news, as two of your Global Stock Investor holdings — Potash (POT) and Millicom International (MICC) — soared to record highs. Potash jumped almost 11% on takeover rumors, and Millicom leapt more than 9% as Wall Street catches on to the global cell phone megatrend.
A Post-Thanksgiving Helping of Turkey and Locking in a Pair of Triple-Digit Gains
As long-time Global Bull Market Alert subscribers know, one of my favorite themes is the explosive cell phone use in emerging markets. You’ve made big profits with previous picks like Latin America’s America Movil (AMX), Millicom International (MICC), and one of our current picks, Russia’s Vimpelcom (VIP), which is up 25.76% since mid September. This week’s Global Bull Market Alert pick, Turkey’s leading mobile phone company, Turkcell (TKC) is a play on the same theme in a large, fast-growing emerging market with a population of more than 70 million.
GLOBAL STOCK INVESTOR HOTLINE UPDATE 39
It’s been another roller coaster week in global markets. After a strong rally last Friday, markets sold off sharply on Monday, only to recover strongly yesterday. Headlines lamenting the U.S. credit crisis notwithstanding, the fundamentals of the companies in your portfolio remain intact. Most of the holdings in the Global Stock Investor portfolio have held up well, as they are supported by the weakening U.S. dollar.
Profiting from the Collapse of the China Bubble
The recent boom in the Chinese stock market has a lot in common with the Internet of the 1990s. Like the Internet, China’s emergence has changed the way much of the world does business. And with the FTSE/Xinhua China 25 Index appreciating by nearly 600% in the last five years, just like the dot com days, it seems like any stock from China has been a no-lose investment. Finally, experienced investors — including yours truly in The Global Guru — have stood by shaking our heads as the market has continued to soar upward, in the face of all conventional measures of value.