Nicholas Vardy
Book Triple-Digit Profits On Two Recent Global Bull Picks
Looking at the headlines, it may not feel like it, but the Global Bull is back…
GLOBAL STOCK INVESTOR HOTLINE UPDATE 29
The Federal Reserve’s interest rate cut yesterday is the trigger we needed to re-enter our positions in the global stock markets. So today we are moving all of the stocks from our “watch” list back on to our “buy” list. I believe that the downside risk in the markets now is considerably more limited than at any other time in the last two months. And with the fundamentals of all of our global megatrends still intact, we can expect our Global Stock Investor picks to perform strongly as we move closer to the traditional fourth quarter rally in global markets.
Back To The USSR… With A Vietnamese Accent
Russian President Vladimir Putin’s recent political posturing on the world stage may remind observers of the Soviet Union’s posturing during the Cold War. But Russian companies also are reasserting themselves — and making a mint — as they begin to expand beyond the borders of the Russian motherland. Combine this new assertiveness with the advance of the fastest-spreading technology in history — the cell phone — and you get an almost perfect investment case for Russian cell phone company, Vimpel-Communications (VIP) (“VimpelCom”) — a stock that has more than doubled since I first recommended it in Global Bull Market Alert last year. Although we were stopped out of VimpelCom in June, here’s why I think this is a terrific time to get back into this Russian cell phone giant.
GLOBAL STOCK INVESTOR HOTLINE UPDATE 28
Our bet that Week 36 was to be one of the single, worst-performing weeks of the year for equities was spot on. Sharp sell-offs in the market confirm that market skittishness is still weighing in stocks, even as the global megatrends that underlie our stock picks remain intact. With September the weakest month, let’s hold off on moving back into the markets for now. Once we have the Fed rate decision next week, we will have a clearer view of how to move ahead.
Bulk Up With Big Shipping Profits
Dry-bulk shipping would not win any awards for “sexiest investment sector” — that is, until you look at your investment returns in the sector over the past year or so. Once you shift your attention away from the headlines and the hand-wringing surrounding U.S. subprime credit woes — specifically, to the Baltic Dry Index — you get an entirely different view of both the sector and the world economy.
GLOBAL STOCK INVESTOR HOTLINE UPDATE 27
As the summer winds down and we move into the fall, volatility in global markets seems to be ebbing. Many of the stocks on our Global Stock Investor watch list are resuming their movement upward as the global megatrends that underlie our stock picks remain intact. That means that we will be looking to re-enter the markets soon.