Nicholas Vardy
A Hidden Caribbean Gem
The best investment opportunities are often those that are the least observed. This week’s Global Bull Market Alert pick is just such a hidden gem.
A Bet on Latin America’s Cell Phone Giant
Mexican billionaire Carlos Slim vies with India’s Lakshi Mittal as the world’s third-wealthiest man, just behind Bill Gates and Warren Buffett. While Mittal made his fortune in steel, Slim prospered through his Latin American telecommunications empire that includes our new Global Bull Market Alert pick, America Movil (AMX).
Portfolio Update: Preparing for the Q4 surge.
With the majority of our positions already showing a profit, we are entering what traditionally has been the most profitable time of the year in Global Bull Markets. And with global markets performing better than expected in September, all signs point toward big gains in fourth quarter 2006.
Riding the Chinese Dragon
As we enter the fourth quarter, it’s time to start re-jigging our portfolio toward stocks that benefit the most from what has traditionally been the strongest time of the year for Global Bull Markets. With the Chinese stock market having emerged from its five-year funk this year, China certainly is one of the hottest investment themes around. This week’s Global Bull Market Alert pick, China Life (LFC), is the best and safest bet on this sizzling market.
Betting on the New Swedish Model
In the fast-paced world of global investing, political revolutions can mean big stock market gains. The Reagan Revolution in the United States unleashed an era of strong economic growth and strong stock market performance, following decades of stagnation. Ditto for the United Kingdom, Ireland and Australia, where economic reforms were followed quickly by big bull markets and big profits for investors who got in on the game early.
A Brazilian Bet on China
Take a tour of Brazilian aircraft manufacturer Embraer’s (ERJ) mammoth hangar in S£o Jos© dos Campos and you’ll see dozens of freshly painted aircraft emblazoned with familiar logos such as Jet Blue, United Express and Delta Connection. As the world’s fourth-largest civil aircraft manufacturer — and with more than 1,000 of its planes in service across the globe — Embraer is the only company to break into the global commercial jet market successfully during the last 30 years. But that doesn’t mean that the company has had it easy. Rising fuel costs, stiff competition and terrorism concerns have made this line of business one of the toughest around.