Nicholas Vardy
BETTER THAN BUFFETT
The fourth quarter and the first month of the year are traditionally the strongest months for Global Bull Markets. And we’ve been successful in generating double- and triple-digit gains in Sify, Elan, America Movil, and Mitsubishi UFJ in the past few weeks. Even with the end of January approaching — and recent jitters in global equity markets — plenty of new opportunities remain to generate strong Global Bull Market profits.
GOLD: A SAFE HAVEN
The Japanese market rose 27% in dollar terms in 2005 and was the darling of developed international markets. We’ve ridden the last two months of this wave with our investment in megabank Mitsubishi Financial Group (MTU), in which we’ve made close to 10% on the stock (a 46% annualized gain) and taken profits on half our options for a profit of 56%.
Celebrate Dow 11,000 by Taking 73% Profits
While U.S. investors were celebrating Dow 11,000, investors south of the border were celebrating another record on the Mexican index — just a hairsbreadth under 19,000! The Mexican benchmark IPC has already risen 6.7% in 2006.
The Best Game in Asia
With the new generation of game consoles like Microsoft¢â‚¬â„¢s Xbox on the market, and Sony¢â‚¬â„¢s new PlayStation to be released in the spring, Asian online game developers have been among the hottest stocks in Global Bull Markets.
Profit like it’s 1999
Our India-based Internet play Sify (SIFY) continues to skyrocket, with the stock up almost 12% in the last four trading days. We’ve already taken 88% profits on one-half of our options. Let’s sell our remaining options to lock in a 222% gain.
Banking on the Korean Market…
South Korean export giants Samsung Electronics Co. and Hyundai Motor Co. are by now familiar names to most Americans. Yet it is the less well-known South Korean banks that have been the best bet for investors. While the South Korean market has been up about 50% over the past 12 months, many banking shares have doubled in value.