"This is a time for defensive measures, and one defensive stock idea is Telefonica (TEF); based in Madrid, Spain, Telefonica is a world telecom leader, with more than 280 million customers in 25 countries," notes Mark Skousen.

The editor of Forecasts & Strategies explains, "The company has a particular emphasis on Latin America. Telefonica offers landlines, cell phones and services, network leasing, cable and satellite television, and broadband services. It also is expanding rapidly in Asia in a partnership with China Unicom.

Continue reading Telefonica (TEF): Calling on a Turnaround

Telefonica (TEF): Calling on a Turnaround originally appeared on BloggingStocks on Tue, 15 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

"Royal Gold (RGLD), a gold royalty operation, is progressing well, and is a good buy at current levels," says global resources expert Adrian Day.

The editor of The Global Analyst explains, "Over $6 a share income by 2013 makes Royal Gold fundamentally inexpensive; it is also selling below a reasonable net asset value, unusually for gold stocks.

"The company hold a gold royalty on part of the huge Penasquito mine in Mexico, which had a good first quarter. Royal Gold has other new projects gearing up to boost revenues. Andacollo started production in October, so this year will see a full year of revenues from two new mines.

Continue reading Royal Gold (RGLD): A Net Asset Value Buy

Royal Gold (RGLD): A Net Asset Value Buy originally appeared on BloggingStocks on Wed, 16 Feb 2011 12:30:00 EST. Please see our terms for use of feeds.

Auto parts retailer Autozone Inc. (AZO) reported its fiscal first quarter results this morning, beating analyst estimates for the quarter.

Going into this morning's earnings report, analysts were expecting to see Autozone report earnings of $3.40 per share, but the company easily beat out estimates with a reported $3.77.

Continue reading Autozone Earnings: Better-Than-Expected Q1 Results

Autozone Earnings: Better-Than-Expected Q1 Results originally appeared on BloggingStocks on Tue, 07 Dec 2010 09:00:00 EST. Please see our terms for use of feeds.

Continue reading Doom & Gloom Economy or Rich America?

Doom & Gloom Economy or Rich America? originally appeared on BloggingStocks on Wed, 06 Oct 2010 10:40:00 EST. Please see our terms for use of feeds.

I'm betting on a substantial rise in copper prices. It seems like a sure bet to me. As global manufacturing interests are attempting to excite production and governments are attempting to re-energize consumerism, warehouse supplies of copper have been declining.

Yet, this alone is not what piques my interest. Two other significant factors are converging with a reduced copper stockpile, creating what I see as an undeniable, medium-term investment opportunity.

Continue reading Why Go Long on Copper?

Why Go Long on Copper? originally appeared on BloggingStocks on Wed, 29 Sep 2010 12:00:00 EST. Please see our terms for use of feeds.

"For the 24th year running that the Economist magazine has published its famed Big Mac Index; this index is a tongue-and-cheek way of measuring the purchasing power parity (PPP) -- that is, the relative overvaluation and undervaluation of the world's currencies," notes Nicholas Vardy.

The editor of The Global Stock Investor explains, "What does the Big Mac now say about the relative value of global currencies?

"According to the theory of purchasing power parity, a dollar should buy the same amount of the same good across all countries. By comparing the cost of Big Macs -- a good that is produced in about 120 countries -- the Big Mac Index calculates the exchange rate (the Big Mac PPP) that would result in hamburgers costing the same in America as they do abroad.

Continue reading Big Mac Index: What Burgers Say About Currency Valuations

Big Mac Index: What Burgers Say About Currency Valuations originally appeared on BloggingStocks on Tue, 31 Aug 2010 10:30:00 EST. Please see our terms for use of feeds.

"In our view, golden days lie ahead for silver; and one of the most promising small-cap silver mining companies is Coeur d' Alene Mines (CDE), which I believe has the potential for 40 percent or more upside," says Ian Wyatt.

The editor of The 100K Portfolio explains, "While the company takes it's name from the Idaho town in which it is headquartered, this is a mining company with a global presence.

"With mines in geographically stable areas including Argentina, Alaska, Australia, Bolivia, Chile, Mexico and Nevada, the operations are wide reaching.

Continue reading Coeur d' Alene (CDE): Big Winner in Silver?

Coeur d' Alene (CDE): Big Winner in Silver? originally appeared on BloggingStocks on Mon, 09 Aug 2010 12:50:00 EST. Please see our terms for use of feeds.

Since the April 20th explosion of BP's (BP) deepwater rig Horizon, the stock has been steadily falling, and shares fell to a 14 month low today.

The stock finished the day down 6% to $26.97, down $1.77, and traded as low as $26.83 during the day.

Oil has been gushing into the Gulf of Mexico for 62 days now, and no one is expecting BP to be able to stop it until at least August, and that is assuming that the two relief wells the company is drilling will be ready in time.

Continue reading BP Hits New Low as Company Continues to Deal with Oil Spill

BP Hits New Low as Company Continues to Deal with Oil Spill originally appeared on BloggingStocks on Fri, 25 Jun 2010 17:00:00 EST. Please see our terms for use of feeds.

Continue reading Serious Money: Buffett Looking Beyond Our Borders -- Part 3

Serious Money: Buffett Looking Beyond Our Borders -- Part 3 originally appeared on BloggingStocks on Tue, 22 Jun 2010 15:00:00 EST. Please see our terms for use of feeds.

"Given the stock market setback, the time to buy has come. So what is a global investor to do now? Where in the world do we go?" asks Vivian Lewis.

The editor of Global Investing reviews five global investment ideas: Mexico's Cemex (CX), Canada's Cameco (CCJ), Greece's Coca Cola Hellenic (CCH), Israel's Teva Pharmaceutcial (TEVA), and India's ICICI Bank (IBN).

"I think this May correction has been the result of insane blind total panic in the wake of the still unexplained flash crash. Logically nothing explains the sell-off -- nada, nichevo, nichts, rien. To imagine that Greece is going to pull down Britain, Germany and France is simply ridiculous.

Continue reading Five Global Favorites: 'Time to Buy'

Five Global Favorites: 'Time to Buy' originally appeared on BloggingStocks on Thu, 27 May 2010 12:40:00 EST. Please see our terms for use of feeds.

Happy Cinco de Mayo!

In celebration of the holiday, I thought it would be nice to remind investors not to forget about the opportunities in our southern neighbor. While Mexico is not a red hot emerging market like China or Brazil, there are still profits to be had there if you know where to look.

Here's why:

Continue reading Celebrate Cinco de Mayo with Three Mexican Stock Picks

Celebrate Cinco de Mayo with Three Mexican Stock Picks originally appeared on BloggingStocks on Wed, 05 May 2010 12:40:00 EST. Please see our terms for use of feeds.

Devan Kaloo, of Aberdeen Asset Management foresees a 15% drop for stocks of developing countries. His fund is investing in the developing countries of Mexico, India and Turkey. He is neutral on Brazil and underweight on Russia.

He is holding fewer Chinese stocks because he feels that stock valuations in China are overdone. The $586 billion stimulus package is due to run out this year. The helped the Shanghai Composite Index to rise 80% last year. This year to date the index is down 6.4%.

Continue reading Aberdeen Foresees Stocks of Developing Countries Falling 15%

Aberdeen Foresees Stocks of Developing Countries Falling 15% originally appeared on BloggingStocks on Wed, 10 Mar 2010 14:00:00 EST. Please see our terms for use of feeds.

Nineteen analysts from Bloomberg News forecast a rise in the Mexican peso, one of the cheapest currencies in emerging markets.

Let's look at some reasons why the peso is undervalued:

• Mexico's economy is closely tied to the U.S. With the U.S. economy on the rebound, analysts believe that Mexico's economy will follow suit.
• Mexico's economy shrank 6.2% in the third quarter, while the U.S. economy grew by 2.2%. Growth in the U.S. economy will filter down to Mexico.

Continue reading Is the Mexican Peso a Good Buy?

Is the Mexican Peso a Good Buy? originally appeared on BloggingStocks on Tue, 19 Jan 2010 16:20:00 EST. Please see our terms for use of feeds.

Continue reading America Movil Makes Bid for Telmex

America Movil Makes Bid for Telmex originally appeared on BloggingStocks on Thu, 14 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

Continue reading Under the radar: Saudi oil exports to U.S. fall to 22-year low

Under the radar: Saudi oil exports to U.S. fall to 22-year low originally appeared on BloggingStocks on Wed, 04 Nov 2009 17:15:00 EST. Please see our terms for use of feeds.

What is lithium? It is a soft, silver-white metal that is a good conductor of both heat and electricity. Because of these properties, lithium is used in the manufacture of lithium-ion batteries. Lithium batteries generate 3 volts of electricity, compared to 1.5 volts for lead/acid or zinc cells.

Lithium is used primarily in the manufacture of car batteries for hybrid cars. These cars are becoming more popular, with the major domestic and foreign car makers using lithium batteries. Hence, lithium has become a highly sought-after commodity.

Continue reading Mexican mining firm finds a huge lithium deposit

Mexican mining firm finds a huge lithium deposit originally appeared on BloggingStocks on Sun, 11 Oct 2009 13:40:00 EST. Please see our terms for use of feeds.

"Silver Standard Resources (NASDAQ: SSRI) has set a new standard for silver resources; simply put, its boasts the largest published in-ground silver resource of any publicly-traded silver company," says mining stock specialist Brien Lundin.

In The Gold Newsetter he adds, "We were fortunate over the years that the great idea behind this company was combined with a great management team, as CEO Bob Quartermain is among the best in the business."

"Silver Standard has 1.127 billion ounces in measured and indicated resources, plus another 195 million ounces in proven and probable reserves, and another 456 million ounces in inferred resources.

"Its resources come from a portfolio of properties spanning the globe from Argentina, Peru, and Mexico, to Canada, Chile, the US and Australia. Now the companyis making the transition to production with aggressive development programs on five core properties.

Continue reading Silver Standard (SSRI) sets the standard in silver mining

Silver Standard (SSRI) sets the standard in silver mining originally appeared on BloggingStocks on Thu, 08 Oct 2009 09:30:00 EST. Please see our terms for use of feeds.

The United States is not alone. We just saw the unemployment rate creep higher to 9.8% for September, and the rest of the world is coming with us.

The worldwide recession is still circling the globe, it seems, leaving slashed jobs in its wake. While the rise in unemployment is essentially a fact of life, how countries are responding to it differs widely. Some are spending aggressively to protect jobs; for example, by chipping in some extra cash to pay for shorter work weeks.

In the 30 countries comprising the Organization for Economic Cooperation and Development (OECD), unemployment is as low as 3.2% in the Netherlands and as high as 17.6% in Spain, as of July 2009.

Continue reading Ten views of unemployment around the world

Ten views of unemployment around the world originally appeared on BloggingStocks on Sat, 03 Oct 2009 13:20:00 EST. Please see our terms for use of feeds.

Continue reading The G-20 meets in Pittsburgh, and expectations are low

The G-20 meets in Pittsburgh, and expectations are low originally appeared on BloggingStocks on Thu, 24 Sep 2009 16:40:00 EST. Please see our terms for use of feeds.

Continue reading A good year for oil discoveries

A good year for oil discoveries originally appeared on BloggingStocks on Thu, 24 Sep 2009 10:30:00 EST. Please see our terms for use of feeds.