Global Changes Opportunities Report posts
FeedPosted Sep 26th 2008 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, Stocks to Buy
"Defense stocks never looked more attractive than they do now," says Jim Powell, who looks at two favorite ways to play the defense sector.
In Global Changes & Opportunities Report, he says, "The drop in defense stocks has more to do with the overall bear market in stocks than to any problems within the sector itself."
"Recent quarterly earnings from many defense companies are up, with signi?cant gains in revenues and earnings.
"Defense stocks have also been pushed down due to worries that the presidential election might go to Senator Obama, who is not expected to be a strong a supporter of the military. Historically, however, Republican and Democratic spending on defense has been about the same.
"Some investors may also be nervous about buying defense stocks if the U.S. is likely to reduce its presence in Iraq over the next few years.
Continue reading Favorite funds for defense & aerospace
Posted Jul 14th 2008 11:47AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Agriculture, Stocks to Buy, Burlington Northern Santa Fe (BNI)
"Even with the poor outlook for the economy, there are many investment opportunities being created by high energy prices and the low dollar," notes Jim Powell. In his Global Changes & Opportunities Report, he explains, "American 'rust belt companies' look especially good."
"Surprisingly, rising fuel prices are making some American manufacturers more competitive and I could not be happier about the improved outlook for many efficient U.S. producers.
"U.S. machine tool makers are starting to take back some of the business they lost to Japan 20 years ago. U.S. imports of Chinese steel are declining dramatically, while domestic production is rising at rates not seen in years.
"The list of U.S. businesses that are benefiting from the new trade relationships will lengthen, but it won't happen overnight. It's not just a matter of being loyal to the home team. America will benefit from creating more real wealth instead of the flim-flam financial products that led to the phony boom.
Continue reading American favorites: Rust-belt resurgence?
Posted Jun 2nd 2008 10:10AM by Steven Halpern (RSS feed)
Filed under: China, Middle East, Newsletters, Commodities, Oil, Eastern Europe, DJIA, Stocks to Buy, Israel
"African investments will be volatile and they may take years to mature," cautions Jim Powell, editor of Global Changes & Opportunities Report.
Nevertheless, the advisor explains, "I believe the emergence of Africa is an important development that should be represented in your portfolio." Here he looks at two opportunities in the resource-rich region.
"The richest remaining deposits of natural resources on earth are in Africa. And a resource race is starting as America and China are in a quiet struggle in Africa to secure the resources they must have to keep their industrial economies running.
"Many African resources are untapped because most developers have been unwilling to sink billions of dollars into the region's many unstable countries.
"But with natural resource prices soaring, however, Africa's risks are now worth taking. Since 2006, publicly-listed oil companies have tripled their spending in the region.
"And few investors have yet to realize Africa's potential. However, if mainstream investors discover the region, prices could go up very quickly. Either way, I believe Africa will deliver excellent profits for at least a decade, and probably far longer.
Continue reading Africa: 'Emerging hot spot' for resources