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Japan: Stora Enzo (SEOAY)

This post is part of Japan: A Special Report for Investors.

"The battered northeast of Japan -- the center of the country's pulp and paper industry -- will take years to revive. I anticipate Japan will have to import wood products and the Finnish giant Stora Enzo (SEOAY) will be one of the suppliers to Japan," asserts Vivian Lewis.

The editor of Global Investing explains, "Northern Europe is where pulp will come from, and where Japan will buy the lumber it needs to rebuild.

Continue reading Japan: Stora Enzo (SEOAY)

Top Picks 2011: Ecopetrol (EC)

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Back in the days when Colombia was a political and military battleground, and leftist rebels regularly bombed the oil pipelines, investing in Colombian oil was only for people prepared to take enormous risks," says Frida Ghitis.

The contributing editor to Global Investing explains, "Now the landscape has changed considerably. Indeed our top stock idea for 2011 is now Columbian oil firm Ecopetrol (EC).

Continue reading Top Picks 2011: Ecopetrol (EC)

Top Picks 2011: Catlin Group (CNGRY)

Catlin logoThis post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Insurers benefit when things go wrong; that explains our latest top pick, Catlin Group Ltd. (CNGRY)," says global stock specialist Vivian Lewis.

The editor of Global Investing explains, "Incorporated and regulated in Bermuda, and listed primarily in London, Catlin Group is the largest syndicator at Lloyd's of London, the reinsurance business. It's also a favorite holding of institutional investors.

Continue reading Top Picks 2011: Catlin Group (CNGRY)

Le Gaga (GAGA): Growth from Rising China Food Prices

yuan"Food prices in China have again rising sharply; the average price of 18 staple vegetables rose 62.4% year over year according to the Ministry of Commerce," says global stock specialist Vivian Lewis.

The editor of Global Investing explains, "One way to gain from rising Chinese vegetable prices is Le Gaga Holdings (GAGA). The small cap Chinese veggie producer is a recent IPO.

"Fed by the Kimche crisis in Korea, Chinese shoppers are now paying 10x as much for a head of cabbage (bok choi) as a year ago. Other pricey foods are garlic and ginger, both near double year-ago levels.

Continue reading Le Gaga (GAGA): Growth from Rising China Food Prices

Global Experts' Favorite Japanese Stocks

Makita (MKTAY) logo"Japanese stocks are the elephant in the room as President Obama visits the Asian democratic countries, among them Japan," says international stock expert Vivian Lewis.

The editor of Global Investing highlights two favorite Japanese stocks for investors comfortable buying individual shares: Hoya (HOCPF) and Makita Corp. (MKTAY).

Continue reading Global Experts' Favorite Japanese Stocks

Five Global Favorites: 'Time to Buy'

"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'

Click Software (CKSW): Israeli Firm Eyes Workforce Management

"For our latest recommendation, we enter into the world of software again with an Israeli small cap: Click Software Technologies (CKSW)," says Vivian Lewis.

The editor of Global Investing says, "Its software lets companies and government entities manage their workforce and customer service by fully integrating call centers, customer relationship management (CRM), scheduling, location tracking, and mobile telephony links with workers in the field and their waiting customers."

Continue reading Click Software (CKSW): Israeli Firm Eyes Workforce Management

Top Picks for 2010: BCE (BCE)

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

Given her concerns about overall market valuation, global expert Vivian Lewis is selecting her top pick from among stocks she calls "dividend payers and fallen angels."

In her Global Investing newsletter, she explains, "I consider BCE (BCE), with its 6% yield, a great buy." Here's her review of the Canada-based telecom company.

Continue reading Top Picks for 2010: BCE (BCE)

'Royal' income: A look at non-cumulative preferreds

In her top-performing Global Investing advisory, Vivian Lewis looks at a lesser-known area of the income market -- non-cumulative preferreds -- explaining these vehicles and offering some favorites.

"Over 20 years ago, Barclays Bank, which is British, invented a new vehicle for raising money in the U.S. market to enhance its capital ratios and finance its growing dollar business.

"They were called non-cumulative preferred shares and were issued at $25/share to pay dividends four times a year just as normal U.S. stocks do. The clear target for these vehicles was U.S. retail investors.

Continue reading 'Royal' income: A look at non-cumulative preferreds

Money Map points to Brazil

Despite a 46% gain since adding iShares MSCI Brazil (NYSE: EWZ) to his portfolio, global expert Keith Fitz-Gerald still sees upside potential. Here's the latest from Money Map Reporter.

"History tells us that the best gains come to those who have the courage to buy undervalued companies in the face of extreme pessimism – and that sounds a lot like right now. So while we may not be at the very bottom, we are nonetheless pretty darn close.

Continue reading Money Map points to Brazil

Monsanto (MON): Planting the seeds of growth

"Investing in food is a simple story: expanding supply and demand fueled by rising global urbanization," says Yiannis Mostrous. In Personal Finance newsletter the global advisor looks at Monsanto (NYSE: MON).

"The global population is expected to surpass 9 billion by 2050. Wages are rising in emerging economies--led by India and China--and more people are moving into cities where the consistent and better paying jobs are.

"That means greater demand for protein-rich foods, especially meat and dairy consumption. The consumption of both has a strong correlation to urbanization. The result will be a permanent increase in demand for crop grains for feeding.

Continue reading Monsanto (MON): Planting the seeds of growth

15 favorite ETFs for 2009

For 26 years, at the start of each year, I've conducted an annual survey of newsletter advisors, asking for their favorite investment for the coming year. Until 2 or 3 years ago, their responses were almost always individual stocks and an occasional mutual fund.

Increasingly in recent years, many advisors have found their favorite positions to be exchange traded funds, whereby they can invest in a sector, region, or strategy without the inherent risk of an individual company. Indeed, in this year survey of 75 advisors, fully 1 out of 5 advisors chose ETFs.

ETFs were a popular choice for those seeking global exposure. Mark Salzinger, editor of The Investor's ETF Report, selects the S&P China SPDR (NYSE: GXC) as his favored play. (Read the full article here.)

Nick Vardy sees opportunity in China, but also sees potential in a broader range of emerging global markets. The editor of Global Stock Investor looks to the iShares MSCI Emerging Markets (ASE: EEM) as his top idea for 2009. (Read the full article here.)

Carl Delfeld of Chartwell Advisors also wants to own a basket of emerging markets stocks, but only small caps. His pick is the WisdomTree Emerging Market Small Cap (NYSE: DGS). (Read the full article here.)

Jim Lowell takes a similar view -- chosing global small caps -- but adds a further restriction. His recommended ETF limits its holdings to dividend paying stocks. Hence, the top pick in his Marketwatch ETF Trader is the WisdomTree International Small Cap Dividend (NYSE: DLS). (Read the full article here.)

ETFs an also be used to play a specific sector, such as consumer stocks. Leonard Goodall sees upside in companies making the "basics" such as soda, toothpaste and soap. In his No-Load Fund Investor, his top way to play this trend is the Consumer Staples ETF (NYSE: XLP). (Read the full article here.)

In addition to using ETFs to invest in a region, country or sector, these vehicles can also be used to invest in a certain strategy. For example, Tom Bishop, editor of BI Research, chooses the PowerShares Value Line Industry Rotation ETF (NYSE: PYH), which rotates its holdings to only include stocks that earn Value Line's top investment rating. (Read the full article here.)

Doug Fabian, editor of Successful Investing, looks to PowerShares DB Crude (NYSE: DXO), an exchange-traded note. While this leveraged position goes up twice as much as the underlying index when it rises, it also goes down twice as much when the index declines. (Read the full article here.)

Paul Tracy, editor of StreetAuthority Market Advisor takes a similar approach, but rather than speculate on the price of oil and gas, he looks to ProShares Ultra Oil & Gas (NYSE: DIG), which invests in a basket of stocks operating within these sectors. (Read the full article here.)

The most popular choice in this year's survey was ETFs investing in gold. Both Vivian Lewis, editor of Global Investing, recommends the SPDR Gold Trust (NYSE: GLD); it's price reflects 1/10th of an ounce of gold. (Read the full article here.)

Mary Anne Aden, editor of The Aden Forecast, also selects the SPDR Gold Trust (NYSE: GLD) as her top investment ideas for the coming year. (Read the full article here.)

Mark Leibovit, market timer and editor of VRTrader, holds a long-term bullish view on gold and opts for upside leverage. His top pick is the PowerShares DB Gold Double Long (NYSE: DGP). (Read the full article here.)

Pamela Aden, co-editor for The Aden Forecast, also sees upside potential in gold but prefers to invest in the companies that mine for the precious metal. Her top pick is the Market Vectors Gold Miners (NYSE: GDX). (Read the full article here.)

For greater leverage (and higher risk), Steve Rawls, editor of Tipping Point Stocks, suggests the ProShares Ultra Gold (NYSE: UGL), which moves twice the rate of the underlying London gold price. (Read the full article here.)

Mike Larson, editor of Money & Markets, sees downside risk in financial stocks. But rather than try and select which stock might fall, he opts for a basket of financial players with the ProShares Trust Short Financials (NYSE: SEF). As an "inverse" fund, this moves in the opposite direction of the underlying index. (Read the full article here.)

And for even higher risk and volatility, Michael Shulman, editor of ChangeWave Shorts, looks to the ProShares UltraShort Financials (NYSE: SKF), an inverse double fund. Not only does it move in the opposite direction of financial stocks, but it moves twice as much. (Read the full article here.)

Steven Halpern's TheStockAdvisors.com offers a daily look at the latest market commentary and favorite stock picks and investment ideas from the nation's leading financial newsletter advisors.

Top Stock Picks '09: iShares Emerging Markets (EEM)

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

International investing expert Nicholas Vardy looks to the iShares MSCI Emerging Markets Index (AMEX: EEM) as his favorite investment idea for 2009.

In his Global Stock Investor, he explains, "The exchange-traded fund is a bet that the initiatives of policy makers across the globe will be sufficient to trigger a sustained bounce in emerging markets stocks between now and the end of 2009.

"The policy responses to the global economic crisis have been both massive and coordinated. The European Central Bank has entered into foreign currency swaps with Iceland and Switzerland, even though they are outside the eurozone.

"The European Union joined forces with the International Monetary Fund (IMF) and the World Bank to provide loan facilities totaling $25 billion to Hungary.

"Recently, the U.S. Federal Reserve opened swap lines of $30 billion each to Brazil, Mexico, South Korea, and Singapore. All of these efforts combined will ease the shortage of dollars that has ravaged emerging markets.

Continue reading Top Stock Picks '09: iShares Emerging Markets (EEM)

Top Stock Picks '09: SPDR Gold Trust (GLD)

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

"As my favorite stock for 2009, I recommend that investors buy the SPDR Gold Trust (NYSE: GLD), a gold exchange-traded fund," says international investing specialist Vivian Lewis.

In her Global Investing newsletter, which focuses on ADR and other global issues that trade on U.S. exchanges, the advisor explains, "I think every portfolio needs an inflation hedge in a period of unbridled monetary easing and pump priming."

Lewis explains, "SPDR Gold Trust does not depend on the economy coming right nor is it a play on recession and doom. Forecasting the macroeconomic trends in the U.S. and worldwide is very difficult in the current unprecedented economic crisis.

"But there is one thing you can be sure of: the measures already taken by governments around the world to stimulate their enfeebled companies and unclog their banking systems will result in an inflation problem.

"The vast government deficits engendered by the bailouts and stimulus will eventually have to be addressed. There aren't many options.

Continue reading Top Stock Picks '09: SPDR Gold Trust (GLD)

Global Q&A: Investing During a Global Crisis

I am the Global Editor at MoneyShow.com and each week I interview an investing expert. This week, I spoke with Allan Nichols, editor of Morningstar InternationalInvestor, who identifies the pitfalls and opportunities in global market today.

Q. Allan, how can investors protect themselves should the financial crisis in the US result in prolonged bear markets around the world?

A. Studies have shown the majority of returns from the stock market have been concentrated over a relatively few days, so it is important to have some exposure. My experience, though, has shown bear markets last longer than you think. Asset allocation is particularly important and I would increase cash from my bond allocation rather than from my stocks. Now is the time to buy really high-quality stocks at attractive prices, those that have sustainable advantages, or what Morningstar calls "moats."

Morningstar borrowed the concept of a moat from Warren Buffett. Just as a moat around a castle protected the castle from invaders, a company's moat protects the firm from competition. Moats can be generated from being the low-cost producer; having intangible assets, such as patents or other unique intellectual property; and high switching costs that make it uneconomical to change to another product or service. All of these improve a firm's ability to compete as well as earn returns above its cost of capital.

Continue reading Global Q&A: Investing During a Global Crisis

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Last updated: February 12, 2012: 01:23 PM

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