MarkSkousen posts
FeedPosted Sep 15th 2009 3:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"The smart move in today's market is to stick with companies that are growing right through the recession, such as WMS Industries (NYSE: WMS)," says Mark Skousen.
In his trading oriented service, The Hedge Fund Trader Alert, he explains, "Based in Waukegan, Ill., WMS designs, manufactures, leases and sells gaming machines and video lottery terminals to its customers, the casino operators.
"Earnings at WMS have climbed by at least 24% the past 11 quarters. And they're still accelerating. Most recent quarterly results were up 36% on rising revenue. What's going on here? WMS is a great innovator. And it knows its business.
Continue reading WMS Industries (WMS): 'A good bet' in gaming
Posted Apr 20th 2009 4:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, ETF Investing, Commodities, Oil, Agriculture, Stocks to Buy
"It's time to invest in Hong Kong, which is the gateway to China," says Mark Skousen, who looks to the iShares MSCI Hong Kong ETF (NYSE: EWH).
In his High Income Alert, the leading advisor explains, "While China's stock markets are wild, illiquid and unregulated, the Hong Kong market is among the freest and most transparent in the world."
"iShares Hong Kong, an exchange-traded fund, replicates the performance of the Hong Kong market. And I like the outlook here, as Hong Kong is home to many of the premier companies in the region.
Continue reading iShares Hong Kong (EWH): 'Gateway to China'
Posted Mar 28th 2009 9:30AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Commodities, Oil, Stocks to Buy
This post is part of a special report, Global advisors look to China.
"Sure, China is slowing down along with the rest of the global economy; but it's still growing faster than everyone else," says Mark Skousen.
In his specialized service, High Income Alert, he looks to Huaneng Power (NYSE: HNP), "This power product is an excellent, recession-resistant China play. And we'll be collecting a 6.5% dividend too."
Skousen explains, "China's Premier Wen Jiabao's goal is 8% annual growth. He may not achieve it. But the outlook for certain industries -- especially utilities -- remains robust.
Continue reading Huaneng Power (HNP): Income from China
Posted Mar 27th 2009 5:00PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, ETF Investing, Commodities, Stocks to Buy, Technology
With its own economic stimulus program in place, a relatively stable banking system, and a stock market that has been resilient in recent months, numerous leading global investment advisors are looking bullishly towards China.
From technology to power, and from individual stocks to ETFs, and from Hong Kong to Taiwan to mainland China, we turn to seven leading advisors for their favorite ways for US investors to take a stake in Asia.
Continue reading Global advisors look to China: 10 picks from seven pros
Posted Mar 19th 2009 12:20PM by Steven Halpern (RSS feed)
Filed under: Motorola (MOT), Newsletters, Stocks to Buy
"I now believe some bargains are developing among technology stocks," says growth stock expert Mark Skousen. In his specialized trading service, The Turnaround Trader, he adds, "Motorola (NYSE: MOT) is a fallen tech leader that may even rise in a bear market -- and has a chance to double or triple once the market turns around."
Skousen expplains, "Technology stocks appear to have bottomed and are moving higher. Motorola, the $8-billion mobile ohone manufacturer, is in the midst of a classic turnaround situation.
"It used to be the cell phone technology leader, having developed the world's first handheld cellular phone and technical standard for high-definition TV. Yet the stock has fallen nearly 70% from its lofty highs of $26 a share two years ago.
Continue reading Motorola (MOT) : 'Classic tech turnaround'
Posted Feb 17th 2009 11:15AM by Steven Halpern (RSS feed)
Filed under: International markets, General Electric (GE), Newsletters, Commodities, Agriculture, Stocks to Buy, Green Stocks, Recession
"We're going to revisit a stock we've traded in the past: General Electric (NYSE: GE)," says growth & Income expert Mark Skousen.
In his specialty yield-oriented advisory service -- High Income Alert -- he asks, "Why buy a stock scraping the bottom?" Here, the leading advisor offers four reasons behind this new recommendation.
"GE, of course, is a global leader in appliances, aviation, healthcare, transportation, energy, water technologies, cable, film, consumer electronics, lighting, electrical distribution and finance.
"The U.S. economy is in the dumpster right now, so it's no surprise to find GE there, too. From a high of more than $40 a little more than a year ago, GE trades near its 52-week low today. And we see four good reasons to buy.
Continue reading General Electric: Four reasons to buy
Posted Jan 30th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Last spring, CEO Leonard Riggio of Barnes & Noble (NYSE: BKS) purchased almost $50 million-worth of his company's stock between $27-29.50; today, it languishes on the remainder table at $17.56," says Mark Skousen.
In his income-oriented speciality service, High Income Alert, the advisor says, "Now, a billionaire has also taken a stake." Here's the advisor's update.
"Barnes & Noble is a worthy addition to our model portfolio. Trading well below the level that the CEO purchased shares, we consider the stock a bargain.
"Barnes & Noble owns the nation's largest chain of bookstores, with 800 stores in 50 states. It also owns one of the Web's most-visited Web sites, bn.com. Between its stores and Web site, Barnes and Noble sells more than 300 million books a year.
Continue reading Barnes & Noble (BKS): Big buyers offer a bullish read
Posted Dec 22nd 2008 10:14AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Stocks to Buy, Obama Picks
This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.
Two advisors that specializes in income investing -- Mark Skousen and Nick Lanyi -- both turn to high-yielder, Southern Peru Copper (NYSE: PCU) as a contrarian play on building and infrastructure growth ahead.
Skousen, in his High Income Alert, he says, "Make no mistake, this is a contrarian play. But if you believe in buying straw hats in winter, PCU is an exceptional value at these levels."
"More than 2.9 billion pounds of copper are used in construction every year, primarily in plumbing and wiring, while electronic products use more than 1.9 billion pounds a year.
"Transportation equipment -- including cars, trains, planes and submarines -- uses more than 1 billion pounds a year.
"The manufacture of industrial equipment requires another 1 billion pounds annually. And consumer and general products, from cookware to church bells to pennies, require another 800 million pounds.
"Southern Peru operates the world's largest copper mine high in the Andes mountains, producing more than 800 million pounds of copper a year.
"Of course, the commodity bull market that was running at a full gallop in the first half of this year has stopped dead in its tracks. Copper prices are no exception. When building and manufacturing slow, so does the demand for the red metal.
Continue reading Southern Peru (PCU): Two income experts build gains in copper
Posted Sep 19th 2008 3:00PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Japan, Stocks to Buy
Writing from Japan, while speaking at an economic conference, Mark Skousen looks to opportunities in Japan's stock market for his latest buy.
In his top notch trading service, The Hedge Fund Trader Alert, he says, "Surveying the landscape in Japan, two things are perfectly clear: the market and the currency here are both extremely cheap."
"The Nikkei 225 reached 40,000 back in 1989. Today, almost 20 years later, it is around 12,600 -- more than two-thirds lower.
"The yen also is cheap, due in part to ultra-low interest rates. Many international investors are playing a dangerous game, borrowing money in yen at low rates and lending it out in other currencies at higher rates in order to earn 'the spread.'
"This works fine until the yen begins to surge. Then there will be massive buying of the Japanese currency, as traders rush to cover their bets. That day is not here yet. But when it arrives, we may see one of the most dramatic currency surges ever witnessed in modern financial markets.
"A jump in the yen, however, would not be good for Japan's largest companies. Most of them -- such as Toyota, Honda, Sony, Canon and Mitsubishi -- are major exporters.
Continue reading Mark Skousen seeks "Wisdom" from Japan
Posted Jan 12th 2007 2:04PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Citigroup Inc. (C)
In recent posts, I have reviewed the newsletter advisors' Top Picks from 2007, first highlighting stocks that were in the healthcare, tech, and telecom sectors and then highlighting favorites in the out-of-favor metals and energy areas.
To conclude this review, I'm turning now to the most popular sector in this year's annual Top Picks report -- financial stocks. Of particular note this year is the type of financial stocks that rose to the top of the advisors' buy lists.
In past years, it was routine to see brokerage firms and large cap consumer banks among the Top Picks. This year, only one such company was chosen; Citigroup Inc. (NYSE:C) was selected as the favorite stock of both Mark Skousen and Kelley Wright.
Outside of Citi, the advisory community looked to an area that has rarely been cited in previous Top Picks reports --specialty finance companies. For example, Gordon Pape selected Brookfield Asset Management, which provides financing to real estate ventures.
Neil George chose a pair of companies spun off from Australia's Macquarie Bank. Both the Macquarie Infrastructure Trust (NYSE:MIC) and the Macquarie Infrastructure Group (OTC:MCORF) provide financing to global road, bridge, and airport development projects.
Continue reading Top Picks 2007: And the winner is ... financials
Posted Dec 22nd 2006 2:30PM by Steven Halpern (RSS feed)
Filed under: China, Newsletters, ETF Investing
Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.
Aluminum Corp. of China ADS (NYSE: ACH) is the favorite speculative investment idea for 2007 from Dr. Mark Skousen, editor of Forecasts & Strategies and the host of the annual FreedomFest investor think tank.
He explains, "The company, commonly known as Chalco, is the world's second-largest aluminum maker. Lighter than steel and resistant to corrosion, and high in electrical conductivity, alumina is widely used in applications such as construction, power, packaging, and autos.
"However, commodity prices have cooled off lately and alumina has been no exception. Prices have fallen during the past year -- and that retreat has begun to affect the company's profitability. But Chalco is mitigating the negative impact of declining prices by snapping up smelters in China to expand its aluminum output.
"The company has also just announced a restructuring of its assets after buying two Chinese aluminum firms. Chalco announced that it plans to offer a stock swap involving Shandong Aluminium Industry Co. and Lanzhou Aluminium Co. Most analysts I've talked to think that this move is positive. Chalco's CFO told investors that the company would hold a shareholder meeting around January 15 to vote on the share swap.
Continue reading Top Picks 2007: Skousen sees aluminum allure at Chalco