Chasing Value: You Must Own Defense and Oil for Safety

Sheldon Liber — Tue, 14 Dec 2010 16:00:00 EST

Filed under: International Markets, Competitive Strategy, Exxon Mobil (XOM), China, Brazil, Middle East, Boeing Co (BA), Chevron Corp (CVX), ConocoPhillips (COP), Lockheed Martin (LMT), PetroChina Co Ltd ADR (PTR), Chasing Value[TM], Oil, General Dynamics Corp (GD), Northrop Grumman (NOC), Raytheon Company (RTN), Petroleo Brasileiro (PBR), Stock Picks, Royal Dutch Shell (RDS.A)

We at BloggingStocks and everywhere else make the full gambit of prognostications, suggestions, predictions, guesses, analogies, and so forth in an attempt to improve potential investment opportunities for all our readers and provoke discussion.

All of this has its limits, but, if you are a fan of Professor Nassim NicholasTaleb and his best seller The Black Swan then you already have been warned that the events that have the greatest impact on our lives and our investments are most often unpredictable. We cannot predict the future nor can we anticipate the tragedies that will tank our portfolio's.

While I do believe predicting the future is, how should I say, futile, there are general clues as to which way the wind blows.

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Chasing Value: You Must Own Defense and Oil for Safety originally appeared on BloggingStocks on Tue, 14 Dec 2010 16:00:00 EST. Please see our terms for use of feeds.

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Global gains: Two experts bet on Brazil

Steven Halpern — Sat, 17 Feb 2007 14:30:00 EST

Filed under: International Markets, Conventions and Conferences, Brazil, Newsletters

I've just returned from the World Money Show in Orlando where more than 10,000 investors gathered to learn about global investing. I had a chance to meet with many of the U.S. and foreign financial experts featured at the show, and over the next week I will share some of their top investment ideas. To view all of the stocks featured in this special global report, click here.

"In 2006, investing in BRIC countries -- Brazil, India, China -- was the rage," notes Carl Delfeld, a expert on exchange-traded funds. In his Chartwell Advisors he focuses on Brazil.

"While China and India received most of the attention last year, the iShares Brazil ETF (NYSE:EWZ) was up 45.4% -- not bad, not bad at all. But the lingering question is whether Brazil's economic recovery is sustainable or just another stage in the economic cycle.

"What is most interesting to me is that Brazil's stock market's performance during the past four years is not due to superior economic growth. It has had an annual average growth rate of only 2.6%, about half of world economic growth during the same period. My view is that Brazil has been primarily a balance sheet story supported somewhat by the commodity boom.

"Inflation is muted and was only 3% during 2006. Brazil is almost energy independent, and foreign exchange reserves are now almost $100 billion after paying off its nettlesome IMF debt. In 2006, it recorded a trade surplus of $46 billion, and while interest rates are high, they are beginning to fall.

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Global gains: Two experts bet on Brazil originally appeared on BloggingStocks on Sat, 17 Feb 2007 14:30:00 EST. Please see our terms for use of feeds.

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