Yiannis Mostrous posts
FeedPosted Oct 14th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, BHP Billiton Ltd ADR (BHP), Commodities, Stocks to Buy

"
BHP Billiton Ltd. ADR (NYSE:
BHP) is well placed in coal, oil, gas, and uranium markets, making it a solid play in any investment environment," says global specialist
Yiannis Mostrous.
In The New World 3.0, the advisor explains, "BHP Billiton is the only major listed company to that boasts such a diversified energy portfolio.
"Recently, analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals.
"The main reasons for the recent upsurge in optimism regarding miners are strong economic growth in China and an anticipated restocking of materials in developed nations.
Continue reading BHP Billiton (BHP): 'Avalanche of upgrades'
Posted Jun 11th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: India, Newsletters, Stocks to Buy
"India-based Dr. Reddy's Laboratories (NYSE: RDY), a generic-drugs play with solid market positions in India, Russia, the US and Germany," says Asian stock expert Yiannis Mostrous.
In his specialty newsletter, The Silk Road Investor, he explains why he has chosen the firm as his latest "Stock of the month".
"Seventy percent of the firm's growth comes from generic drugs, and the trend there has been favorable. New products, market share gains and a revamp of the supply chain in India should contribute to profitability. The company is also building a proprietary pipeline to supplement it core business.
Continue reading Dr. Reddy's (RDY): Get ready for generic gains
Posted May 20th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, ETF Investing, Stocks to Buy
"Taiwan and Mainland China are a step closer to a more harmonious relationship," says Yiannis Mostrous. In The Silk Road Investor, the Asian stock specialist looks at an ETF that will benefit from this trend.
"Nearly a year ago, I forecast that 'Taiwan could be the biggest out-of-consensus investment story--along with Japan--as the first decade of the 21st century comes to a close.'
"The government in Beijing has now given its blessings for public health officials from Taiwan to attend, as observers, the 62nd World Health Assembly (WHA) meeting in Geneva, 18 to 27 May.
Continue reading Taiwan & China: A new harmony?
Posted Apr 27th 2009 12:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, China Life Insurance ADS (LFC), Stocks to Buy
"China has been my top market recommendation since late in 2008, and it remains so today," says global investing expert Yiannis Mostrous.
In The Silk Road Investor he explains, If the country's stimulus package works (especially on the infrastructure front) expect the Chinese economy to have a V-shaped recovery this year." Here's a looks at two of the advisor's favorites -- China Life Insurance (NYSE: LFC) and Chunghwa Telecom (NYSE: CHT).
"The sustainability of such a recovery will depend on the status of the global economy, though. If the global economy and the credit/banking crisis don't improve by this time next year, the Chinese economy will have more serious problems to deal with.
"For now, though, China seems to be headed for GDP growth of around 8% this year, which is nothing to fret about in the current economic environment.
Continue reading Favorite plays from China expert
Posted Feb 20th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
A long-term developing trend in Asia, according to international investing expert Yiannis Mostrous, is a rise in domestic demand within their own economies.
In Personal Finance, he looks at one favorite sector that will benefit -- wireless phone services -- and highlights two of his top choices, Chunghwa Telecom (NYSE: CHT) and China Mobile (NYSE: CHL).
"The current crisis will lead to profound changes in the global financial system. Societies in developed economies will begin to save more, while people in developing nations will begin to spend, nurturing domestic demand economies.
"The Asian economies should be able to move even closer to their ultimate economic goal: domestic demand-led economies.
"These countries have realized that factory building and manufacturing to satisfy consumer needs in the developed world can't remain their primary growtth engine.
Continue reading China telecom and wireless favorites
Posted Jan 13th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: China, Stocks to Buy
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.
A leading expert on Asia, Yiannis Mostrous looks to international bank, Standard Chartered (OTC: SCBFF) as his top pick for 2009. Here's the latest from The Silk Road Investor.
"Standard Chartered has been doing business in Asia, Africa, and the Middle East for more than 100 years.
"It's an international bank focused on retail and corporate banking and treasury activities. Although domiciled in the UK, its biggest single concentration of customers and profits is in Hong Kong.
"More than 40% of its retail income is generated by deposits and related fees. Its income streams are highly diversified, with no consumer or wholesale geography contributing more than 9% of revenues, and its loan/deposit ratio is 85%.
"The bank offers pure exposure to some of the most dynamic areas in the emerging market world and is run in a prudent manner, especially compared to most of its competition.
Continue reading Top Stock Picks '09: Standard Chartered (SCBFF)
Posted Sep 5th 2008 1:30PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Goldcorp Inc (GG), Commodities, Stocks to Buy
"People want to own more gold when there's a perception of growing global economic and political turmoil," explain resource experts Roger Conrad and Yiannis Mostrous.
In their Vital Resource Investor, the advisor offer their long-term bullish assessment for gold as well their favorite gold mining stock: "Goldcorp (NYSE: GG).
"Every commodity bull market eventually ends when consumers permanently reduce demand with conservation and switch to alternatives, and the producers ultimately over-expand. This, however, only happens over a period of many years.
"To be sure, we've seen demand in the US drop for many vital resources, from copper to energy, as the economy has slowed. Demand from developing nations, however, remains entrenched by necessity, as these suddenly more affluent nations struggle to upgrade their vital infrastructure.
"And although we may see Chinese economic growth slow from its current off-the-chart 10% rate, that country will still face critical needs to build out its cities to meet the millions of new migrants that come every year. And that's a huge call on raw materials.
Continue reading GoldCorp (GG): 'Our favorite major'
Posted Jul 22nd 2008 1:32PM by Steven Halpern (RSS feed)
"Gold is the only financial asset that isn't someone else's liability and it's the only asset that's reliably held its value over time," notes global investor and resource expert Yiannis Mostrous.
In his Vital Resource Investor, he adds, "Indeed, gold has held its value for millenia. An ounce of gold still buys a quality men's suit, just as it did in the days of ancient Greece." Here, he reviews a trio of ideas, each for investors with various levels of risk tolerance.
Mostrous explains, "To date, Americans have never had to experience the society-wrenching events that have affected much of the world for centuries. But most of the globe's population hasn't forgotten the value of gold in times of extreme strife and social turmoil.
"And with incomes rising in many of these countries, beneficiaries have used their newfound savings to beef up their holdings. That's a trend with serious legs, particularly as Asia continues to grow.
"Then there's inflation, the ultimate debaser of all paper currencies. Despite surging energy and food prices, core inflation remains at elevated -- but still relatively moderate -- levels in most of the developed world.
"Developing world inflation, however, is a far different story. And many countries have seen sharp price acceleration across the board, including China.
Continue reading 'Vital' buys: A trio of gold favorites
Posted Jun 30th 2008 11:10AM by Steven Halpern (RSS feed)
Filed under: Nucor Corp (NUE)
"Global steel producers are thriving, and their stocks are hitting new highs," note Yiannis Mostrous and Roger S. Conrad, who add, "But the best is yet to come."
In the industry-leading Personal Finance, the two advisors explain, "We're still in the early stage of a truly global bull market cycle for steel, and the companies best positioned to take advantage are headed a lot higher." Here, they look at their "Iron Five."
"As is the case with other building blocks of economic growth, steel is enjoying explosive demand from the developing world. And with the world expanding as never before, steel companies are literally selling as fast as they can produce.
"In the August 2007, we highlighted five first-rate global steel producers. Since then, they've returned an average of 67.4%, versus a decline of 3.7% for the S&P 500.
"The Iron Five are five picks that we believe are ripe for even bigger gains. Like the last group, these stocks are often volatile. They're also vulnerable to the possibility of a general stock market slide and most of all to a dip in global demand growth, particularly from China.
Continue reading Titans of steel: The 'Iron Five'
Posted Jun 13th 2008 1:00PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Freep't McMoRan Copper (FCX), Commodities, Stocks to Buy
"Recent weakness in commodities is just a pause to breathe , not the beginning of the end," says Yiannis Mostrous in Vital Resource Investor. His favorite copper play? Freeport-McMoRan Copper & Gold (NYSE: FCX).
"Most investors aren't able to grasp this commodities cycle's massive potential. The main reason is that few investors are willing to accept the big transformation that's taking place in several emerging market economies, led by China and India.
"We've been advocating this change for quite some time. And after several years of doing so, investors are more receptive. However, they're not totally convinced yet.
"This is the main reason this bull market in emerging markets and commodities has another strong leg up before it reaches all-time highs. But we're far from that point. Meanwhile, copper remains one of our favorite metals.
"Our long-standing recommendation to take advantage of copper's strength is Freeport-McMoRan Copper & Gold. Copper suffered from supply challenges along with investors' underestimation of its potential early in the year.
Continue reading Freeport McMoRan (FCX): Top play in copper
Posted May 13th 2008 11:58AM by Steven Halpern (RSS feed)
Filed under: Newsletters, duPont(E.I.)deNemours (DD), Commodities, Agriculture, Stocks to Buy
Resource industry specialists Roger Conrad and Yiannis Mostrous are bullish on the agriculture and water sectors; in their model portfolio they already hold 6 stocks in these sectors.
The co-editors of Vital Resource Investor explain, "We see strong underpinnings for continued higher agricultural prices for many years to come." Here's their latest agrculture play: EI du Pont de Nemours (NYSE: DD).
"Recently the United Nations Food Agency warned of civil war in some countries because of global food shortages. With the rapid urbanization of Asian countries, we see a growing global dependence on a shrinking number of food producing nations, particularly with the world adding 78.5 million people each year.
"There will be ups and downs for prices along the way. A throttling back of America's efforts to develop ethanol so extensively or a move to use something besides corn to brew ethanol could take some of the upward pressure off corn prices.
"A real global recession could also cause food prices to back off for a time and it's also possible we'll see some form of US government intervention to curb food prices, particularly as the presidential election develops.
Continue reading Agriculture boosts growth at DuPont (DD)
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