china stocks posts
FeedPosted Nov 2nd 2009 10:40AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Brazil, Newsletters, Commodities, Oil, Stocks to Buy
"We're adding Brazil's Vale S.A. (NYSE: VALE), the world's leading iron ore producer, to our model growth portfolio," says growth stock expert Stephen Leeb.
In his The Complete Investor, he explains, "This outstanding company offers investors simultaneous stakes in two key areas: iron ore-a commodity essential to any and all infrastructure projects-and Brazil's appreciating currency, the real.
"When it comes to understanding the importance of a commodity such as iron ore, the tale starts with China. Even with China's GDP growth again approaching double digits, the Chinese government continues to aggressively promote growth, offering consumers incentives to buy cars and investing in infrastructure, from roads to bridges to sewers to energy plants.
Continue reading Vale S.A. (VALE): Mining for value in iron ore
Posted Oct 30th 2009 1:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy
"Shanda Interactive, a Chinese purveyor of interactive entertainment and media technology, offered U.S. investors a piece of its video game business, Shanda Games (NASDAQ: GAME)," notes Brandon Clay.
In his Invest with an Edge, he explains, "Shanda Games has its risks but also packs a lot of potential, especially as a speculative China play.
"GAME was one of the most widely-anticipated IPOs of 2009. The buzz surrounding Shanda Games was so intense that the company raised the offering from 63 million to 83.5 million shares just to meet demand.
Continue reading Shanda Games (GAME): Video games 'pack potential'
Posted Oct 23rd 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, Housing
"We're still adding to our Chinese portfolio, and expect to be doing so for some time; this is where significant opportunities exist," says Richard Schimit.
In The Stellar Stock Alert, he reviews E-House (NYSE: EJ), noting, "While American real estate is still struggling to regain its footing, Chinese real estate hasn't experienced the same breaking bubble.
"In fact, it hasn't experienced a bubble yet. But Chinese real estate is definitely gaining in value. And the companies that know the market can really profit.
Continue reading E-House (EJ): At home in China real estate
Posted Oct 22nd 2009 1:50PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy

"China is becoming a land of big milk drinkers; this year, China will consume 25 million tons of milk, putting it ahead of both France and Germany -- that's a 76% increase from 2000," observes
Tony Sagami.
In The Asia Stock Alert, he explains, "The best way to profit from this Chinese milk boom, in my opinion, is to invest in China-based American Dairy (NYSE: ADY)." Here's the advisor's review.
"The Chinese currently consumes 24 pounds of dairy products per person each year versus a world average of almost 220 pounds annually.
Continue reading Got milk? American Dairy gains in China (ADY)
Posted Oct 4th 2009 2:00PM by Richard Driver (RSS feed)
Filed under: International markets, China, Stocks to Buy, Housing
E-House (NYSE: EJ) positions itself as an asset-light real estate services firm that helps real estate developers sell properties. Because of the increase in monetary supply, there's been an incredible increase in property sales volume.
For the second quarter, the company reported a 172% increase over the same quarter last year!
What's even better is that I think the Chinese property market is still in the early stages of a new bull market. So demand remains high, and E-House stands to benefit greatly in the months to come. Shares are already up nearly 170% year to date, but there's plenty of room to run. Don't miss out!
Continue reading Best China real estate stock: E-House (EJ)
Posted Sep 22nd 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, ETF Investing, Stocks to Buy, China Mobile Limited (CHL)
"We're seeing tremendous opportunities in China, which should move up regardless of U.S. market gyrations," says Richard Schmidt. In Stellar Stock Alert, he offers his current favorite China plays.
In addition, Jim Trippon, editor of The China Stock Alert, discusses the latest addition to his model portfolio, China's largest life insurance company -- and one with large exposure to Chinese equities.
And finally, fund expert Jim Lowell -- editor of Fidelity Investor -- says, "Investors should be buying Chinese stocks, Hong Kong real estate and Taiwanese technology." He offers some favorite funds for China region exposure.
Continue reading China stocks and funds: Top picks from three advisors
Posted Sep 10th 2009 12:10PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
"China is the world's biggest market for telecom services," notes Geoffrey Seiler, in an in-depth review of the leading Chinese telecom and wireless phone companies.
In his BullMarket.com, he looks at "China Mobile (NYSE: CHL), China Unicom (NYSE: CHU), and China Telecom (NYSE: CHA) noting,"There is still a lot of wireless growth potential in the world's most populated country. As such, we would expect all three to continue to grow for the foreseeable future."
Seiler explains, "China Mobile is the undisputed king of mobile from a subscriber base standpoint. Through the end of June, the company boasted 493 million subscribers. The company boasts 70% of the Chinese market.
Continue reading Investing in China telecoms: A trio of wireless plays
Posted Aug 24th 2009 2:40PM by Steven Halpern (RSS feed)
Filed under: China, Brazil, Newsletters, ETF Investing, DJIA, Stocks to Buy
"Our latest pick combines two highly profitable asset classes, small caps and emerging markets," says Nicholas Vardy. In The Global Bull Market Alert, he an emerging markets ETF.
"The SPDR S&P Emerging Markets Small Cap ETF (NYSE: EWX) offers you access to small caps in emerging markets that otherwise would be off limits.
"While some of the larger emerging market stocks trade in the United States, these smaller players never will.
"In addition, it's well known that U.S. small caps tend to outperform large caps over the long run. Their small size makes them nimble and quicker to react to changing market conditions.
Continue reading Vardy's view: Bet on emerging markets small caps
Posted Aug 11th 2009 11:50AM by Steven Halpern (RSS feed)
Filed under: China, Newsletters, DJIA, Stocks to Buy, China Mobile Limited (CHL)
"One trend that we do know is already in place is China; not only is it growing, but it has a phenomenal amount of resources -- including its population," says Richard Schmidt.
In his Stellar Stock Alert., he states, "To increase our holdings of Chinese-based companies, we are now adding China Mobile Limited (NYSE: CHL) to our growth stock buy list."
"With one of the world's largest populations, China has all the human resources it needs to continue to expand.
Continue reading China Mobile (CHL) A 'stellar' idea
Posted Jul 29th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International markets, Coca-Cola (KO), China, Newsletters, Stocks to Buy
"Not surprisingly, Coca-Cola (NYSE: KO) has been placing particular emphasis on China, where there is plenty of untapped potential," says Paul Tracy in his StreetAuthority Market Advisor.
"Like most companies that have been around for well over a century, Coca-Cola operates in a relatively mature industry.
"Domestically, per-capita soft-drink consumption has plateaued and domestic volume growth is generally tough to come by.
"The story is quite different for many overseas markets, which now account for about 75% of the firm's sales. Coke isn't the world's most recognized brand for nothing -- consumers in 200 countries around the globe gulp down about 1.6 billion servings of its beverages every single day.
Continue reading Coca-Cola (KO) targets China
Posted Jul 22nd 2009 2:10PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Commodities, Oil, Suntech Power Hldgs ADS (STP), Stocks to Buy, Green Stocks
"The way to win in solar is to invest in the industry leaders and SunTech Power Holdings Ltd. (NYSE: STP) is a big as they come," says growth expert Toby Smith in his ChangeWave Investing.
"China will surpass the US as the world's largest market for wind turbines -- after doubling wind power capacity in each of the last four years.
"Chinese government mandates for cleaner energy are a big factor driving the blossoming wind and solar projects, but other forces are at work, too. Chinese power companies are loaded with cash and state-owned banks are eager to lend them more money.
Continue reading Suntech (STP): The way to win with solar
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