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ASML Holding NV (ASML): 'Quiet Star' in Mobile Devices

"Don't worry about whether the iphone will beat the Android, or the Galaxy the ipad; rather, you should buy the maker of chip machines for mobile devices," says Frida Ghitis.

The contributing editor to Global Investing explains, "Spun off from Phillips, ASML Holdings NV (ASML) -- a quiet high tech star -- is the world leader making lithography system machines for chipmaking by the semiconductor industry.

Continue reading ASML Holding NV (ASML): 'Quiet Star' in Mobile Devices

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)

Keep an eye on Alcon (ACL)

"You may not have your eye on Alcon Inc. (NYSE: ACL), but if you wear contact lenses, suffer from dry eyes, worry about glaucoma, or even if you have hay-fever, you may have bought ACL products," notes global expert Frida Ghitis.

Here, the contributing advisor to Vivian Lewis' Global Investing, explains, "This Swiss eye drug giant has with its eyes on both the bottom line and the pipeline.

"As the world's largest eye care company, ALC has excellent management, stellar performance, promising demographics, and an intriguing ownership structure.

"Demographics bode well. Aging eyes need attention. Demand will rise for glaucoma medication, dry eye treatments, and other Alcon top sellers. As emerging markets grow their middle class, eye-care will be affordable by millions more people.

Continue reading Keep an eye on Alcon (ACL)

Best Stocks for 2008: A high-flyer with Aeropuertos del Sureste (ASR)

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"Although high oil prices and a weak US dollar are hurting some vacation areas, these trends are also creating enormous opportunities; indeed, Mexico is a country where the dollar still gets you a fistful of pesos and a plane ticket doesn't cost as much as an oil well," says Frida Ghitis, contributing editor for Global Investing.

"Aeropuertos del Sureste (NYSE: ASR), known as ASUR, operates nine airports," explains Ghitis. "Want to visit Mexico's Caribbean coast, luxury resorts, and nearby Mayan ruins? Unless you go by sea, chances are that you'll have to stop by one of ASUR's airports.

"One of its airports is the newly expanded Cancun facility, which saw almost ten million passengers last year. Every passenger pays airport fees, and every dollar spent on food, drinks, or gifts at the airport adds to the bottom line.

"Most of the airports are in the Southeast of the country, but the company also runs the facilities in the key tourist destinations of Oaxaca and Huatulco on the Pacific. Altogether, some 13 million passengers traveled through the company's airports last year.

Continue reading Best Stocks for 2008: A high-flyer with Aeropuertos del Sureste (ASR)

Best Stocks for 2008: Latin America banks on Banco Santander (STD)

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"Banco Santander (NYSE: STD) is a 'swashbuckling Spaniard,'" jests Frida Ghitis, contributing editor for Global Investing.

In referring to her conservative favorite for 2008 she explains, "While the big ships of the financial industry struggled to weather a storm of their own creation in the credit markets, a solidly built craft sailed full speed ahead undeterred by the turbulence, proudly flying the Spanish flag into new and old markets.

"Banco Santander, which trades as an ADR in the US, apparently managed to tack clear of the siren call of easy subprime money in America. Instead, following in the tradition of the conquistadors, it went in search of new riches in the old world and the new.

"With branches in Europe, Africa, and the Americas, Grupo Santander has grown to become the largest bank in Europe by market capitalization, even as its competitors see their market cap wither during difficult times.

Continue reading Best Stocks for 2008: Latin America banks on Banco Santander (STD)

Top resource ideas: 20 advisors on metals, mining, and money

Gold and silverWhat are the best speculations and investments among metals, miners, and other resource plays? To find out, I turned to 20 of the nation's leading newsletter editors, as well as speakers from the recent New Orleans Conference, a leading forum for resource advisors.

Their current top ideas cover a wide diversity of ideas, from gold and silver, from alumina and copper, to platinum and palladium. These picks cover markets from Chile to China and from Canada to Russia. These ideas also range from large cap, well-established, and diversified companies to small cap, development-stage junior speculations.

Readers should only consider these ideas as a starting place for their own research and should keep in mind the caveat that any stock you buy should only be considered within the framework of your own time horizon and risk parameters. Meanwhile, here are 20 different advisors assessing various aspects of the metals, mining, and resources sectors:

Continue reading Top resource ideas: 20 advisors on metals, mining, and money

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Last updated: February 11, 2012: 06:27 PM

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