globalstocks posts
FeedPosted Apr 9th 2008 10:35AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks
"As the price of energy soars, I am convinced wealthy countries will turn to the one remaining fossil fuel that is still in abundance: coal," notes growth stock expert Jim Powell.
The editor of Global Changes & Opportunities Report, "Given the high price of oil, the coal-to-liquid fuel industry is starting to take off. One company that should profit handsomely is Headwaters (NYSE: HW)." Here is his review.
"To make coal available for most applications, it must be converted to gasoline and diesel fuel. Fortunately, that process is cost effective when oil costs over $40 a barrel. Since oil is now over twice that price, the coal-to-liquid fuel industry is starting to take off.
"Coal isn't without its critics. When burned, it gives off greenhouse gasses and other pollutants. However, technologies exist that solve those problems. With oil at current levels, it pays to implement the cleanup
processes and put coal to work.
"Headwaters should profit handsomely from the growing demand for coal. The company developed technology that changes the chemical composition of coal into high value products, including petrochemicals that are usually made from oil.
Continue reading Coal-to-liquid fires up Headwaters (HW)
Posted Apr 8th 2008 1:14PM by Steven Halpern (RSS feed)
Filed under: India, China, Newsletters, Eastern Europe, Stocks to Buy
"We like to invest in the strongest sectors and we think Industrials are on their way to the top," note Ron Rowland and Brandon Clay in All Star Investor.
The advisors explain, "Surveying the horizon of industrial companies, the most promising is Bermuda-based, Ingersoll-Rand (NYSE: IR). This is a stock you want for the next 12 months."
"The stock market is a leading indicator; it starts to decline before the economy slows down, and it starts to advance well before the economy improves. These lags often results in a stock market that starts moving up just when the public becomes 'convinced' that the problems are serious.
"Economic reports are likely to get worse. Housing foreclosures are likely to increase. Many more employees are likely to be let go. These are the perceptions that currently haunt investors.
"However, these are often the very same perceptions that create bottoms in the stock market. It is hard to see how the economy will crawl out of this mess, but eventually it will. The groundwork is now being laid.
"It may seem counter-intuitive, but investors should start planning for the next expansionary cycle. Markets move well ahead of facts, and it's time to invest accordingly. And indeed, industrials have risen in our rankings in recent weeks.
"A global leader of broad-based equipment offerings, Ingersoll-Rand is positioned to capitalize on the next phase of development like no other company in its sector. Here's why.
Continue reading Ingersoll-Rand (IR): It's time for Industrials
Posted Mar 21st 2008 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Stocks to Buy, Green Stocks
Jim Stack is well known for his "safety-first" approach to money management, focusing on a balance between risk and reward. In his InvesTech market Analyst, he notes, "We now see a window of opportunity in Waters (NYSE: WAT).
Here, Bruce Morison, consultant for Stack Financial Management, explains, "In a market overreaction to a weaker-than-expected fourth quarter, an opportunity has been created to invest in this high-quality company at an attractive valuation level.
"The stock dropped 20% when the company reported earnings that were $0.08 shy of the $1.06 estimate that Wall Street was forecasting. The shortfall was primarily a result of a higher-than-expected tax rate for 2007 and weaker sales in Japan.
"The Japan results reflected a change in government regulations for water testing. Our concern over this event is limited given that Japan accounts for less than 10% of the Waters' sales and is not a key growth market for the firm.
"A quick recap of the company ... Waters Corporation is a medium sized company based in Milford, Massachusetts which designs, manufactures, and services high performance liquid chromatography (HPLC) and mass spectrometry (MS) instrument systems.
Continue reading Waters (WAT): An 'environmental' investment
Posted Feb 19th 2007 8:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Conventions and Conferences, Newsletters, Bank of America (BAC), Barclays plc ADS (BCS)
I've just returned from the World Money Show, where some 10,000+ investors gathered to learn about global investing. I had a chance to meet with many of the advisors who were featured at the show, and I am highlighting some of their favorite investment ideas. To view all of the stocks featured in this special global report, click here.
"One of the fastest-growing investment vehicles in the history of the financial markets is the exchange-traded fund," notes Chuck Carlson, editor of The DRIP Investor.
"And the company behind iShares exchange-traded funds is not an American company. It is a United Kingdom-based company. That company is Barclays PLC (NYSE:BCS), which operates in more than 60 countries and manages more than $1 trillion of the world's money.
"ETFs are still very much in their fast-growth phase. While assets have grown sharply, many investors still are not familiar with these investments. That will change over the next few years. With a strong brand and big first-mover advantage, Barclays has positioned itself to be the major beneficiary of this huge expected growth.
"Meanwhile, takeovers are occurring on almost a daily basis. The takeover mania is being fueled by a tidal wave of liquidity. Private equity firms, hedge funds, and corporate America are awash in cash, and they are putting that cash to work by buying firms. And Barclay's is one stock that has reportedly been in the cross-hairs of a buyer.
Continue reading Global gains: Bank on Barclays
Posted Feb 16th 2007 8:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Conventions and Conferences, China, Newsletters
I've just returned from the World Money Show, where some 10,000+ investors gathered to learn about global investing. I had a chance to meet with many of the advisors who were featured at the show, and I have been highlighting some of their favorite investment ideas. To view all of the stocks featured in this special global report, click here.
"As it feverishly prepares for the 2008 Olympics -- the biggest coming out party for a country in history -- China appears ready to take its place in the global economic elite," notes international investing expert Nick Vardy.
The London-based money manager and editor of The Global Bull Market Alert sees opportunity in Shanghai-headquartered, Home Inns & Hotels Management (NASDAQ:HMIN).
He explains, "Operating exclusively in China's fast-growth markets, Home Inn has become China's top budget hotel chain virtually overnight. And with the Olympic games putting China firmly on the global tourism map, Home Inns also offers U.S. investors the best way to profit directly from the massive demand for hotel rooms in China by foreigners.
"Incorporated in 2002, Home Inns has a head start in China that gives the company a huge first-mover advantage in a sector with vast potential. Domestic Chinese travel jumped almost 75% from 1995 to 2004, with travel spending growing to $66.1 billion. Home Inns already operates 134 hotels across China, opening 27 hotels in the fourth quarter of 2006 alone.
"An additional 48 hotels are already under contract. With operations in 39 cities, and having its pick of prime, underserved markets with strong population and economic growth, Home Inns is particularly well-positioned to take advantage of China's potential moving ahead.
Continue reading Global gains: An Olympic play on China tourism
Posted Dec 29th 2006 2:30PM by Steven Halpern (RSS feed)
Filed under: 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.
United Overseas Bank Limited (Other OTC: UOVEY) is the top speculative idea for 2007 from Yiannis Mostrous. The global expert and editor of The Silk Road Investor -- and author of a new book by the same name -- explains, "United Overseas is a play in the positive changes taking place in Singapore, which continues to improve its image and attract the affluent from across Asia.
"United Overseas has been steadily improving operations and asset quality while expanding into Thailand and Indonesia.The bank has achieved a healthy mix of non-interest and interest-based income, with non-interest income growing strongly -- always a good thing. Its non-performing loan ratio dropped from 8.5% to 5.6% during the past year.
"Though Singaporean banks have been slow growers for sometime, improvement is visible as the economy enjoys strong growth amid a reflationary environment. As a result, loan growth could easily reach double digits next year. Banking stocks should eventually trade at a premium to the market, especially as return on equity improves through growth.
Continue reading Top Picks 2007: Mostrous takes "silk road" to Singapore
Posted Dec 25th 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.
Taiwan-based Chunghwa Telecom Co. (NYSE: CHT) is the favorite conservative idea for 2007 from Yiannis Mostrous, editor of The Silk Road Investor, and author of the recently published book of the same name.
The global advisor notes, "Taiwan remains a political market in the sense that until the unification issue is resolved, there will always be a 'lid' on Taiwan's economic growth. But once the political issues are addressed, Taiwan's market will decisively move higher.
"Although this adds an element of risk to investing in Taiwan, the Taiwanese market could perform well this year as it is one of the cheapest in Asia (eight years of underperformance), is disliked by all, and offers a 3.7% dividend yield. (Dividends are taxed in Taiwan, and U.S. stockholders can use the net amount of the withholding tax as a credit.)
Continue reading Top Picks 2007: Mostrous talks up Taiwan telecom
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