"China produces roughly 95% of the global supply of rare earth elements and the Chinese have managed to corner the market on rare earth element," says Glenn Rogers.

The contributing analyst to Internet Wealth Builder explains, "Why you should care? Because without them, many of the high-tech devices we take for granted wouldn't exist.

"It turns out there are 17 rare earth elements (REEs) which are critical to the manufacture of numerous high-tech products such as color TVs and flat-panel displays.

Continue reading Molycorp (MCP): Speculating on Rare Earth Elements

Molycorp (MCP): Speculating on Rare Earth Elements originally appeared on BloggingStocks on Fri, 03 Dec 2010 11:00:00 EST. Please see our terms for use of feeds.

I am maintaining a buy recommendation on Shaw Communications (SJR) despite an underwhelming year-end financial report.

I originally recommended Shaw in my Internet Wealth Builder newsletter on Feb. 4, 2008 at $20.64. Calgary, Alberta-based Shaw, is a telecommunications company, which dominates the rich Alberta market. It recently also purchased the bankrupt CanWest Global television empire. Shaw is a low-risk company that won't suddenly shoot up in price but that compensates with limited downside, steady cash flow, and long-term growth potential.

Continue reading Buy Shaw for Income

Buy Shaw for Income originally appeared on BloggingStocks on Thu, 02 Dec 2010 11:10:00 EST. Please see our terms for use of feeds.

"Johnson & Johnson (JNJ) is an international giant, employing more than 115,000 people and operating in 60 countries," notes Gavin Graham.

The contributing analyst to Internet Wealth Builder explains, "The conservative stock is in a great business in an almost recession-proof field. Indeed, we see this an opportunity to buy a world-class stock at a reasonable price.

"It is a major provider of prescription drugs, including Remicade for arthritis and Procrit for red blood cell production.

Continue reading Johnson & Johnson (JNJ): World Class Buy

Johnson & Johnson (JNJ): World Class Buy originally appeared on BloggingStocks on Tue, 09 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

Continue reading Investing in Canada Pays Off

Investing in Canada Pays Off originally appeared on BloggingStocks on Fri, 29 Oct 2010 11:30:00 EST. Please see our terms for use of feeds.

The editor of Internet Wealth Builder explains, "AEM is a Canadian company that has operating mines in Quebec and Nunavut as well as in northern Finland and Mexico. Note the geography - all are stable countries with no known political threats to mining ventures.

Continue reading Agnico-Eagle (AEM): Pape's Pick Among Miners

Agnico-Eagle (AEM): Pape's Pick Among Miners originally appeared on BloggingStocks on Wed, 09 Jun 2010 14:30:00 EST. Please see our terms for use of feeds.

The contributing analyst with Internet Wealth Builder explains, "An upward movement in the Dow Industrials is only sustainable if confirmed by the Transports. As traders say, one 'makes', one 'takes'. Further, the Transports have led every major rally since 2004. So with our canary alive and well, I remain very encouraged."

Continue reading Ride the Rails: Canadian Railway (CNI) and Norfolk Southern (NSC)

Ride the Rails: Canadian Railway (CNI) and Norfolk Southern (NSC) originally appeared on BloggingStocks on Wed, 31 Mar 2010 10:00:00 EST. Please see our terms for use of feeds.

"We recommend Freeport-McMoRan (FCX), which bills itself as "the world's largest publicly-traded copper company". However, it also owns large deposits of gold and molybdenum," says Glenn Rogers.

The contributing analyst to The Internet Wealth Builder adds, "We also recommend BHP Billiton Ltd. (BHP), an Australian-based mining giant that has diversified into other areas such as crude oil, natural gas, and, most recently, potash in Saskatchewan. Its mineral assets include aluminum, silver, uranium, nickel, iron, diamonds, lead, and more.

Continue reading Material Gains: Freeport (FCX) and BHP Billiton (BHP)

Material Gains: Freeport (FCX) and BHP Billiton (BHP) originally appeared on BloggingStocks on Wed, 03 Mar 2010 14:00:00 EST. Please see our terms for use of feeds.

In Gordon Pape's The Internet Wealth Builder, he reviews four defense plays -- L-3 Communications (LLL), Cogent Systems (COGT), American Scientific & Engineering (ASEI) and OSI Systems (OSIS).

Continue reading Defensive Four-pack: Investing in Airport Security

Defensive Four-pack: Investing in Airport Security originally appeared on BloggingStocks on Fri, 29 Jan 2010 14:00:00 EST. Please see our terms for use of feeds.

"Suddenly, no one likes Research in Motion (RIMM) any more, at least that's the impression you get from the media," observes Gordon Pape. In his Internet Wealth Builder, he offers a contrary -- and bullish -- view of the smartphone maker.

"To hear some analysts tell it, the BlackBerry maker is going the way of Nortel. It's just a matter of time. For example, analyst Jim Suva of Citigroup Global Markets recently issued a sell signal on the shares, saying that RIM's long-time dominance of the smart phones market is over.

"For the record, many analysts disagree with Suva's assessment. Credit Suisse has reiterated its 'outperform' rating with a target price of $95. Bank of America/Merrill Lynch has a $100 target, Scotia Capital has a $103 target and CLSA Asia-Pacific Markets has a target of $100.

Continue reading Research in Motion (RIMM): A 'love-hate' relationship

Research in Motion (RIMM): A 'love-hate' relationship originally appeared on BloggingStocks on Thu, 19 Nov 2009 10:50:00 EST. Please see our terms for use of feeds.

"We believe it is prudent to lock in some profits, and focus on developing an income stream in the event that we get either a major correction or double-dip recession," says Glenn Rogers.

The contributing editor to The Internet Wealth Builder suggests, "It seems to me to that the most promising areas worth considering are high-yield bond funds and international real estate funds, preferably with some underlying income." Here, the reviews four income ideas.

"I like high-yield bond funds, even though there is concern that interest rates will rise in 2010.

Continue reading A four-pack of income fund favorites

A four-pack of income fund favorites originally appeared on BloggingStocks on Tue, 10 Nov 2009 13:30:00 EST. Please see our terms for use of feeds.

In Gordon Pape's Internet Wealth Builder, contributing analyst Tom Slee looks at "recession-resistant" global stocks. Here, he reviews Philip Morris International (NYSE: PM) and PepsiCo (NYSE: PEP).

Slee explains, "Philip Morris continues to benefit from rising tobacco consumption and 'uptrading' as people in the emerging countries switch to more expensive products.

"Almost recession proof, the international tobacco industry is prospering thanks mainly to new markets, strong cash flows, and reduced litigation.

Continue reading Play defense with PepsiCo (PEP) and Phillip Morris Int'l (PM)

Play defense with PepsiCo (PEP) and Phillip Morris Int'l (PM) originally appeared on BloggingStocks on Wed, 28 Oct 2009 11:10:00 EST. Please see our terms for use of feeds.

"It's time to take some profits and play defense for a while," says Glenn Rogers, adding, "Fortunately, we can hedge our bets by taking some profits and building cash reserves and reinvesting in more defensive securities."

In The Internet Wealh Builder, the advisor suggests, a trio of conservative dividend-focused exchange-traded funds.

He explains, "Everybody I talk to these days is nervous, although for different reasons. Some are nervous because they feel left behind. They sat on the sidelines and missed the incredible rally we've had since March. Now they're afraid they won't have a chance to participate because the market has been refusing to correct.

"Others are nervous because they made a pot of money in the rebound and they're afraid they could lose it all in a replay of last year's meltdown. Meanwhile, there some relatively low-risk ETFs where you could park some money while we see how all this plays out.

Continue reading Defensive bets: A trio of dividend funds

Defensive bets: A trio of dividend funds originally appeared on BloggingStocks on Fri, 16 Oct 2009 13:20:00 EST. Please see our terms for use of feeds.

In Internet Wealth Builder, he explains, "I have been involved in the newspaper industry for good portion of my career; so it has been with great dismay that I've watched the industry crumble over the last few years." For contrary investors, he looks to New York Times (NYSE: NYT) and Gannett (NYSE: GCI).

"The Internet in general has siphoned off millions of dollars of advertising that used to belong to the newspaper industry.

Continue reading Printing profits? A contrary look at newspapers

Printing profits? A contrary look at newspapers originally appeared on BloggingStocks on Fri, 02 Oct 2009 13:00:00 EST. Please see our terms for use of feeds.

"Healthcare-related stocks have been trading up and down based on the latest rumor of how the Obama medical plan might be implemented," observes analyst Glenn Rogers.

The contributing editor to Gordon Pape's Internet Wealth Builder asks, "How can we benefit from Obama-Care?" Here, the advisor looks at Walgreen (NYSE: WAG), the largest drugstore chain in the U.S."

"A recent article in Barron's suggested that Walgreens, Caremark CVS, and Target could benefit from whatever new healthcare system emerges from Congress. (Note, Caremark CVS was covered in a previous post today.)

Continue reading Walgreen (WAG): An Obama boost

Walgreen (WAG): An Obama boost originally appeared on BloggingStocks on Thu, 20 Aug 2009 14:10:00 EST. Please see our terms for use of feeds.

"Like others, I've been trying to figure out how to play President Obama's policy initiatives in healthcare," says Glenn Rogers.

The contributing editor to Internet Wealth Builder adds, "I think the generic drug makers have the best chance of coming out of the upheaval in healthcare smelling like roses." Here, he looks at one favorite: Perrigo (NASDAQ: PRGO).

"I've chosen a lesser-known generic drug maker that I think should reward investors over the next 12 months with a market-beating performance; Perrigo Company is a leading manufacturer of generic over-the-counter and prescription pharmaceuticals.

Continue reading Generic gains with Perrigo (PRGO)

Generic gains with Perrigo (PRGO) originally appeared on BloggingStocks on Thu, 09 Jul 2009 13:20:00 EST. Please see our terms for use of feeds.

Continue reading Guru Strategy: Americans should turn to Canada for outsized returns

Guru Strategy: Americans should turn to Canada for outsized returns originally appeared on BloggingStocks on Tue, 23 Jun 2009 15:50:00 EST. Please see our terms for use of feeds.

"Burlington Northern is my preferred choice in the railroad industry. At first glance, Burlington Northern had a particularly bad first quarter.

"Profit was $0.86 a share, down sharply from $1.30 a share the year before. However, when unusual items such as an unfavourable coal rate decision are excluded, operating earnings amounted to a much more acceptable $1.13 a share, well above the 96c analysts were looking for.

Continue reading Burlington Northern (BNI): On the right track

Burlington Northern (BNI): On the right track originally appeared on BloggingStocks on Fri, 22 May 2009 15:00:00 EST. Please see our terms for use of feeds.

"Some companies are managing very well now and quietly laying a foundation for solid earnings growth when the recovery gets underway," says Tom Slee.

The contributing editor to The Internet Wealth Builder adds, "A few even offer a good yield while we wait." One such company, he believes is Thomson Reuters Corp. (NYSE: TRI).

"I particularly like Thomson Reuters. It's low key and not terribly exciting, but by paying a $1.12 dividend to yield 4.1% the stock should provide investors with an excellent long-term return. Here's some background:

Continue reading Good 'news' for Thomson Reuters (TRI)

Good 'news' for Thomson Reuters (TRI) originally appeared on BloggingStocks on Tue, 28 Apr 2009 15:20:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Global advisors look to China.

"In my view, there is no sign of a sustainable rally in the US stock market on the horizon," says Glenn Rogers, asking, "So, against that gloomy backdrop, what's an investor to do?"

The contributing editor to Gordon Pape's Internet Wealth Builder suggests, "One area that looks interesting to me right now is China." Here, he highlights a trio of exchange-traded funds invested in the China market.

"The Chinese government is unencumbered by highly-paid bankers and fractious two-party politics so they have been able to move quickly to stimulate their economy and are generally well-positioned to come out of this downturn in good shape.

Continue reading Three favorite ETFs for investing in China

Three favorite ETFs for investing in China originally appeared on BloggingStocks on Mon, 30 Mar 2009 11:30:00 EST. Please see our terms for use of feeds.

With its own economic stimulus program in place, a relatively stable banking system, and a stock market that has been resilient in recent months, numerous leading global investment advisors are looking bullishly towards China.

From technology to power, and from individual stocks to ETFs, and from Hong Kong to Taiwan to mainland China, we turn to seven leading advisors for their favorite ways for US investors to take a stake in Asia.

Continue reading Global advisors look to China: 10 picks from seven pros

Global advisors look to China: 10 picks from seven pros originally appeared on BloggingStocks on Fri, 27 Mar 2009 17:00:00 EST. Please see our terms for use of feeds.