"A focal point of China's ambitious $586 billion stimulus package will be railroads; in fact, investment in railways has already tripled over this time last year." explains value Investor Nathan Slaughter.

In his Half-Priced Stocks he adds, "Guangshen Railway Limited (NYSE: GSH) looks to be an obvious choice to benefit from this trend. Indeed, pricing flexibility, stellar efficiency and utilization has made Guangshen the most profitable rail company in China."

"Growth in China's railways doesn't come as a surprise. Years before this plan was put in motion, China already had bold ideas about building out its railway system -- and was bankrolling those ideas with about $200 billion in government cash.

Continue reading Guangshen (GSH): Riding the rails in China

Guangshen (GSH): Riding the rails in China originally appeared on BloggingStocks on Mon, 13 Jul 2009 15:20:00 EST. Please see our terms for use of feeds.

"USEC (NYSE: USU) is the nation's leading supplier of enriched uranium for use in commercial nuclear power plants -- in fact, it is the only supplier," notes value investor Nathan Slaughter.

In Half-Priced Stocks newsletter, he explains, "Low-enriched uranium is commonly used as fuel in nuclear reactors, and no other company in the U.S. provides it, giving USEC a dominant position in a key niche market." Here is his review.

"Its competitive advantage? USEC has the single best competitive advantage there is: zero competition -- at least in the United States. While the firm does have a handful of rivals overseas, it has reaped the benefit of being the lone U.S. supplier.

"The company has also been awarded lucrative contracts to perform work for the U.S. Department of Defense.

"The company also benefits from the nation's longstanding nuclear non-proliferation treaty with Russia. Specifically, it participates in the salvaging of old Soviet nuclear warheads under the 'Megatons to Megawatts' program, which essentially gives the firm a sharply discounted source of uranium.

Continue reading USEC (USU): 'Ben Graham value play' in uranium

USEC (USU): 'Ben Graham value play' in uranium originally appeared on BloggingStocks on Mon, 23 Jun 2008 14:16:00 EST. Please see our terms for use of feeds.

"MGM Mirage (NYSE: MGM) is arguably the world's top publicly traded casino gaming company; from budget-minded families at the Excalibur to high-rollers at the Bellagio, no segment of the market should slip through the cracks," says value investor Nathan Slaughter.

In Half-Priced Stocks, he explains, "But this is just the beginning: the firm has ambitious plans to leverage its brands and take its gaming/hospitality experience to other growing markets around the world."

"Thanks in part to a landmark merger with cross-town rival Mandalay Group several years ago, MGM is now the dominant player on the booming Las Vegas Strip. The merger also brought together two complementary property portfolios, adding Mandalay's low/mid-tier casinos to MGM's mid/high-end resorts.

"The company also has upscale resorts in other high-profile markets, including Atlantic City's Borgata, Detroit's MGM Grand, and the Beau Rivage on Mississippi's Gulf Coast. Combined, the firm operates around 20 properties featuring more than 42,000 hotel rooms.

"And looking ahead, a busy development pipeline and global expansion plans should keep both of those totals moving briskly forward. The company recently celebrated the introduction of MGM Grand Detroit last October, and that property has already hit the ground running and emerged as a market leader.

Continue reading MGM Mirage (MGM): Value play for high rollers

MGM Mirage (MGM): Value play for high rollers originally appeared on BloggingStocks on Tue, 26 Feb 2008 13:52:00 EST. Please see our terms for use of feeds.

While media pundits and politicians debate the pros and cons of immigration, one thing is clear -- the number of immigrants both in the U.S. and worldwide is growing rapidly. And, according to Nathan Slaughter, these workers are using money transfers to send funds back to their home countries.

In his Half-Priced Stocks newsletter, the advisor turns to Western Union (NYSE: WU) as a beneficiary of this trend. He considers the company a "venerable blue chip" that is significantly undervalued.

Slaughter notes, "With more than 300,000 agent locations worldwide, Western Union is clearly the dominant player in the money-transfer industry -- it boasts a network three times as large as its closest rival."

Meanwhile, Slaughter points out that the firm recently announced that it had joined with financial services firm Checksmart to offer its services in 263 locations. This new partnership, he points out, follows a flurry of recent deals that have seen Western Union pick up more than 1,400 locations in Mexico, Italy, and Spain.

Continue reading Western Union: Immigration boosts money transfers

Western Union: Immigration boosts money transfers originally appeared on BloggingStocks on Wed, 25 Jul 2007 13:48:00 EST. Please see our terms for use of feeds.