"London-based Rio Tinto (RIO) is one of the largest and most diversified mining companies in the world; ith the potential to reward shareholders with increased dividends and share buybacks, Rio is a buy for investors seeking exposure to booming commodity markets," says Paul Tracy.

The editor of High Yield International explains, "Rio's operations are located in Australia, North and South America, South Africa, Europe and Indonesia. Its strategy is to concentrate on the development of large, high quality mineral deposits and become a low-cost producer for each commodity.

Continue reading Commodity 'Boom' Boosts Rio Tinto (RIO)

Commodity 'Boom' Boosts Rio Tinto (RIO) originally appeared on BloggingStocks on Fri, 11 Feb 2011 10:45:00 EST. Please see our terms for use of feeds.

"Atlantic Power Corp. (AT) operates 14 power generation projects and one transmission line in the U.S. and sells power mainly to electric utilities in major U.S. markets," notes income specialist Carla Pasternak.

The editor of High-Yield International explains, "Atlantic took a huge step forward when shares became listed on the NYSE on July 23rd. This listing will add recognition and liquidity to the company.

Investors can now more easily purchase shares without the extra commission associated with purchasing foreign securities. The increased exposure that the NYSE brings could also be advantageous to the share price.

Continue reading NYSE Listing Boosts Atlantic Power

NYSE Listing Boosts Atlantic Power originally appeared on BloggingStocks on Mon, 16 Aug 2010 13:00:00 EST. Please see our terms for use of feeds.

"WisdomTree International Utilities (DBU) is an excellent way to diversify outside of the U.S. in a defensive portfolio of quality stocks," says Carla Pasternak .

In High Yield International, she explains, "This ETF tracks the WisdomTree International Utilities Sector Index of international dividend-paying utilities outside of the United States and Canada. To be included in the index, companies must have paid at least $5 million in cash dividends on their common stock in the prior year. Positions are weighted based on the amount of regular cash dividends paid.

Continue reading WisdomTree International Utilities (DBU): ETF Targets Global Power Plays

WisdomTree International Utilities (DBU): ETF Targets Global Power Plays originally appeared on BloggingStocks on Wed, 27 Jan 2010 13:20:00 EST. Please see our terms for use of feeds.

This post is part of a 12-article feature on the best bets for investing in China. To see all the other recommendations in this special report, click here.

"The Greater China region covers an area which encompasses Taiwan, Hong Kong and Macau and is home to over 4,100 companies," says Nick Lanyi.

In his High Yield International, he suggests, "Research in this part of the world can be difficult for U.S. investors (who don't even speak Mandarin) to separate the good from the bad. That where The China Fund (NYSE: CHN) comes in."

Continue reading China Fund (CHN): Assessing China from within

China Fund (CHN): Assessing China from within originally appeared on BloggingStocks on Sat, 09 May 2009 12:00:00 EST. Please see our terms for use of feeds.

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

"France Telecom (NYSE: FTE) -- my top pick for 2009 -- is one the world's best-managed telecom companies," says global expert Nick Lanyi in his income-focused advisory service, High-Yield International.

Lanyi states, "The dominant provider of wireline phone service in France, FTE also is the leading wireless provider in the country and a major wireless and broadband-Internet provider throughout Europe.

"About 40% of the company's profits come from outside of France, including exposure to emerging markets with excellent long-term growth potential, including Poland and several African countries.

"FTE has invested heavily in Voice over Internet Protocol (VoIP), and its leadership in this area -- 5.4 million customers in France -- has given it a foot in the door in many homes, allowing the company to generate strong sales growth for its high-speed Internet services. FTE has relatively strong profit margins and has succeeded in cutting costs in recent years.

Continue reading Top Stock Picks '09: France Telecom (FTE)

Top Stock Picks '09: France Telecom (FTE) originally appeared on BloggingStocks on Sun, 04 Jan 2009 15:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.

Two advisors that specializes in income investing -- Mark Skousen and Nick Lanyi -- both turn to high-yielder, Southern Peru Copper (NYSE: PCU) as a contrarian play on building and infrastructure growth ahead.

Skousen, in his High Income Alert, he says, "Make no mistake, this is a contrarian play. But if you believe in buying straw hats in winter, PCU is an exceptional value at these levels."

"More than 2.9 billion pounds of copper are used in construction every year, primarily in plumbing and wiring, while electronic products use more than 1.9 billion pounds a year.

"Transportation equipment -- including cars, trains, planes and submarines -- uses more than 1 billion pounds a year.

"The manufacture of industrial equipment requires another 1 billion pounds annually. And consumer and general products, from cookware to church bells to pennies, require another 800 million pounds.

"Southern Peru operates the world's largest copper mine high in the Andes mountains, producing more than 800 million pounds of copper a year.

"Of course, the commodity bull market that was running at a full gallop in the first half of this year has stopped dead in its tracks. Copper prices are no exception. When building and manufacturing slow, so does the demand for the red metal.

Continue reading Southern Peru (PCU): Two income experts build gains in copper

Southern Peru (PCU): Two income experts build gains in copper originally appeared on BloggingStocks on Mon, 22 Dec 2008 10:14:00 EST. Please see our terms for use of feeds.

"Weakness in commodities suggests a screaming sign of an overreaction; it's time to take another look at a high-quality, high-yielding commodity stocks such as Southern Copper (NYSE: PCU)," says global investing expert Nick Lanyi.

In his High Yield International, he says, "With mines in Mexico and Peru, Southern Copper ranks #1 in total copper reserves of any publicly traded company, making it almost a pure play on a rebound in the metal's price." Here's his contrarian outlook.

"Southern Copper has enough reserves to continue its current rate of production for the next 80 years without a single expansion or acquisition.

"With copper prices falling, the firm's earnings are taking a hit -- and the dividend has recently been cut. Now that this cut has already been factored into the shares, I think it's a better time to look at the stock than just a few weeks ago.

"Based on 2008 dividends, the stock yields 12.7% at the current price. Even if the dividend comes down more, I look for a yield of 8-9% over the next 12 months.

Continue reading Southern Copper (PCU): Mining for high returns

Southern Copper (PCU): Mining for high returns originally appeared on BloggingStocks on Wed, 10 Dec 2008 10:18:00 EST. Please see our terms for use of feeds.

"Closed-end funds are a terrific way to gain diversified exposure to high-yielding foreign stocks," says global expert Nick Lanyi.

In his High-Yield International, he explains, "My latest closed-end fund pick, First Trust/Aberdeen Emerging Opportunity Fund (NYSE: FEO), gets income any which way it can from the world's fastest-growing economies." Here's his review.

"For U.S. investors looking to broaden their horizons, closed-end funds offer an easy way to gain exposure to a diverse mix of foreign stocks without venturing beyond U.S.-based stock exchanges.

"Not only that, they often provide access to stocks that don't trade in the U.S. -- including companies that only institutional investors (such as a fund manager) can buy.

"But these funds offer a bonus that mutual funds don't: in some cases you can purchase them at a discount to their net asset value (NAV) -- the underlying value of the fund's portfolio.

"That's because closed-end funds trade on the major stock exchanges, just like stocks. Their prices are determined by investor sentiment and supply and demand, in addition to the value of the investments they hold.

"Led by Brett Diment, the management team at Aberdeen Asset Management -- which specializes in emerging markets -- has assembled a portfolio that exposes investors to some of the fastest-growing economies in the world: Brazil, Mexico, China, India, Turkey, Argentina and Venezuela are among the fund's top holdings.

Continue reading FirstTrust/Aberdeen Emerging (FEO): Global growth and income

FirstTrust/Aberdeen Emerging (FEO): Global growth and income originally appeared on BloggingStocks on Wed, 30 Jul 2008 15:20:00 EST. Please see our terms for use of feeds.

"The ongoing renaissance of Eastern Europe is generating tremendous economic activity, boosting profits for companies across the continent," says Nick Lanyi in High Yield International.

He explains, "As Europe's largest economy, Germany is well positioned to continue benefiting from this growth." And within Germany, his current top pick is Deutsche Telekom (NYSE: DT), which offers a dividend yield of 6.7%.

"German stocks are currently available at historically low valuations. The country's DAX Index is trading at only about 12 times 2008 earnings estimates, with an average dividend yield of 3.4%.

"One of the world's largest telecommunications companies, Deutsche Telekom is much more than the descendant of Germany's monopoly local phone utility. It generates more than half its revenue from outside Germany -- from diversified operations across Europe and in the U.S.

"Outside of Germany, DT garners more growth from its wireless operations in Eastern Europe, the U.K. and the U.S. Most of these operate under the well-known T-Mobile brand. Overall, worldwide wireless activities account for about 55% of the company's revenue.

Continue reading Ring up gains in Eastern Europe with Deutsche Telekom (DT)

Ring up gains in Eastern Europe with Deutsche Telekom (DT) originally appeared on BloggingStocks on Wed, 21 May 2008 12:50:00 EST. Please see our terms for use of feeds.

"Central Europe & Russia Fund (NYSE: CEE) is a closed-end fund that invests in Central and Eastern Europe, Russia, and Turkey," says global investment expert Nick Lanyi.

In his industry-leading High Yield International, the advisors explains, "The fund's diversification, high yield and top-notch management team make it the best high-income play on the region today." Plus, he adds, "Now is a particularly great time to invest in these regions." Indeed, he remains strongly bullish on Russia, rgardless of any concerns expressed by political pundits regarding Russia's elections.

"The fund's largest country allocation (about 50% of assets) actually is to Russia, not Eastern Europe. I consider that a plus, because it gives investors exposure to Eastern Europe's strengths, but with the valuable ballast of an accompanying investment in Russia's natural resources sector.

"Prominent Russian natural resource firms Lukoil, Gazprom, and Norilsk Nickel account for about a quarter of the fund's total assets. With the prices of energy and mining commodities in a long-term uptrend, a large natural resources stake could come in handy in a volatile market.

Continue reading Global expert: 'Great time' to invest in Central Europe & Russia (CEE)

Global expert: 'Great time' to invest in Central Europe & Russia (CEE) originally appeared on BloggingStocks on Wed, 05 Mar 2008 10:20:00 EST. Please see our terms for use of feeds.