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Market Vectors Coal ETF (KOL): Fired Up over Coal

coal mining"Hunting for value these days is a tough task as this market rally has elevated so many stocks and ETFs to new 52-weeks with almost no buyable dips," suggests Jim Trippon.

The editor of ETF Profit Report explains, "Market Vectors Coal ETF (KOL) -- a new addition to our model ETF portfolio -- is one example of finding some value.

"The ETF is sitting 5.3% off its 52-week high just below $50 and even though this a high beta ETF, the trade set up we're looking actually keeps downside risk to a minimum.

Continue reading Market Vectors Coal ETF (KOL): Fired Up over Coal

NetEase (NTES): China's Expanding Internet

NetEase (NTES) logo"NetEase (NTES) fits right into the theme of rapidly expanding Internet revenues and profits in China," says Jim Trippon.

The editor of the China Stock Digest explains, "At least 450 million Chinese are now online. Online gaming has 265 million users and is expected to gross over $4 billion over the past year.

"This company has a wide offering of products, even though it is mostly known to western investors as a gaming platform. In fact, NetEase falls into all of the major categories of web revenue generation with significant ad sales, a home page service similar to Yahoo, email, search and a new online B2C (business to consumer) shopping presence.

Continue reading NetEase (NTES): China's Expanding Internet

Top Picks 2011: Longwei Petroleum (LPH)

Longwei Petroluem (LPH) logoThis 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.

"Longwei Petroleum Investment Holdings Ltd. (LPH) is one of the leading diesel, gasoline, fuel oil and solvent oil distributors and wholesalers in Shanxi Province, China (near Beijing)," says Jim Trippon.

The editor of the China Stock Digest explains, ""The company sells its products mainly to large-scale gas stations, coal plants and power supply companies, and on a smaller scale to small, independent gas stations.

Continue reading Top Picks 2011: Longwei Petroleum (LPH)

Top Picks 2011: Yongye International (YONG)

YongyeThis 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.

"Yongye International (YONG) is a leading developer, manufacturer, and distributor of plant and animal nutrient products in the People's Republic of China," notes Jim Trippon.

The editor of the Global Profits Alert explains, "Its plant nutrient product can significantly increase the plant's output and nutritional value and improve its taste.

Continue reading Top Picks 2011: Yongye International (YONG)

Enterprise Products (EPD): A Profitable Niche in Shale

"Enterprise Products (EPD) is is a fine example of the baby being thrown out with the bath water," says Jim Trippon.

The editor of Dividend Genius newsletter explains, "The fundamentals for the energy company here have not changed, if anything they remain as strong as ever and the decline in the units is more the result of Enterprise being viewed as an energy name, not weakness in the company's business.

"Case and point: Enterprise was easily able to tap the capital markets in May, selling $400 million in notes due in 2015 at a fixed rate of 3.7%, $1 billion in notes due in 2020 at a fixed rate of 5.2% and $600 million in notes due in 2040 with a fixed rate of 6.45%. Of course, those yields pale in comparison to the 7.1% you get by owning Enterprise units directly.

Continue reading Enterprise Products (EPD): A Profitable Niche in Shale

China Natural Gas (CHNG): A Play on Hybrid Vehicles

"China Natural Gas (CHNG) is one of the leading providers of pipeline natural gas for industrial, commercial and residential use in the Xi'an region of China; the company also distributes compressed natural gas (CNG) for vehicular fuel through natural gas fueling stations," notes China specialist Jim Trippon.

The editor of The China Stock Digest explains, "Xi'an is a fast growing Chinese city supported by a population of approximately 8.5 million. Xian (as Westerners know it) is the "gateway" to the broad western regions of China. The city of Xi'an has approximately 20,000 taxis, 5,000 buses and 3,000 special purpose vehicles that are powered by compressed natural gas.

Continue reading China Natural Gas (CHNG): A Play on Hybrid Vehicles

China stocks and funds: Top picks from three advisors

"We're seeing tremendous opportunities in China, which should move up regardless of U.S. market gyrations," says Richard Schmidt. In Stellar Stock Alert, he offers his current favorite China plays.

In addition, Jim Trippon, editor of The China Stock Alert, discusses the latest addition to his model portfolio, China's largest life insurance company -- and one with large exposure to Chinese equities.

And finally, fund expert Jim Lowell -- editor of Fidelity Investor -- says, "Investors should be buying Chinese stocks, Hong Kong real estate and Taiwanese technology." He offers some favorite funds for China region exposure.

Continue reading China stocks and funds: Top picks from three advisors

China online gaming: Giant Interactive (GA)

This post is part of a featured report on stocks in the Chinese online gaming sector.

"When it comes to numbers, Giant Interactive (NYSE: GA) is the kind of company that accountants can only dream about; with a profit margin above 70% and huge cash reserves, the stock is selling well below book value," says China expert Jim Trippon.

In his The China Stock Digest he explains, "Giant was founded in November 2004 and as become one of the fastest-growing and most profitable companies in the Chinese online game industry."

"Despite constantly rising earnings as more and more Chinese log on to the Internet, Giant Interactive is reasonably valued with a P/E multiple of 12.5.

Continue reading China online gaming: Giant Interactive (GA)

China online gaming: Top advisors' top picks

One month ago, we featured a special report featuring the favorite China-based stocks among financial newsletter advisors. Since then, the 14 stocks covered in the report have risen an average of more than 15%.

The performance of these stocks -- along with the overall China market -- has far exceeded the 3% gain in the S&P 500 index over the same time period. That report can be viewed here.

Despite these gains, many of the leading advisors remain bullish on China; in particular, several have recently focused on the online gaming sector in Asia. Indeed, Timothy Lutts notes that while the video game market in the U.S. is slowing, the video game market in China is expected to show 20%+ annual growth in coming year.

Continue reading China online gaming: Top advisors' top picks

China expert calls on wireless

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.

"Holding both of China's largest wireless carriers -- China Mobile (NYSE: CHL) and China Unicom (NYSE: CHU) gives investors something of a hedge in the event that one company takes a large amount of business from the other," says China expert Jim Trippon.

In his The China Stock Alert, he adds, "Although this is a safety measure for investors, we don't expect massive erosion in either company's subscriber base as the telecom sector and 3G service continue to expand in China.

Continue reading China expert calls on wireless

Drug research boosts Wuxi PharmaTech (WX)

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.

"Shanghai-based Wuxi PharmaTech (NYSE: WX), a new addition to our model portfolio, is a bargain," says China region expert Jim Trippon.

In his The China Stock Digest, he explains, "In a nutshell, WuXi performs pharmaceutical R&D on a contract basis for paying clients; it provides services to nine of the top ten pharmaceutical companies in the world."

Continue reading Drug research boosts Wuxi PharmaTech (WX)

Top Stock Picks '09: China Unicom (Hong Kong) Ltd. (CHU)

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.

"China Unicom (Hong Kong) Ltd. (NYSE: CHU) is our top investment pick for 2009," says Jim Trippon, China expert and editor of The China Stock Digest.

The advisor explains, "China Unicom is involved in the cellular telephone business in 31 provinces, municipalities and autonomous regions in China. The company is also a major provider of data and Internet services in the People's Republic of China.

"We like the fact that this company is dependant on local Chinese customers and is fairly well insulated from the global economic downturn.

"We have selected China Unicom as our top pick for 2009 based on valuation. The China Stock Digest uses a Warren Buffet/Benjamin Graham style of stock picking.

Continue reading Top Stock Picks '09: China Unicom (Hong Kong) Ltd. (CHU)

Olympic hangover? Not for China Mobile (CHL)

"Whenever anyone asks, 'Why invest in China?' the answer is very simple: that's where the money is, and it's where exponential future economic growth is also," says Jim Trippon.

The editor of The China Stock Digest then asks, "Will China suffers an Oympic hangover?" Here, he explains why that should not happen and offers a look at China Mobile (NYSE: CHL), which he calls the "top dog" in the Chinese wireless sector.

"The Bank of China (BOC) conducted a study of the effects of 12 Olympiads on their host countries over the course of 60 years. They found that nine of the twelve Olympic host countries suffered a decline in GDP growth in the eight years after the games.

"The key to a post Olympic slump is the size of the economy. Smaller economies like Korea suffered larger downturns after the games, while larger economies like the United States were not affected at all. In smaller economies the enormous investment dedicated to staging Olympic games created an arti?cial bubble which was followed by a slump when Olympic building booms came to an end.

"China has made one of the largest investments ever in the Olympic Games with some estimates of spending topping $40 billion. But we don't believe the capital city will go into a slump after the games.

Continue reading Olympic hangover? Not for China Mobile (CHL)

WuXi (WX): A 'secret weapon' in global drug research

"WuXi PharmaTech (Cayman) Inc. (NYSE: WX) provides laboratory and manufacturing services for the drug and medical device R&D process," notes China stock specialist Jim Trippon.

In his The China Stock Digest, he explains, "Because Chinese researchers receive much smaller paychecks than their Western counterparts, Shanghai-based WuXi is able to lower the cost of this research." Here's his review.

"We have often heard major Western pharmaceutical companies complain of the extraordinary cost of discovering and developing drugs.

"More costly than the laboratory infrastructure is the burden of paying for armies of highly trained, highly paid chemists, researchers, analysts and physicians. WuXi has become the secret weapon of many big name global pharmaceutical companies.

"China educates tens of thousands of engineers, chemists and technologists, and outsourcing that expertise has become a growth industry. WuXi became a leader in this trend in 2000 and has gone on to attract an impressive roster of clients.

"The firm's senior management team consists of Ph.D.s and MBAs with experience in drug and medical device R&D. Wuxi management has more than 200 patents pending or granted, and has published more than 800 scientific publications.

Continue reading WuXi (WX): A 'secret weapon' in global drug research

Melco Crown (MPEL): Gamble on Macau

"Since 2002, Macau has become a gambling mecca like no other, even Las Vegas" says Jim Trippon, who looks at Melco Crown Entertainment (NASDAQ: MPEL).

In his specialty newsletter, The China Stock Digest, he explains "Simply put, the Chinese love to gamble, and the combination of their new freedoms and new wealth have uncorked a gusher of revenue."

He explains, "Melco has delivered industry-beating earnings growth in the booming Macau gaming, entertainment, and hospitality industries. The company's recent reorganization has lifted it from a loss to profitability. Net revenue for the first quarter of 2008 was $482.9 million, up from $179.8 million in the fourth quarter of 2007. That's a 267% jump!

"Net income for the first quarter of 2008 was $43.2 million, compared with a net loss of $36.5 million in the fourth quarter of 2007. In a few short months the company's key asset, Crown Macau, has become the busiest casino in the world in gaming volume.

"Macau's government announced in April that it would rein in the booming gaming industry by halting the issue of new licenses and by freezing land allocations for the construction of more casinos.

Continue reading Melco Crown (MPEL): Gamble on Macau

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Last updated: February 11, 2012: 01:25 PM

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