"Novo Nordisk A/S (NVO) is a Danish pharmaceutical company that focuses on diabetes care and biopharmaceuticals," notes Nicholas Vardy.
The editor of the Global Bull Market Alert explains, "Novo Nordisk is a quiet giant, employing 30,000 people in 76 countries; we think investors could double their money with this profit machine.
"More than 200 million people worldwide suffer from some form of diabetes. Patients with type 1 (juvenile) diabetes can't make insulin at all and need to inject it their whole lives.
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FeedNovo Nordisk A/S (NVO): Health Care 'Profit Machine'
Continue reading Novo Nordisk A/S (NVO): Health Care 'Profit Machine'
India Outsourcing Boosts Cognizant (CTSH)
"Outsourcing play Cognizant Technology (CTSH) is a bet that after a strong 2010, this sector will continue to yield big profits for investors," says Nicholas Vardy.
The editor of Global Bull Market Alert explains, "CTSH, a New Jersey-based company with more than 75% of its 100,000-plus employees based in India, is set to continue performing well as the global economic recovery gains momentum.
"Cognizant does more than just staff low-end call centers, or process online catalog orders. Cognizant's workers test drugs, develop software and engage in a host of other sophisticated activities.
China MediaExpress (CCME): The Real Thing in the Ad Market?
"China MediaExpress Holdings (CCME) is a bet on what might be the most profitable company in the in the world's fastest-growing media market," says international investing expert Nicholas Vardy.
The editor of Global Bull Market Alert explains, "CCME operates a television advertising network on inter-city passenger buses in China. The company has no significant competition in this space in China.
"Its network consists of digital televisions that show ads on more than 21,000 buses, many of which travel through some of China's most populous regions.
Continue reading China MediaExpress (CCME): The Real Thing in the Ad Market?
Vardy's View: Buy Indonesia
"With sentiment improving slightly in global markets, we now recommend that you dip your toe back into global stock markets," says international investing expert Nicholas Vardy.The editor of The Global Bull Market Alert explains, "We are betting on what has been the world's best-performing stock market of 2010 -- Indonesia -- and we are recommending you invest in this region through the Market Vectors Indonesia ETF (IDX).
"As the world's fourth-largest country with a population of 225 million, Indonesia boasts a young and growing population with Jakarta, the nation's capital, expected to be the largest city in the world within two decades.
Big Mac Index: What Burgers Say About Currency Valuations
"For the 24th year running that the Economist magazine has published its famed Big Mac Index; this index is a tongue-and-cheek way of measuring the purchasing power parity (PPP) -- that is, the relative overvaluation and undervaluation of the world's currencies," notes Nicholas Vardy.
The editor of The Global Stock Investor explains, "What does the Big Mac now say about the relative value of global currencies?
"According to the theory of purchasing power parity, a dollar should buy the same amount of the same good across all countries. By comparing the cost of Big Macs -- a good that is produced in about 120 countries -- the Big Mac Index calculates the exchange rate (the Big Mac PPP) that would result in hamburgers costing the same in America as they do abroad.
Continue reading Big Mac Index: What Burgers Say About Currency Valuations
Chile Investable Market (ECH): The 'Anti-Greece'
The editor of The Global Bull Market Alert explains, "A small country of 17 million in Latin America, think of Chile as the "anti-Greece." In contrast to the fiscal profligacy of Greece, whose spendthrift ways threatened to dissolve the euro, Chile has been a model for how a small developing country should conduct its economic affairs.
Continue reading Chile Investable Market (ECH): The 'Anti-Greece'
MercadoLibre (MELI): The 'eBay' of Latin America
The editof of The Global Bull Market Alert explains, "But MercadoLibre is more of a bet on e-commerce and on Latin America as a whole, rather than on Argentina in particular. It's best to think of MercadoLibre as the "eBay of Latin America."
Continue reading MercadoLibre (MELI): The 'eBay' of Latin America
Chile Fund (ECH): Post-Quake Buy
In The Global Bull Market Alert, he explains, "The market will very likely be weak near term because of the general level of uncertainty and concerns over damage to infrastructure. Looking back a few weeks from now, I believe this will represent a buying opportunity.
Vardy's view: Bet on emerging markets small caps
"Our latest pick combines two highly profitable asset classes, small caps and emerging markets," says Nicholas Vardy. In The Global Bull Market Alert, he an emerging markets ETF.
"The SPDR S&P Emerging Markets Small Cap ETF (NYSE: EWX) offers you access to small caps in emerging markets that otherwise would be off limits.
"While some of the larger emerging market stocks trade in the United States, these smaller players never will.
"In addition, it's well known that U.S. small caps tend to outperform large caps over the long run. Their small size makes them nimble and quicker to react to changing market conditions.
Continue reading Vardy's view: Bet on emerging markets small caps
Investing in Israel
"Our latest pick is a bet on a low-profile foreign market, Israel, which has turned out to be one of the world's top performers this year," says Nicholas Vardy.
In The Global Bull Market Alert, he explains, We recommend the iShares MSCI Israel Cap Invest Market Index (NYSE: EIS), as I expect the Israeli market to continue to perform well over the next few months."
"Global markets continue to be locked in a trading range, consolidating their gains of the last four months; this kind of see-saw trading is actually quite typical of the summer months, and I expect the range-bound trading to continue.
China online gaming: Vardy votes for Shanda (SNDA)
This post is part of a featured report on stocks in the Chinese online gaming sector.
"We're increasing our bet on Asia through Shanghai-based Chinese gaming company, Shanda Interactive Entertainment Ltd. (NASDAQ: SNDA)," says international stock expert Nick Vardy in The Global Bull Market Alert.
"I expect this small-cap stock to be a solid, risk-return trade, especially if you are willing to endure some volatility.
"First, Shanda operates online games in the People's Republic of China and is a pioneer in the hugely complex role-playing games that people play over the Internet.
Continue reading China online gaming: Vardy votes for Shanda (SNDA)
Hong Kong ETF (EWH): 'Set to soar'
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.
"While the U.S. markets are rising, Asian stock markets are on fire," says global specialist Nicholas Vardy.
In his The Global Bull Market Alert, he suggests, "Our latest bet is s China play; we are recommending the iShares MSCI Hong Kong Index (NYSE: EWH). Here, he explains why he believes that Hong Kong's stock market is "set to soar over the coming months."
Hot prospects for Chile (ECH)
"Resource-rich, politically stable and increasingly prosperous, Chile is an attractive play on commodities and growing wealth in emerging markets," explains Mark Salzinger, editor of The Investor's ETF Report.
Chile is also a favorite investment position of Nicholas Vardy, editor of The Global Bull Market Alert, who notes, "Thanks to its fiscal prudence, its lack of a domestic housing bubble, and its sizeable wealth reserves, Chile has weathered the current global economic meltdown better than most countries."
Here, the two advisors assess the longer-term opportunity in iShares MSCI Chile (NYSE: ECH), an exchange-traded fund.
Government bonds: An 'inverse' strategy
This post is part of a 12-article feature that can be read here: Today's best income ideas.
"You may be surprised to learn that we are in the midst of one of the greatest financial bubbles in history," explains Nick Vardy, referring to long-term government bonds.
In his Global Bull Market Alert, the advisor suggests, "This bubble isn't motivated by greed, but by fear." Here, he looks at the Rydex Inverse Government Long Bond Strategy Inverse (RYJUX), which he says, has the potential to become "the biggest trade of the year."
Oversold bounce due for Emerging Markets (EEM)
"iShares MSCI Emerging Markets (ASE: EEM) is a bet on on a short-term bottom in emerging markets," says international expert Nick Vardy in The Global Bull Market Alert.
"This recommendation is based on the belief that the initiatives of policy makers across the globe will trigger a sustained, short-term bounce between now and the end of the year.
"First, the policy responses to the global economic crisis have been both massive and coordinated. These efforts combined will ease the shortage of dollars that has ravaged emerging markets.
"Second, emerging market equities are as cheap as they have ever been. The benchmark MSCI Emerging Markets index is trading at a P/E in the single digits, down from 18.5 a year ago.
Continue reading Oversold bounce due for Emerging Markets (EEM)
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