Continue reading Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves'

Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves' originally appeared on BloggingStocks on Fri, 18 Mar 2011 15:30:00 EST. Please see our terms for use of feeds.

"There's a little paradox in the identity of Seaspan (SSW), a company that specializes in container ships, which it acquires, crews, maintains and sails over the Seven Seas," suggests Paul Goodwin.

The global specialist suggests, "The paradox is that, despite all that ship-owning and sailing, Seaspan isn't actually a shipping company -- rather, it's a ship leasing company.

In his Cabot China & Emerging Markets Report, he continues, "Hong Kong-based Seaspan's business model is based on long-term leasing of its 57 container ships to companies that have goods to deliver.

Continue reading Seaspan (SSW): Shipping Returns

Seaspan (SSW): Shipping Returns originally appeared on BloggingStocks on Wed, 23 Feb 2011 10:00:00 EST. Please see our terms for use of feeds.

Continue reading LDK Solar (LDK): 'One Stop Shop'

LDK Solar (LDK): 'One Stop Shop' originally appeared on BloggingStocks on Mon, 07 Feb 2011 13:10:00 EST. Please see our terms for use of feeds.

This 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.

"I don't have much confidence in any kind of predictions about what might happen in 2011, but I think it's a good bet that top-stock honors will go to a fresh face rather than a familiar one," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "E-Commerce China Dangdang (DANG) is an online bookseller that's been following in Amazon.com's footsteps.

Continue reading Top Picks 2011: E-commerce China Dangdang (DANG)

Top Picks 2011: E-commerce China Dangdang (DANG) originally appeared on BloggingStocks on Mon, 27 Dec 2010 17:00:00 EST. Please see our terms for use of feeds.

"No one is more anxiously aware of the vital role of oil in running a modern industrial state than China; and when China goes looking for oil outside its own land mass, it's CNOOC Ltd. (CEO) that's carrying the checkbook," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "Short for Chinese National Offshore Oil Corporation, CNOOC was founded in 1982, and spent most of its early years exploring, drilling and pumping oil from Bohai Bay and the South China Sea.

Continue reading CNOOC Ltd. (CEO): China's Oil Sector Checkbook

CNOOC Ltd. (CEO): China's Oil Sector Checkbook originally appeared on BloggingStocks on Tue, 07 Dec 2010 12:50:00 EST. Please see our terms for use of feeds.

"We're refilling our prescription with Dr. Reddy's Laboratories (RDY), the India-based generic drug maker," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "Time was, being a generic drug manufacturer in India was a pretty simple business. All you had to do was analyze a new pharmaceutical compound and figure out how to manufacture it.

"A little thing like patent protection was just a minor inconvenience. And that's how Dr. Reddy's Laboratories got started. Founder Dr. Anji Reddy used his PhD in Chemical Engineering and his experience in a state-owned pharmaceutical company to do the reverse engineering and figure out the manufacturing process.

Continue reading Dr. Reddy's (RDY): Ready for Gains?

Dr. Reddy's (RDY): Ready for Gains? originally appeared on BloggingStocks on Mon, 22 Nov 2010 10:40:00 EST. Please see our terms for use of feeds.

"Focus Media Holdings (FMCN), our latest featured stock, is a leader in the advertising sector in in China; this stock is a great way to play the broad consumer market in China as that country's middle class continues to grow," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "In 2002, the company's founder, Jason Jiang, was standing in a crowd of bored office workers in Shanghai, waiting for one of the office block's infamously slow elevators to arrive.

"Then it hit him. If he could just put a little fl‚at-panel TV on the wall by the elevators, he could sell space on the screen to advertisers, translating all those increasingly affluent eyes into money.

Continue reading Focus Media (FMCN): Advertising Gains in China

Focus Media (FMCN): Advertising Gains in China originally appeared on BloggingStocks on Mon, 11 Oct 2010 13:00:00 EST. Please see our terms for use of feeds.

"Modern drugs are expensive to develop; but after just 20 years, a drug can be duplicated by generic drug manufacturers and sold to those who need it for far less money," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "That's where Dr. Reddy's Laboratories (RDY) comes in. Founded in 1984 by Dr. Anji Reddy, Dr. Reddy's Labs is the main reason India has gone from a net drug importer to a net drug exporter.

"Dr. Reddy's is a growing global power in the pharmaceutical business, with a lineup of more than 50 products offered in the U.S., more than 160 products marketed in Europe, and more than 200 branded formulations available in India, Russia and other emerging markets.

Continue reading Dr. Reddy's (RDY): A 'Generic Revolution'

Dr. Reddy's (RDY): A 'Generic Revolution' originally appeared on BloggingStocks on Mon, 21 Jun 2010 11:10:00 EST. Please see our terms for use of feeds.

"The Cabot China-Timer has flashed a new buy signal, telling us the trend of Chinese and emerging market stocks has turned back up. No one knows how long this signal will persist, and you shouldn't try to guess. Instead, your best move is to go with the evidence, which is now bullish," observes Paul Goodwin.

The editor of The Cabot China & Emerging Markets Report explains, "India's Tata Motors (TTM), the largest truck and auto maker in the subcontinent, has been a little of both over the years, but it looks like the time is right for a new advance.

Continue reading Tata Motors (TTM): Small Cars, Big Potential

Tata Motors (TTM): Small Cars, Big Potential originally appeared on BloggingStocks on Fri, 19 Mar 2010 13:00:00 EST. Please see our terms for use of feeds.

Two leading international financial newsletter editors remain bullish on the prospects for China Yuchai International Limited (CYD), a maker of diesel engines.

Here's recent commentary from Nicholas Vardy, editor of The Global Bull Market Alert and Paul Goodwin, editor of The Cabot China & Emerging Markets Report.

Continue reading Diesel Dollars: Two Experts Eye China Yuchai (CYD)

Diesel Dollars: Two Experts Eye China Yuchai (CYD) originally appeared on BloggingStocks on Mon, 01 Feb 2010 10:30:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"My pick for the top stock of 2010 is Gafisa (GFA), a Brazilian homebuilder and developer," says emerging markets specialist Paul Goodwin.

In his The Cabot China & Emerging Markets Report, he explains, "This is an experienced growth company in a country with an excellent economic engine."

Continue reading Top Picks for 2010: Gafisa (GFA)

Top Picks for 2010: Gafisa (GFA) originally appeared on BloggingStocks on Sun, 27 Dec 2009 13:00:00 EST. Please see our terms for use of feeds.

"The 'offshoring' of IT development, customer service and back office operations has always been controversial in the U.S. (because of the jobs lost)," observes Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "However, these outsourcing services have also been cost-effective. And outsourcing pioneer Wipro (NYSE: WIT) is very good at it.

"Wipro, the Indian megacap company, has been holding earnings steady as a rock despite the global recession that has ripped the heart out of so many companies.

Continue reading Wipro (WIT) and offshoring: Controvery and opportunity

Wipro (WIT) and offshoring: Controvery and opportunity originally appeared on BloggingStocks on Tue, 13 Oct 2009 13:30:00 EST. Please see our terms for use of feeds.

"With over 950 completed projects successfully completed, Gafisa SA (NYSE: GFA) is the most successful real estate builder and developer in Brazil," says Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "So what is it about a Brazilian homebuilder that interests us so much? It's a combination of 'story, numbers and the chart." Here's the advisor's review.

"Brazil, one of the largest economies in the world, is still in the process of emerging from an economic crisis that began in the late 90s and bottomed out in 2002.

Continue reading Gafisa SA (GFA): Brazilian building bet

Gafisa SA (GFA): Brazilian building bet originally appeared on BloggingStocks on Thu, 06 Aug 2009 11:00:00 EST. Please see our terms for use of feeds.

For those seeking exposure to the India markets, Paul Goodwin looks to HDFC Bank (NYSE: HDB), the leading private-sector bank in India.

In his The Cabot China & Emerging Markets the advisor explains, "The company puts itself at the top of its class with its relentless revenue growth, which has averaged over 42% a year." Here's his review.

"The bank became an independent company as part of the liberalization of the Indian banking industry that began in 1994.

Continue reading Bank on India: HDFC (HBN)

Bank on India: HDFC (HBN) originally appeared on BloggingStocks on Tue, 30 Jun 2009 11:20:00 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 big story behind China Life Insurance (NYSE: LFC) is still the demographic one, as the population of China urbanizing and aging," says Paul Goodwin, a specialist in Asian stocks.

In his Cabot China & Emerging Markets Report, the advisor offers a fascinating look into the company, reviewing its firm's history, it's current state and assessing its future outlook.

Continue reading Demographics boost China Life Insurance (LFC)

Demographics boost China Life Insurance (LFC) originally appeared on BloggingStocks on Sat, 09 May 2009 10:00:00 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.

China expert Paul Goodwin selects E-House Holdings (NYSE: EJ) -- the leading real-estate firm in China -- as his favorite idea for the coming year.

The editor of The Cabot China & Emerging Markets Report explains, "In 2008, housing values in China plunged, and E-House's stock price plunged right along with them." Here, he explains why this year should see improving prospects.

"E-House is the leading real-estate firm in China, and that's becoming a bigger deal these days. The massive migration from China's farms and villages to the cities put huge pressure on housing stocks and E-House's role in providing agency and brokerage services to market new housing developments gave the company a huge boost in 2007.

"On the other hand, 2008 was a different story. A slowing Chinese economy and overvaluation caused by rampant speculation had the same effect in China as it did in the U.S. Housing values plunged, and EJ's price plunged right along with them.

Continue reading Top Stock Picks '09: E-House Holdings (EJ)

Top Stock Picks '09: E-House Holdings (EJ) originally appeared on BloggingStocks on Thu, 01 Jan 2009 17:30:00 EST. Please see our terms for use of feeds.