resource funds posts
FeedPosted Mar 7th 2008 1:42PM by Steven Halpern (RSS feed)
Filed under: International markets, India, China, Brazil, Russia, Newsletters, Commodities, Eastern Europe, Agriculture, Stocks to Buy
"U.S. Global Investors (Nasdaq: GROW) has been growing its revenue and earnings at an accelerated pace
over the last few years, notes Horacio Marquez, adding "And that pace is about to pick up after a recent mild respite."
The contributing editor to The Money Map explains, "We expect very strong gains in this stock to come in short order." Here, he looks at the fund management firm.
"The reason is very simple. If you couple some of the best minds in emerging-market investments and commodity
investments with a comprehensive quantitative and qualitative approach, you get consistently top-performing
funds with eye-popping returns.
"Last year, four of the firm's equity funds, – representing more than 80% of the money under management –
were among the top performers in the overall U.S. mutual fund universe, in the one- and 10-year time
periods.
"And in the fund-management business, strong, consistent fund performance drives growth in assets under management. And since growth in assets under management drives fees, it is no surprise that this company has
been able to achieve operating income growth rates of between 27% to 94% over the last 10 years.
"In fact, the company should see accelerating earnings growth in the second half, as the interest rates cuts favor higher commodity prices and emerging-market investments – areas in which U.S. Global's funds excel.
Continue reading Money Map points to growth for U.S. Global (GROW)
Posted Feb 28th 2008 2:40PM by Steven Halpern (RSS feed)
Filed under: Major movement, International markets, Newsletters, Mutual funds, Commodities, Oil, Agriculture, S and P 500, DJIA, Stocks to Buy, Recession
"When our most recent measurement period has been down, it is useful to look for funds that fell less than the market while also evidencing attractive reward/risk characteristics over the past three years," says Thurman Smith.
The editor of Equity Fund Outlook -- a fund advisory service that places its greatest emphasis on manager expertise -- takes a looks at a trio of mutual funds -- Permanent Portfolio (PRPFX), CGM Focus (CGMFX) and Leeb Focus R (LCMFX).
"Permanent Portfolio is not strictly an equity fund, but does have a structured diversification that is broader than most sector funds.
"Preservation of buying power over all market conditions is the idea behind this unique offering, which maintains a fixed allocation of 25% in gold and silver, 10% in Swiss franc assets, 15% in U.S. and foreign real estate and natural resource companies, 15% in aggressive domestic stocks, and 35% in U.S. government paper.
"Permanent Portfolio has not beaten the market over very long periods, but it returned 8.5% annualized over the last fifteen calendar years vs.10.5% for the market, and over the past ten years its annualized return of 9.4% beat the market's 6.3%. It did this with a Risk Exposure half that of the market. (One reason for therecent good performance is its gold allocation.)
Continue reading A trio of outperforming funds
Posted Dec 28th 2007 10:30AM by Steven Halpern (RSS feed)
Filed under: Brazil, Newsletters, Commodities, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
"There's no question that this booming growth in the emerging countries has been a huge factor driving the strongest markets," explains Pamela Aden, editor of The Aden Forecast.
"Three billion people are now participating in the global economy who weren't involved before and that's a dramatic force.
"As these countries build their infrastructure, demand for raw materials has soared. Again, this mega-trend is poised to continue, along with strong growth.
"My favorite conservative way to play this trend is with the Materials Select SPDR (ASE: XLB), which moves with the raw materials sector. Instead of picking individual stocks, this provides a good way to generally profit from what's happening globally.
Continue reading Best Stocks for 2008: ETF favorites with Materials (XLB) and Brazil (EWZ)
Posted Dec 18th 2007 4:45PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual funds, Commodities, Stocks to Buy, Best Stocks for 2008
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.
"My top conservative play for 2008 is a repeat of my top pick from last year, StreetTracks Gold Trust (NYSE: GLD)," says Mark Leibovit, editor of VRYTrader and last year's #1 rated market timer by Timer Digest.
"StreetTracks Gold seeks to reflect the performance of the price of gold bullion, less the trust's expenses. The trust holds gold, and is expected to issue baskets in exchange for deposits of gold, and to distribute gold in connection with redemption of baskets.
"The gold held by the trust will only be sold on an as-needed basis to pay trust expenses, in the event the trust terminates and liquidates its assets, or as otherwise required by law or regulation. The trust is not managed like an active investment vehicle, and it's not registered as an investment company under the Investment Company Act of 1940.
Continue reading Best Stocks for 2008: Top timer goes for StreetTracks Gold Trust (GLD)
Posted Oct 19th 2007 5:15PM by Steven Halpern (RSS feed)
Filed under: Russia, Newsletters, Mutual funds, Commodities, Oil, Stocks to Buy
"On an ongoing basis, we try to talk with the managers of the funds in our Best Buys portfolio; we recently spoke with Charlie Ober of T. Rowe Price New Era (PRNEX)," says Mark Salzinger in The No-Load Fund Investor. Here are highlights from his discussion with the resources manager.
"Ober has positions New Era not only to benefit from likely strong profits in the broad natural resources sector, but also to protect against rising costs within the sector itself. The fund continues to have a large position in energy stocks, which is now 70% of the portfolio.
"Ober has been gradually adjusting the mix of the fund toward oil and gas services and drilling companies, along with engineering and construction firms.
"These types of companies have pricing power, and they can serve the U.S. energy producers along with non-U.S. independent products and the many state-owned or affiliated oil producers overseas. As of the end of July, these types of companies represented six out of the top ten holdings.
Continue reading Best energy ideas: A 'New Era' for resources