steven halpern posts
FeedPosted Mar 24th 2011 4:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Toyota Motor Corp. (TM), Newsletters, Sony Corp ADR (SNE), Japan, Stocks to Buy
This post is part of Japan: A Special Report for Investors.
"The list of those hurt financially by the earthquake include the Japanese government (so don't buy Japan's government bonds), insurance companies (who will make up their losses through higher future premiums) and the unfortunate Japanese people themselves," says Martin Hutchinson.
The contributing editor to Money Morning explains, "Of course, even among listed companies, there will be some losers. Tokyo Electric Power Co. (TKECY), or TEPCO, is the unfortunate owner of the damaged Fukushima Daiichi nuclear power station.
Continue reading Japan: Contrarian Buys from Autos to Housing
Posted Mar 24th 2011 11:10AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Housing, Financial Crisis
"Realty Income (O) is one of our favorite companies; they continue to grow their portfolio of properties which will ensure their dividend stream will grow for years to come," says Steve Christ.
The editor of Wealth Advisory explains, "The company recently announced its 54th consecutive quarterly increase and the 61st dividend increase since Realty Income went public in 1994.
"The company recently announced that it had signed definitive purchase agreements to acquire up to 33, single-tenant, retail, distribution, office and manufacturing properties under long-term, net-lease agreements for approximately $544 million.
Continue reading Realty Income (O) Ups Dividend for 54 Consecutive Quarters
Posted Mar 23rd 2011 12:40PM by Steven Halpern (RSS feed)
Filed under: Apple Inc (AAPL), Wal-Mart (WMT), Newsletters, International Business Machines (IBM), AFLAC Inc (AFL), Research in Motion (RIMM), Texas Instruments (TXN), Japan, Stocks to Buy
This post is part of Japan: A Special Report for Investors.
"Japan's tsunami has struck worldwide," says Richard Moroney, the editor of Dow Theory Forecasts, which has maintained a model portfolio of blue chip stocks for over 50 years.
Here, he reviews a number of the top buy recommendations in the newsletter's portfolios to determine the potential risk posed by the recent tragic developments in Japan.
Stocks cited as "Focus List Buys" are are those issues that the service expect to significantly outperform the market over the next 12 months.
Continue reading Japan: Dow Theory's Blue Chip Portfolio Review
Posted Mar 23rd 2011 9:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Japan, Commodities, Oil, Agriculture, Stocks to Buy
This post is part of Japan: A Special Report for Investors.
"Without underestimating the magnitude of the tragedy and human suffering following the earthquake in Japan, we recommend investors buy into Japan amid the current market weakness," says Yiannis Mostrous.
The Asian stock expert and editor of Global Investment Strategist explains, "The tragic earthquake in Japan has roiled markets, but the country's long-term strength remains intact. This is a good time to establish long-term positions in some of Japan's best companies, such as Mitsubishi Corp. (MSBHY).
Continue reading Japan: Mitsubishi Corp. (MSBHY)
Posted Mar 22nd 2011 4:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, ETF Investing, Japan
This post is part of Japan: A Special Report for Investors.
"Following the earthquake in Japan, the Nikkei 225 Index lost 18% in just 3 trading days, a worse decline than even the crash of 1987; the behavior of the iShares MSCI Japan Index ETF (EWJ) looks like a selling climax has occurred," says Marvin Appel.
The editor of Systems & Forecasts explains, "After a fast decline, the market bounced on unusually heavy volume. In this particular case, EWJ opened on March 15 with a loss of 7%. However, by the close, all of this loss was recouped on exceptionally heavy volume.
Continue reading Japan: iShares MSCI Japan Index ETF (EWJ)
Posted Mar 21st 2011 3:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Toyota Motor Corp. (TM), Newsletters, Sony Corp ADR (SNE), Japan, Stocks to Buy
"Few people know exactly how long it will take Japan to recover and rebuild, nor the full impact of the destruction in the world's third-largest economy," says Louis Basenese.
The contributing editor to Investment U advises, "In the short term, expect volatility to be the norm; but if you're a long-term investor there are reasons for bullishness:
"First, Japan is cheap. Even before the earthquake hit, Japan was one of the world's cheapest markets with the average stock on the TOPIX trading at a price-to-book ratio of 1.0 -- a 56% discount to the average U.S. stock.
Continue reading Japan: A Special Report for Investors
Posted Mar 18th 2011 3:30PM by Steven Halpern (RSS feed)
The major beneficiaries of ongoing unrest in the Middle East will include companies that have lots of oil reserves, which certainly includes Brazil's Petrobras (PBR)," notes Paul Goodwin.
The editor of Cabot China & Emerging Markets Report explains, "The company is the third largest oil and natural gas company in the world, with proven oil reserves of 14.2 billion barrels. That's an 11% year-over-year gain in reserves, the largest increase in eight years.
"If you add in probable and possible reserves, the number rises to nearly 28.5 billion barrels. Proven natural gas reserves also took a big jump in 2010, rising more than 15% to 423 billion cubic meters.
Continue reading Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves'
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