tony sagami posts
FeedPosted Apr 3rd 2008 8:50AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Yum Brands (YUM), Stocks to Buy, China Mobile Limited (CHL)
"The Olympics have long been a boon to stock markets of host countries," notes Tony Sagami, a leading global stock advisor with a noted specialty in Asian markets.
In his Asia Stock Alert newsletter, he notes, "I believe the chief beneficiaries of the Olympic Games will be consumer and travel-related stocks. And within these sectors, I've chosen six stocks poised to bring home Olympic gold from Beijing."
"We saw a 19% gain in the Spanish stock market in the 12 months before the 1992 Barcelona Olympics, and the 27% gain in the Greek stock market in the year before the 2004 Athens Olympics. And those countries were not growing at a fraction of the breakneck pace that China is. So it wouldn't surprise me to see the Chinese stock market do even better.
Olympic Gold Winner #1: China Mobile (NYSE: CHL):
"It seems like every person I see in China has a cell phone glued to their ear. And the cell phone is not just the primary voice communication medium in China; it is also the common way most Chinese access the Internet and email. In China, the cell phone 'is' the personal computer.
"Heck, most new high-rise condominium and apartment complexes being built in China aren't even wired for land lines. Once you understand the device's role, you'll see why China Mobile has more cell phone users (360 million) than the U.S. has people. I expect a lot of cell phone calls and text messages during the Beijing Olympics!
Continue reading Six China stocks set to take home Olympic gold
Posted Dec 31st 2007 3:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, 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 favorite speculative, home run idea for 2008 is Man Sang Holdings, Inc.," says Tony Sagami, editor of The Asia Stock Alert.
He explains, "I run at a pretty fast pace when I'm in Asia. Every day is packed with factory tours, meetings with company executives, pestering government and university leaders for their local knowledge, and hitting the streets to see with my own eyes if the zealous Investor Relations departments are feeding me overly optimistic projections.
"When I was in China in May, I completely turned my schedule upside down after visiting Man Sang Holdings, Inc. (ASE: MHJ). I re-scheduled and postponed my entire South China schedule because what should have been a one-hour meeting at Man Sang turned into two full days of tire kicking and fact checking.
"Man Sang Holdings, together with its subsidiaries, is one of the leading pearl merchants in Greater China. The company primarily sells to jewelry manufacturers, wholesale jewelry distributors, and mass jewelry merchandisers, such as QVC, in the US, Europe, and Asia.
Continue reading Best Stocks for 2008: Man Sang Holdings (MHJ) is an Asian 'pearl'
Posted Dec 21st 2007 4:54PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, 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 favorite conservative idea for 2008 is China Mobile (NYSE: CHL)," says Tony Sagami, editor of The Asia Stock Alert. "Because of instant delivery and low cost, text messaging has rapidly become a wildly popular means of communication among young people.
"Text messaging over SMS (Short Messaging System) wireless systems is very popular in America. But one country sends more text messages than anybody else in the world: China.
"One out of every two SMS text messages sent in the world are sent in China. Typically, the cost of a text message in China costs about 10 fen (or 1 cent), so we're talking about a mountain of money. Indeed, in China mobile phone users are expected to send over 1 trillion text messages by the end of this decade.
"For investors, that gargantuan growth spells opportunity. And in China, the company poised to serve and profit from this trend is China Mobile, the largest wireless phone company in the world with 356 million subscribers and a dominant share of the rapidly growing Chinese wireless market.
Continue reading Best Stocks for 2008: Asian expert dials up China Mobile (CHL)
Posted Oct 20th 2007 11:10AM by Steven Halpern (RSS feed)
Filed under: China, Newsletters, Commodities, Oil, Stocks to Buy
"Nuclear power is about to enter a new phase of rapid growth," says Tony Sagami. "Plain and simple, the demand for uranium is going to go through the roof."
"What's the best way to profit from this unstoppable trend?" he asks. In his Asia Stock Alert, he answers: Cameco Corp. (NYSE: CCJ). "The biggest producer of uranium in the world should be a cornerstone of your natural resource portfolio.
"According to the World Nuclear Association, there are nuclear power plants 34 under construction, 86 on order or planned, and 223 proposed. By 2013, 48 additional nuclear power plants should go into service, and over the next 10 years, an additional 100 plants will be built, with 40 of them in Asia.
"All those new nuclear power plants, of course, are going to need uranium. Next year, uranium demand is estimated to hit 83,000 tons. But according to the Uranium Information Centre, the world only produced 46,720 tons of uranium last year.
"We're talking about a huge increase in the demand for uranium and a severe production shortage. That is, of course, extremely positive news for uranium prices and uranium producers.
Continue reading Best energy ideas: Cameco (CCJ), the 'Saudi Arabia' of uranium
Posted Mar 21st 2007 3:45PM by Steven Halpern (RSS feed)
Filed under: China, Newsletters
With the growing interest in investing in China, an increasing number of advisers are spending more of their time in the region, meeting with managements and getting first-hand experience about Chinese companies.
One such adviser is Tony Sagami, editor of The Asia Stock Alert. Back from his latest visit to the region, he has added New Oriental Education (NYSE:EDU) to his portfolio.
The company helps Chinese learn English and other languages. Sagami asks, "How much do I like New Oriental? If there was only one stock that you could own, this is the one."
And while the company has just gone through what is supposed to be its slowest time of year, the adviser notes, "Somebody forgot to tell the people running EDU that business should slow down, because it is still booming."
Continue reading English lessons boost China's New Oriental
Posted Feb 18th 2007 8:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Conventions and Conferences, Newsletters, Japan
I've just returned from the World Money Show in Orlando where more than 10,000 investors gathered to learn about global investing. I had a chance to meet with many of the financial experts and global company representatives featured at the show, and over the next week I will share some of their top investment ideas. To view all of the stocks featured in this special global report, click here.
Visiting from Japan was mobile phone operator NTT DoCoMo (NYSE:DCM), whose stock is a favorite buy from Tony Sagami, editor of the Asia Stock Alert and a global analyst with Martin Weiss Research.
In reviewing the company, Sagami is particularly impressed with its new "portable wallet," which lets a cell phone act a credit card.
First, he notes, "The company just reported its results for the first nine months of its fiscal year (through the end of December). And while the firm delivered essentially flat sales and profits from the same period last year, DoCoMo still made $3.3 billion of profits on $29.7 billion of sales in the last nine months.
"Meanwhile, three items impressed the heck out of me. First, DoCoMo grew its subscriber base from 50.3 million last year to 52.2 million today. For a country whose cellular phone market is mature and very saturated, that additional 1.9 million cellular subscribers is pretty impressive.
"In addition, DoCoMo generates about $6 billion of free cash flow each year and has been using those dollars to buy back stock, increase its dividend, and invest in building out its network and new cutting-services, such as osaifu-ketai.
Continue reading Global gains: NTT DoCoMo's credit card phone
Posted Jan 30th 2007 1:53PM by Steven Halpern (RSS feed)
Filed under: China, Newsletters, Altria Group (MO), Kraft Foods'A' (KFT)
In line with the market maxim, "sell on the news," numerous financial media pundits have looked at tomorrow's earnings report from Altria Group (NYSE: MO), and its likely announcement to restructure, as a reason to sell.
Going counter to this, Tony Sagami, editor of The Asia Stock Alert, has just issued a "flash alert" telling his newsletter subscribers to buy in advance of the meeting.
He explains, "Altria is going to report its fourth quarter results on January 31. Sure, Altria will probably deliver a dynamite earnings report, but the stock-jumping news that I can't wait to hear are Altria's reorganization plans."
He notes that in addition to its Phillip Morris tobacco operations, Altria owns 87% of Kraft Foods and 29% of SABMiller, the second largest brewery in the world. He says, "I expect Altria to announce plans to spin-off those two units which should unleash billions of dollars of additional shareholder value."
Indeed, he feels, "It is this reorganization that makes now the time to buy Altria. He notes that Altria has wanted to split up its company for a while, but couldn't because of its tobacco lawsuits. Now, however, he notes, "Those litigation threats have largely been settled or dismissed, paving the path for Altria to reorganize into four separate divisions: Kraft, SABMiller, Philip Morris USA, and Philip Morris International."
Continue reading Advisor issues flash alert: Buy Altria ahead of tomorrow's earnings
< Previous Page