Portfolio At A Glance - June 16 2009
Based on subscriber inquiries, here is a quick snapshop of current open position recommendations. Please read the alerts, special reports and newsletter issues for more details.
Companhia Vale Do Rio Doce (nyse: VALE)
Supplying China's Materials Need
Hot Stock of the Week | June 1, 2009
What's helping to drive emerging markets is the rise in the price of raw materials, owing both to the steep drop in the value of the U.S. dollar since March and the rekindled demand for economic inputs like oil and steel.
That brings us to a China-related stock idea.
Is the Oil Rally Over?
IEA forecasts huge drop in energy demand
Trading Alert | May 14, 2009
Like everyone else, I have been watching the rise in oil prices, enjoying the higher Brazilian stock values and wondering when these energy and commodity-based gains would slow down. Be careful what you ask for.
The International Energy Agency is now forecasting that world crude demand this year is expected to contract by 2.6 million barrels a day, or 3%, to 83.2 million barrels a day. This represents the biggest contraction in almost 30 years.
Here are some ideas to position your portfolio for the next market move.
Top 5 Stocks to Own Now - The Focus List
Updated Focus List
Trading Alert | April 15, 2009
With the recent surge in stock prices, the single question I hear most often is, "What should I own now?"
Over the last two years, I have been signing the praises of investing in Latin America. So, it should come as no surprise to you that I'm still playing this one note samba – Brazil is the one place in the Western Hemisphere I would invest in. I know; I will never go on the road with my guitar, but this Latin investment theme is a hit. Brazil's got it all – market, materials, momentum and now money.
How to Invest in Latin America
Latin Capital Markets 101
Which Stocks to Own Now | April 10, 2009
Investors focused on Latin American markets have been greatly rewarded. While US stocks have struggled to stay in positive territory, gains in Brazil’s and Mexico’s stock indexes demonstrated that their economies are indeed on a growth path. If you are serious about creating wealth, a portion of your portfolio should be focused on Latin American markets.
The future for Latin American companies has never looked better. The purpose of this special report is to show you “how to” invest in this phenomenon.
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