International Investing
The Best New Frontier Index
Published on June 13, 2008
“They are individually too small for institutions to invest in, but cobble them together in a new index that allows you to buy and sell the basket and… well, then you have something.” — Chris Mayer
by Chris Mayer
Baltimore – (TFN): When the stock market turns ugly, the quest [...]
Stagflation Will Kill the Carry Trader
Published on June 12, 2008
“Throw stagflation into the mix, and the whole picture changes. This is exactly what’s happening now. The rules are changing but no one seems to have informed ‘the players’ yet.” — Sean Hyman
by Sean Hyman
Baltimore – (TFN): For a long time now, if you had a background in stock trading, [...]
Global Stocks Bring Top Returns
Published on June 11, 2008
US carmakers are selling more cars than SUVs and trucks. Accordingly, they’re shutting truck and SUV factories. Even GM’s Hummer brand may be up for sale. Good news for the Chinese and Indian automobile industry!
Don’t Buy Telmex (TMX)! Buy Telmex Internacional!
Published on June 11, 2008
“Unless Telmex gets the triple-play permission, it could see little to no, or even negative (with more and more customers trading in their landlines for cell phones), growth in coming years.” — Stephanie Grimmett
by Stephanie Grimmett
Baltimore – (TFN): Shares of Telefonos de Mexico (Telmex) (TMX: NYSE) crashed today after it spun off its subsidiary [...]
South African rand falls to two-month low against U.S. dollar
Published on June 10, 2008
South Africa’s rand fell to a two-month low against the dollar as stocks around the world declined on concern surging oil prices will force central banks to raise interest rates to quell accelerating inflation.
How long until the Shanghai stock exchange crisis affects the Chinese economy?
Published on June 10, 2008
The Shanghai stock exchange has entered a protracted bear market, losing more than half of its valuation. How long until the financial crisis spills into the overall economy?
Buy This Hong Kong Hot Pot IPO
Published on June 10, 2008
“Little Sheep Hot Pot will begin trading on the Hong Kong Stock Exchange this Thursday to the glee of investors. The company has built an empire of 330 restaurants in China, the U.S. and Japan in less than 10 years, and it’s still predicting record profits for 2008.”– Stephanie Grimmett
by Stephanie Grimmett
Baltimore — (TFN): Supreme [...]
TFN Crisis Trade MCB Bank (MCBBI) ADR rebounds nicely from recent lows
Published on June 9, 2008
Friday, as U.S. indexes crashed, MCB Bank ADR was trading at $9.07 a share. (Prices reported on Bigcharts.com typically reflect the closing price of the last trading day.) That’s a 10% gain in less than a week!
TFN Hot Stock Pick Brasil Telecom SA (NYSE:BTM) up 12%
Published on June 9, 2008
Almost unaffected by Friday’s market drop, TFN Hot Stock Pick of May 5, Brasil Telecom SA (NYSE:BTM) posted an intraday high of $36.82 today. This would reflect a 12.5% gain over our initial recommendation.
Emerging Market Turnaround in Pakistan?
Published on June 9, 2008
Pakistan’s stock exchange just dropped 25% on rumors of political instability. This has all the hallmarks of a spectacular TFN Crisis Trading opportunity. We’ve picked the one stock we think will rebound the most.
Find out about the full extent of the crisis in Pakistan…
Will George Soros Break the Bank of England Again?
Published on June 6, 2008
“He’s back and guess what he’s betting against once again? The British pound.” — Sean Hyman
by Sean Hyman
Baltimore – (TFN): Remember George Soros, you know… the billionaire who got his “celebrity status” by betting against the British pound?
Well he’s back and guess what he’s betting against once again? The British [...]
Tercica, Inc. (TRCA:NASDAQ) stock doubles on acquisition news
Published on June 5, 2008
Brisbane-based growth hormone company Tercica, Inc. (TRCA:NASDAQ) will be acquired by French drugmaker Ipsen SA in a stock deal valued at more than $400 million. Ipsen had an option to buy up to 40% of Tercica through to a 2006 deal. It will buy the remaining 44.9 million outstanding shares for $9 each.
Africa: A Good Bet for Foreign Investment?
Published on June 5, 2008
“I cannot forecast to you the action of Russia. It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. That key is Russian national interest.” — Winston Churchill in 1939
Blogger’s note: Tom Bulford, editor of Penny Sleuth UK, may begin his article with a quote about [...]
Canadian dollar drops on negative GDP growth
Published on June 4, 2008
The Canadian dollar continued to trade below parity as expectations that the Bank of Canada will make a move to cut interest rates intensified.
Use MCB Bank (MCBBI) ADRs to leverage political crisis in Pakistan
Published on June 3, 2008
To leverage political crisis in Pakistan, use MCB Bank ADRs, Pakistan’s most profitable bank. It has a return on average equity of 38 percent and loan profitability of 8 percent. The bank has a market share of 8 percent in terms of assets. It has 1,026 branches across the country and more than 4 million [...]
International Investing: Buy Dillistone (DSG) if you can
Published on June 3, 2008
“It has a superb record… it is highly profitable… it pays a handsome dividend… it has cash in the bank…. and it is a global leader with every chance of growing its business both this year and for several years to come.” — Tom Bulford
Blogger’s note: Tom Bulford recently told his [...]
Global Investing: The “Must Own” ETF
Published on June 2, 2008
by Ian Cooper, Pure Energy Trader
Baltimore — (TFN): The following was taken from the 60-Second Buzz on TFN. Watch this video.
Eight years into former Taiwanese rule, the benchmark index barely moved, even as Hong Kong’s market rallied 75%, and as Shanghai’s nearly doubled.
But things are about to change in a big [...]
Time to buy iShares MSCI Taiwan ETF (EWT:NYSE)?
Published on June 2, 2008
Is this the time to buy iShares MSCI (EWT-NYSE)? Once Ma Ying-jeou takes office in Taiwan, the sky’s the limit for the Taiwanese economy. Chinese president Hu Jintao and the Taiwan vice president-elect are already in agreement to start talks as soon as possible, making the this ETF an immediate buy.
Currency Exchange: The South African rand defies logic
Published on June 2, 2008
“Can a currency really plummet in value, even while its central bank is raising interest rates? Yes, it can. In fact, it’s happening in South Africa right now.” — Sean Hyman
by Sean Hyman
Baltimore – (TFN): In the world of currency exchange, a currency tends to drop in value when its [...]
Emerging Markets: Profiting from Indonesia
Published on May 30, 2008
“If you were Indonesia, which countries would you rather have as your buddies? A bunch of sleazy, corrupt, idle ‘lottery winners’ such as Nigeria, Venezuela and Angola? Or would you prefer a set of hard-working and diligent neighbors such as Singapore, Malaysia and Thailand?” — Martin Hutchinson
by Martin Hutchinson
Baltimore – [...]
