Category: Investing 2011
The analysis published under this category are as follows.Friday, February 18, 2011
Global Investing Strategies 2011, U.S. Stocks, Dollar, Inflation and China / Stock-Markets / Investing 2011
Keith Fitz-Gerald writes: If you're a regular Money Morning reader, then you know that, d uring my appearances on national television or when I'm doing media interviews around the world, I frequently participate in something called a "lightning round " - a rapid-fire interview technique in which the announcer (and sometimes even audience members) run through a list of questions in rapid-fire order.
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Thursday, February 17, 2011
China's Trade Surplus Goal Signals Time Investors Danced With the Dragon / Companies / Investing 2011
Kerri Shannon writes: China's economic model has long been dependent on exports. Over the past several decades, the country has been the world's manufacturing floor, turning the "Made in China" stamp into a common fixture of goods sold in the United States and Europe.
But now China has made a new goal: It will double its imports by 2015, reducing the trade surplus to zero and releasing itself from an export-reliant economy. Beijing this year made this goal a key part of China's 12th Five Year Plan.
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Monday, February 14, 2011
Global Investing 2011, Five Foreign Revenue Stocks That Will Boost Your Profits / Companies / Investing 2011
Larry D. Spears writes:"Globalization" has become one of the top financial buzzwords in recent years - and with good reason. The economies of many developing-market countries have achieved an important critical mass, meaning they're now growing a lot faster than much more-"mature" counterparts as the United States, Europe and Japan.
The upshot: Investors who ignore these opportunities in favor of a "U.S.-only" investment regimen face a future marked by lackluster returns.
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Tuesday, February 08, 2011
China World Wide Investing Ushering in the Next Asset Model / Stock-Markets / Investing 2011
This is not a typical day trading article but rather medium term fundamental patterns which ultimately define every move including bond markets and currency markets.
The Heritage Foundation’s China Global Investment Tracker documents large Chinese investment overseas outside of bonds. The volume of this investment has exceeded $200 billion in the past five years. The tracker also contains information on nearly $100 billion in large construction contracts since 2005. These numbers will only rise as China seeks to find outlets for closing on $3 trillion in official foreign exchange reserves.
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Monday, February 07, 2011
Its Laser Focus on China, It's Time To Buy McDonald's Corp / Companies / Investing 2011
Jack Barnes writes: Since the start of the global financial crisis in 2007, the economic slowdown that Western nations have experienced has been offset on a worldwide basis by the strong growth that we've seen in the developing markets.
These emerging economies have become the engines of growth in a developed world that's wrestling with widespread overcapacity that spans multiple industries. That's why the emerging markets represent some of the last real growth opportunities for large, multinational companies.
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Tuesday, January 25, 2011
Investment Strategies 2011, What to Buy and Sell / Stock-Markets / Investing 2011
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. In 2009 in his forecast issue he suggested 13 investment ideas, all of which were profitable by the end of the year. Last year he gave us 16 which the large majority hit the mark. It is not unusual for Gary to give us over 75 charts and tables in his monthly letters along with his commentary, which makes his thinking unusually clear and accessible. Gary was among the first to point out the problems with the subprime market and predict the housing and credit crises. His track record in this decade has been quite good. I want to thank Gary and his associate Fred Rossi for allowing us to view this smaller version of his latest letter, where he gives us 18 investable strategies for 2011.
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Sunday, January 23, 2011
The Only Stocks I'm Telling My Retired Friends to Buy Right Now / Companies / Investing 2011
Dr. David Eifrig writes: "I'm worried, Dave... There's so much talk everywhere about collapse and the end of the world. What should I do?"
Like many retirees, my mom is bombarded all day long on TV and radio with talk of financial collapse and how bad off America is. Many of these commentators expect a hyperinflation that will wipe out bonds and the value of the dollar. Their top recommendations are to stock up on bottled water, canned food, and gold bullion.
Friday, January 21, 2011
Where Can Investors Earn Yield? / Companies / Investing 2011
Municipal and state debt? Nope. Long-term U.S. Treasuries? Haha! Don’t make me laugh!
None of those are good places to generate income, for all the reasons I’ve discussed before — lousy economic fundamentals, the threat of rising interest rates, slumping investor demand for their bonds, and so on.
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Thursday, January 20, 2011
Germany, The One Economy Investors Can't Afford to Ignore / Companies / Investing 2011
Martin Hutchinson writes: U.S. investors tend to regard the European Union as a region of low growth, an area of the world that has little to offer to non-EU investors.
For much of the EU, this is true (I've never found much of anything that's investment-worthy in Italy, for example).
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Monday, January 17, 2011
Investors Can't Miss What's Ahead in Tech 2011 / Stock-Markets / Investing 2011
Jon D. Markman writes: Stocks rose gently but purposefully over the past week as investors collectively remembered that negative recent headlines on Portugal, China and Australia were only bound to push more money toward the United States, not force people back into the bomb shelter of government bonds.
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Thursday, January 13, 2011
ETFs for the FASTEST Growing Emerging Market, India / Companies / Investing 2011
Pop quiz time! Name a country that has:
Read full article... Read full article...• More than a billion people …
• A massive domestic economy …
Wednesday, January 12, 2011
Top 10 Investment Plays On China’s Obsession With Academic Excellence / Companies / Investing 2011
I was less than two years old when my parents divorced in 1957. My 20-year-old Japanese mother suddenly found herself living in a strange country with no family, friends, money, food, or place to live. Yet instead of returning to Japan where her family and friends were, she scratched, rummaged, and scavenged enough to make a new life for us in America. Why?
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Wednesday, January 12, 2011
U.S. Manufacturing Outlook 2011 Slow, but Steady Growth Could Win Profits for Investors / Companies / Investing 2011
Larry D. Spears writes: It's often said that a little bit goes a long way, and that will certainly be the case for U.S. manufacturing growth in 2011. Although most projections still call for slower improvement in the sector than in 2010, the estimates have been characterized as "less bad" than originally expected -and that could translate into increased profit prospects for investors.
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Monday, January 10, 2011
Top 3 Investment Threats and Opportunities for 2011 / Stock-Markets / Investing 2011
2011 is just underway, and already, confusion reigns. My mother fell on her head at Machu Picchu and some kid in Arizona killed some decent folks in Arizona. My dog is in heat and its summer in Lima. See what I mean?
Ten days into the new year, there has rarely been a time when market commentators have been so thoroughly polarized in terms of the prospect for the immediate future. While the range of optimism to pessimism is exactly as broad as ever, the camps are crowded at either extreme of the scale, with the middle viewpoint, moderate and/or ambiguous, virtually uninhabited.
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Thursday, January 06, 2011
BRIC Countries Invite South Africa to Join / Companies / Investing 2011
Happy New Year! Something very, very important happened in the closing days of 2010, and very few people noticed. The “BRIC” club is expanding to include South Africa. Today I’ll discuss this development and tell you what it means to your investment portfolio.
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Friday, December 24, 2010
Commodities Top China’s Xmas Buy List / Commodities / Investing 2011
Commodities enjoyed a rip-roaring 2010. But as we close out the year, traders have to wonder: Is the bull party over? Will commodities slump in 2011? Not if China has anything to say about it.
China’s economy is growing at a 10% clip, and that is driving China’s demand for commodities of all types — crude oil, sugar, soybeans, copper and more — to new heights.
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Thursday, December 23, 2010
Merger Mania 2011: How to Profit From M&A Activity / Companies / Investing 2011
Matthew Weinschenk writes: Okay, I’m going to get right to the point here: In 2011, we’ll see a surge in mergers and acquisitions (M&A) that will drive the market higher.
If you want to profit from the merger mania, you just need one simple thing to get started: You need to think like a pro.
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Thursday, December 23, 2010
Why Investing In Asia 2011 Is A No-Brainer / Companies / Investing 2011
China is probably the country that first comes to your mind when the subject of investing in Asia comes up. India and Japan may be close behind.
Maybe that is a little bit my fault because those are the three countries I talk about the most in this column.
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Thursday, December 23, 2010
How to Insure Your Stocks Portfolio Against a Stock Market Fall / InvestorEducation / Investing 2011
Keith Fitz-Gerald writes: So-called "inverse funds" are widely misunderstood and can be tricky to use, but these specialized investments have a place in most portfolios.
In fact, with U.S. stocks having zoomed more than 80% off their March 2009 market lows, now could be the ideal time to add inverse exchange-traded funds to your portfolio.
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Wednesday, December 22, 2010
Las Vegas Sands Corp. Hot Casino Stock / Companies / Investing 2011
Stephanie Grimmett writes: Las Vegas Sands Corp. (NYSE:LVS) has gained more than 200% this year, rising from $14.94 at the beginning of January 2010 to close yesterday (Tuesday) at $47.23.
Given that spectacular run, you might think that the LVS play is over - but it's not. In fact, investors would be wise to keep their money on the table. And here's why.
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