We Add China Mobile
Email – #68
Editor’s Note: We are changing the name of this service to The Money Moves Alert , to differentiate this trading service from my new monthly, very accessible publication; The Money Map Report. While The Money Map Report will utilize the same Money Map System to identify picks, its orientation will be longer-term, since [...]
We Jump Back into FXI; and A Wireless Update
Email – #15
Dear Reader,
Before we went long on another recommendation, I was waiting for Bernanke and GDP, as well as the end of this current correction.
We are jumping BIG back into the iShares FTSE/Xinhua China 25 Index (NYSE:FXI) – the ETF heavily overweighted with China Mobile, China Life, Bank of China, China Telecom, and China [...]
A Strong Close from Last Week
Email – #67
Dear Reader,
With low liquidity last week, thanks to the Thanksgiving holiday, trading volume has been low, but positive.
I had previously commented on the strength of the Dow and the preeminence of supportive data for the market to push even higher, despite the temptation to take profits. Another major bullish factor in our thesis [...]
An Overlooked Play on the Fastest-Growing Consumer Trend
Email – #66
Dear Reader,
The profit taking in our Transocean (NYSE:RIG) call options last Monday could not have been more opportune. We booked solid double-digit profits just ahead of an overdone oil dip.
As we expected, unseasonable warm weather in the U.S. boosted inventories of natural gas and heating oil just ahead of the options’ expiration. This [...]
We Jump on A Small, Rapidly Improving, High-Tech Chinese Company
Email – #14
Dear Reader,
Our Malaysia ETF (NYSE:EWM) keeps outperforming consistently, while Petrochina (NYSE:PTR) and our Gold ETF (NYSE:GLD) took a pause, with oil dropping to the lowest levels in one year – thanks in part to unseasonably warm temperatures in U.S. Northeast.
Stocks of natural gas and heating oil increased, just as options expirations hits today. [...]
Let’s Take Some Profits in Our Energy Options… and Let Our Stocks Ride
Email – #65
Dear Reader,
Our energy play has performed perfectly. Our concentration in this sector has led to handsome profits, especially in our latest additions: Transocean (NYSE:RIG) stock and its November $70 call (RIG-KN) options expiring next week, where we are up 50%.
Recommendation: Sell Transocean November $70 call options (RIG-KN). Do not accept less than $5.55.
While [...]
Our Portfolio and Energy Keep Rallying
Email – #13
Dear Reader,
Getting to the bottom of the reserve requirement tightening in China was a bit more cumbersome than I expected, but it was fruitful.
The bottom line is, while tightening should reduce the rate at which bank loans are growing in the country, other capital inflows will more than compensate, such as:
Foreign portfolio flows [...]
Energy Remains Our Priority
Email – #65
Dear Reader,
I’ve just arrived in Argentina for a two-week investment tour. I’m in the country of my birth, showing my fellow investors the beautiful places I visited as a boy, and taking them through the latest opportunities the Land of Silver has to offer. It will be a long, but rewarding trip.
But the [...]
China Taking Steps – We'll Be Ready
Email – #12
Dear Reader,
I’ve just arrived in Argentina for a two-week investment tour. I’m in the country of my birth, showing my fellow investors the beautiful places I visited as a boy, and taking them through the latest opportunities the Land of Silver has to offer. It will be a long, but rewarding trip.
As you [...]
