The Market Confirms the Great Buying Opportunity
Email – #84
Dear Reader,
As the market confirms the great buying opportunity we identified last week, Silicon Image (Nasdaq:SIMG) flies – it is still way cheap, despite jumping 10% today.
In my detailed note on Silicon Image on February 23rd, when the stock gapped down, I mentioned the strong possibility of seeing hot new consumer electronics being [...]
The Fed Removes Tightening Bias, Supporting the Recovery
Email – #30
Dear Reader,
Last week, I emphasized the ongoing formation of a bottom in the market. When the Fed removed its tightening bias, the surprised markets offered an opportunity to add some positions.
However, some might have jumped the gun, despite my bullish outlook, since we do not know for sure that the squaring of the [...]
Current Liquidity-Induced Selloff Is Simply A Great Buying Opportunity
Email – #83
Dear Reader,
I am back in Argentina, rejoining my family’s winter break vacation, from our Investment U conference in Phoenix, AZ. I enjoyed meeting old friends and new faces and confirming my view – first presented in the Gold Cruise a couple of days after the beginning of the current sell-off – that this [...]
The Buying Opportunity Keeps Taking Shape
Email – #29
Dear Reader,
I am back in Argentina, rejoining my family for our winter-break vacation, which was interrupted by an interlude to appear at our successful, member-packed Investment U conference in Phoenix, AZ.
I was delighted to speak at the conference and meet new faces as well as old know ones, with whom we have forged [...]
We Add FXI Back In
Email – #28
Dear Reader,
Recommendation: Buy iShares FTSE/Xinhua 25 (NYSE:FXI) at market. Aggressive investors should buy the $106 August 2007 calls (FJJ-HB) at no more than $6.30.
This morning, the European Central Bank President Trichet stated that monetary policy in the E.U. is still very accommodative, and liquidity is ample. These declarations followed the expected hike in [...]
A Temporary Market Selloff Validates Our Profit-Taking Last Week
Email – #82
Dear Reader,
After taking profits on both Televisa (NYSE:TV) and BHP Billiton (NYSE:BHP) last week, I am following up with an in-depth coverage of our portfolio.
Our Televisa sale was very opportune, since it was not only the day before the Chinese selloff, but also coincided with the Mexican Competition Commission’s ruling on tough conditions [...]
