Urgent Update
Email – #167
** Urgent Update
Petrobras (NYSE: PBR) hit our trailing stop loss so we will sell it. We’ll look to reenter at a later date.
We absolutely love Petrobras. The company has proven to be at the forefront of oil discoveries globally over the last couple of years. It leads in ethanol and it is very [...]
Buy Ishares MSCI Brazil at market
Email – #170
** Buy Ishares MSCI Brazil at market
Recommendation:
Buy Ishares MSCI Brazil (AMEX: EWZ)
Enjoy and Profit,
Horacio Marquez
Urgent Update
Email – #167
** Urgent Update
Agriculture stocks, despite terrific fundamentals might be in for a slight correction here as they appear overbought by some measures. Terra Nitrogen (NYSE: TNH) had a monster rally from its oversold position and reached a strong technical resistance price, which it failed to break through. We are going to take the [...]
Special Report From China: ArcelorMittal Upgraded…Twice
In This Issue:
** Special Report From China: ArcelorMittal UpgradedTwice
Greetings from the heart of the Yangtze River gorge, where it’s early morning as I write this.
It’s a spectacular sight from my room as the mists of time peel back with each turn in the river. Yesterday we were climbing around in the City of Ghosts, which [...]
Buy China's First Non-Government-Owned Steel Company
Email – #107
** Buy China’s First Non-Government-Owned Steel Company – General Steel Holdings, Inc. (GSI)
Lai zi Beijing ni hao (Greetings from Beijing).
It’s early morning here and I’m just about to head for Xian, but I couldn’t wait to dash this note off to you.
Buy General Steel Holdings, Inc. (GSI) under $7.70.
Here’s why: Beijing-based General Steel [...]
A feeding frenzy in the agro, steel, tech and financial sectors – the market breaking out
Email – #166
** A feeding frenzy in the agro, steel, tech and financial sectors – the market breaking out
Today is a feast. After taking much aggravation from the doom-and-
gloom camp since January, the market is retracing its losses very quickly.
It is a prelude of things to come, for which we are strongly positioned.
Let’s start by [...]
New Recommendations
Email – #166
** New Recommendations
Here are some new recommendations that I wanted to get to you immediately. Details to follow.
Recommendations:
Buy iShares MSCI Australia (NYSE: EWA) at market. Aggressive investors should consider buying the iShares MSCI Australia October $30 calls (EWA-JL). Do not pay more than $1.20.
Buy China Life (NYSE: LFC) at market. Aggressive investors should [...]
New Era Could Be Dawning In Taiwan – Buy EWT up to $18 and add to USCOX under $10
Email – #106
** New Era Could Be Dawning In Taiwan – Buy EWT up to $18 and add to USCOX under $10
While there were many reasons we recommended iShares MSCI Taiwan Index ETF (EWT), perhaps the single most important was the potential for Taiwan to assume its role as “China’s real beneficiary.”
When we wrote to [...]
Sell Half Konami Position for near 50% gain; Set Protective Stops on ArecelorMittal
In This Issue:
**Sell Half Konami Position for near 50% gain; Set Protective Stops on ArecelorMittal
Konami Corp. (KNM) has had a great run for us. And while we’re confident that there’s more ahead, let’s not get greedy, especially in a shaky market that’s trying hard to get its mojo back.
Sell of Konami for $41 or [...]
Urgent Recommendation
Email – #164
** Urgent Recommendation
Buy the iShares MSCI South Korea (NYSE: EWY) at market. Aggressive investors should consider buying the iShares MSCI South Korea October $65 calls (EWY-JM). Do not pay more than $3.40.
Details to follow.
Enjoy and Profit,
Horacio Marquez
