Steady as U.S. Indicators Signal Potential 2008 Rebound
In This Issue:
**Steady as U.S. Indicators Signal Potential 2008 Rebound
It’s official.
U.S. leading economic indicators rose in April for a second consecutive month – the first back-to-back increase since October 2006.
There are all kinds of ways to interpret this information, and frankly, most of them you’ll hear on the news tonight are hogwash.
What’s really important to [...]
This has been another exciting week in the markets with plenty of action. We are looking for new opportunities and adding to our ongoing investments.
Email – #175
** This has been another exciting week in the markets with plenty of action. We are looking for new opportunities and adding to our ongoing
We saw retail sales and other measures of economic activity “surprise” the market to the upside. We were not surprised, and our very long portfolio – loaded with cyclicals [...]
Update: China Earthquake's Effect On Our Holdings
Email – #110
** Update: China Earthquake’s Effect On Our Holdings
The earthquake in China’s Sichuan province looks to be one of the worst in the country’s history.
The mountainous terrain, poor weather and near complete lack of infrastructure in that part of the country are making recovery difficult to say the least. My sources tell me that [...]
Don't Buy Yangzhou Coal, Sell Puts Instead
Email – #109
** Don’t Buy Yangzhou Coal, Sell Puts Instead
Would you go to a 25%-or-more sale?
Neither would we.
Which is why we’re going after Yanzhou Coal Mining (YZC) again using our favorite buy-it-on-the-cheap technique… selling puts.
The last time we did this with Yangzhou, we sold April $75 puts for at least $3.20. Then bought them back [...]
Ignore the rhetoric and concentrate on global stocks
In This Issue:
**Ignore the rhetoric and concentrate on global stocks
I’ve stopped in Portland to change suitcases and pick up a clean suit on my way from Japan to the Las Vegas Money Show.
And after quick review of the morning news, I’m stunned by just how vicious the election year rhetoric is – which is why [...]
New Recommendations
Email – #173
** New Recommendations
Recommendations:
Dollar-cost averaging:
Buy today 1/12 of the total investment money you wish to invest
into each of the following stocks at market:
Embraer (NYSE: ERJ),
Cemex (NYSE: CX).
Details will follow.
Enjoy and Profit,
Horacio Marquez
The market takes a breather and we capitalize by starting to go into "fast breed" dominant companies
Email – #174
** The market takes a breather and we capitalize by starting to go into “fast breed” dominant companies
Ahead of yesterday’s AIG disaster, the financials took a huge breather, selling off some 8% from the top as a group since last Friday. What changed? Nothing much. The good news of last week gave way [...]
Correction to Yesterday's Investment Letter
In This Issue:
**Correction to Yesterday’s Investment Letter
In yesterday’s Money Map Reporter, we said U.S. Global Investors China Regional Opportunity Fund (USCOX) would be splitting three-to-one on May 23.
U.S. Global Accolade Eastern Europe Fund (EUROX) will split on May 23. Not USCOX.
We apologize for the error.
Best regards,
Keith
New Higher $11 Buy Limit On General Steel (GSI) + Take 138.46% Profits on 1/2 ABB Sept 08 $30 Call Options
Email – #108
** New Higher $11 Buy Limit On General Steel (GSI) + Take 138.46% Profits on 1/2 ABB Sept 08 $30 Call Options
People who are convinced China is an economic train wreck waiting to happen couldn’t be more wrong.
Not only are most of them shooting off their mouths without having ever visited China firsthand, [...]
There's never a bad time to buy Vanguard Wellington Fund (VWELX)… or add to it
In This Issue:
**There’s never a bad time to buy Vanguard Wellington Fund
(VWELX) or add to it
KYOTO, JAPAN – No doubt it’s springtime here.
The cherry blossoms have come and gone, the semi-san (cicada-like bugs) are singing at night, and my father-in-law is sitting to my left eating a Filet of Fish sandwich with his chopsticks.
Just like [...]
