Urgent Recommendation: Buy Petrobras
Email – #198
Dear Reader,
Recommendation: Buy Petrobras (NYSE: PBR) at market.
Enjoy and Profit,
Horacio Marquez
The One Stock Capable of Supporting 36 Consecutive Years of 25% Annual Growth
Email – #126
Dear Reader,
We’re headed into the home stretch.
China’s Olympic debut kicks off 08/08/08 at 8:08 a.m. and I can hardly wait. Neither can my oldest son, Kunihiko, who was fencing recently with the reigning gold medalist and No. 1-ranked World Cup fencer, Mariel Zagunis, just prior to her departure for Beijing.
At last count, some [...]
Control What You Can; Manage What You Cannot
Dear Reader,
If you want to be a pessimist, there are a lot of things to worry about right now.
But here’s something to remember – two things, actually:
Mankind is remarkably resilient, and so are our financial markets.
And that’s why nearly every crisis has proven itself to be a remarkable buying opportunity in retrospect.
Let me explain [...]
Quick Note on Commodities
Email – #197
Dear Reader,
The market is weak across the board on commodities. The only explanation I found is speculation about forced liquidation by a commodities-based hedge fund on CNBC and some similar rumors from other sources.
Usually, forced liquidation is an occasion to buy, rather than to sell – for example the liquidation of Amaranth natural [...]
Merrill Lynch and Others Indicate That There Is An Upside to Financials
Email – #196
Dear Reader,
As we discussed last week, suddenly, investors are realizing that there’s an upside to financials! For proof, just look at the recapitalization and massive write-off at Merrill Lynch, which spurred a nice rally in the depressed stock.
Let the economists debate whether a recession is coming or if we’re already in one-the official [...]
Urgent Recommendations
Email – #195
Dear Reader,
Recommendations: Buy another 1/12 position in each of Cemex (NYSE: CX) and Embraer: (NYSE: ERJ).
Remember that we have been dollar-cost averaging into these names. Analysis will follow.
Enjoy and Profit,
Horacio Marquez
