PORTFOLIO REVIEW

Nicholas Vardy

Nicholas Vardy has a unique background that has proven his knack for making money in different markets around the world.

With the global markets having settled after their recent roller coaster ride — and stocks already entering the summer lull — it’s a good time to review how some of our Global Bull Market portfolio holdings are positioned for more big profits.

Advertisement.

BHP Billiton (BHP) — The "One Stop Commodity Shop"

BHP is now up almost 18% since it bottomed on June 13. Look for the recovery of commodities prices to propel this stock further. This Australian metal miner has quadrupled its earnings over the past few years, yet it is still trading at only 12 times next year’s projected earnings. BHP is a terrific value play in a booming sector. BHP was also featured as a "One Stop Commodity Shop" in Business Week recently. Move your stop to $38.50.

Mitsubishi UFJ (MTU) — Riding the Japanese Recovery

Advertisement.

MTU continues its strong run and the stock was up almost 2% in Tokyo overnight. You’ve already taken a 50% profit on MTU options last week. Sentiment in Japan will remain somewhat tentative ahead of the Bank of Japan’s (BOJ) policy meeting this week. While the Fed has raised interest rates 17 consecutive times, the BOJ’s expected increase in interest rates from zero to .25% would be the first hike in nearly six years. MTU is also in talks with the Fed about obtaining "financial holding company" status, a change that would allow the Japanese bank to expand into underwriting, insurance and investment banking in the U.S. Move your stop to $12.25

Nokia (NOK) — Finnish Global Giant Expands

Exclusive  Day Trading Strategies Include Fibonacci Numbers

Nokia’s blockbuster $30 billion deal to merge its telecommunications equipment business with Siemens of Germany is clearly positive for Nokia. It has also just signed a deal with Henan Mobile Communication, a wholly owned subsidiary of China Mobile, worth USD 150 million to expand GSM and GPRS networks in the Henan province in the central part of China. With shares selling at only 13 times next year’s earnings, Nokia continues to be our favorite "best of breed" global play.

Cognizant Technologies (CTSH) — Outsourcing Play Bounces

Advertisement.

Another week, another award for Cognizant, as it was one of six Indian telecom and software services firms featured in Business Week’s "Infotech 100" 2006 global rankings. You’ve already taken a 57% profit on CTSH options last week. Great timing, as we took profits right at the peak of the stock’s recent bounce, when the stock was up 17% since it bottomed in mid-June. Hold on for more upside in both the stocks and options. Move your stop to $56.75.

share on:

Like This Article?
Now Get Our FREE Special Report:
Alternative Investing: Investing in Timber

Stock Investor editor Paul Dykewicz reveals why investing in timber may be one of the best long-term portfolio strategies you'll find today.

Get Access to the Report, 100% FREE


img
share on:

PREMIUM SERVICES FOR INVESTORS

Dr. Mark Skousen

Named one of the "Top 20 Living Economists," Dr. Skousen is a professional economist, investment expert, university professor, and author of more than 25 books.

Product Details

  • Forecasts & Strategies
  • Home Run Trader
  • Fast Money Alert
  • Five Star Trader
  • TNT Trader
LEARN MORE HERE

Bryan Perry

A former Wall Street financial advisor with three decades' experience, Bryan Perry focuses his efforts on high-yield income investing and quick-hitting options plays.

Product Details

  • Cash Machine
  • Premium Income PRO (exclusively for subscribers of Cash Machine)
  • Quick Income Trader
  • Breakout Options Alert
  • Hi-Tech Trader
LEARN MORE HERE

Jim Woods

Jim Woods has over 20 years of experience in the markets from working as a stockbroker,
financial journalist, and money manager. As well as a book author and regular contributor to
numerous investment websites, Jim is the editor of:

Product Details

  • Successful Investing
  • High Velocity Options
  • Intelligence Report
  • Bullseye Stock Trader
  • Eagle Eye Opener
LEARN MORE HERE

Bob Carlson

Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees’ Retirement System, which has over $2.8 billion in assets.

Product Details

  • Retirement Watch
  • Retirement Watch Spotlight Series
  • Lifetime Retirement Protection Program
LEARN MORE HERE

Jon Johnson

Jon Johnson's philosophy in investing and trading is to take what the market gives you regardless if that is to the upside or downside. For the past 21 years, Jon has helped thousands of clients gain success in the financial markets through his newsletters and education services:

Product Details

  • Investment House Daily
  • Stock of the Week
  • Technical Traders Alert
  • Rapid Profits Stock Trader
LEARN MORE HERE

DividendInvestor.com

Used by financial advisors and individual investors all over the world, DividendInvestor.com is the premier provider and one-stop shop for dividend information and research.

Product Details

Popular tools include our proprietary Dividend Calendar, Dividend Calculator, Dividend Score Card, and many more.

  • Dividend Investor
LEARN MORE HERE

George Gilder

George Gilder is the most knowledgeable man in America when it comes to the future of technology and its impact on our lives.  He’s an established investor, bestselling author, and economist with an uncanny ability to foresee how new breakthroughs will play out, years in advance.

Product Details

  • Technology Report
  • Technology Report PRO
  • Moonshots
  • Private Reserve
  • Millionaire Circle
LEARN MORE HERE

DayTradeSPY

DayTradeSPY was founded by head trader Hugh Grossman, a retired internal auditor for a Fortune 500 company. After years of first-hand experience trying out one trading strategy after another, Hugh instead developed his own trading system centered around day trading SPY options. That’s it... Nothing else.

Product Details

  • Trading Room
  • Pick of the Day
  • Inner Circle
  • Online Workshops
LEARN MORE HERE