GLOBAL STOCK INVESTOR HOTLINE UPDATE 17

Nicholas Vardy

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

After an unusually strong week for our Global Stock Investor portfolio two weeks ago, many of our stocks corrected this week. This offers new subscribers the perfect opportunity to buy our current recommendations — and existing subscribers the chance to add to their holdings.

Remember, the philosophy behind Global Stock Investor is to recommend investments based on major, top-down megatrends in global markets, such as the global cell phone revolution (AMX, MICC), the emergence of India (IBN), and the Reagan revolution in Europe (EWD). As a general rule, assuming the fundamentals of our investment thesis remains intact, you should treat short-term dips in our BUY recommendations as opportunities to add to your positions.

PORTFOLIO UPDATE

Mining group Anglo American (AAUK) announced this week that it received shareholder approval to spin off Mondi Group, its paper and packaging subsidiary. This is all part of Anglo American’s long-term restructuring plan and the consolidation of its activities around the mining sector. Our #1 play on the commodities super cycle, Anglo American remains a STRONG BUY.

Home Inns & Hotels Management (HMIN) is expanding its footprint in China. The company announced that it is buying the remaining minority interest in its Beijing unit for $22.1 million. Home Inns also announced that it is purchasing Beijing City Sunshine, a small rival chain, for an undisclosed amount. The stock remains a HOLD.

Indian banking play ICICI’s (IBN) record share offering last week was 11.5 times oversubscribed. New key investors included the government-controlled State Bank of India, global banks Citigroup and Merrill Lynch, U.S. private equity firm Warburg Pincus, and the Singaporean state-controlled investment vehicles Government of Singapore Investment Corp. (GIC) and Temasek. This oversubscription has allowed the stock to hold up in spite of a sell-off in global markets and it remains a BUY at these levels.

Exclusive  Market Stabilizing, Good News From Greece

Global cell phone operator Millicom International (MICC) continues its relentless pace of expansion in fast-growth markets. A Millicom executive told Reuters last week that the company was investing $300 million through 2008 in Honduras with the aim of expanding the number of subscribers to 2.7 million users. The greatest future of this stock, however, still lies in Africa. It remains a STRONG BUY.

Shares in global steel giant Arcelor Mittal (MT) went on sale this past week after Merrill Lynch downgraded the stock to neutral. Global Stock Investor subscribers could not have asked for a greater gift. Here’s the reality. The company expects no slowdown in the demand for its products. Demand for auto, construction, mechanical equipment, power generation, oil and gas and the tube industry in Europe remains robust. The company is ahead of schedule in implementing $1.6 billion in merger synergies. As the world’s #1 steelmaker, Arcelor Mittal is a dominant force for many years to come. Don’t bet against the Mittal dynasty. This is one to BUY on the dips.

Tesco’s (TSCDY) expansion plans in the United States with its "Fresh & Easy" chain were featured in Britain’s Economist magazine last week. The story highlighted Warren Buffett’s 3% stake in Tesco as a significant vote of confidence in the global retailer’s future. The recent market correction offers the perfect time to buy Tesco or to add to your existing position. Tesco remains a BUY.

The Swedish ETF (EWD) held its own over the week. And this week’s pullback in America Movil (AMX) makes it a terrific time to add to your position. Both positions remain BUYs.

Exclusive  Lessons from Trina Solar (TSL)

P.S. Join me at the 29th Annual Money Show in San Francisco
I personally invite you to sign up for this year’s Money Show, July 26-28, 2007, at the San Francisco Marriott located in the heart of the city’s picturesque downtown. Join over 50 of the country’s premier policy analysts, advisors, and money managers who will share their best strategies for taking advantage of economic, political, and market opportunities to grow your investment assets. You can choose from over 150 educational workshops and 15 panel presentations. The show also features a state-of-the-art exhibit hall with more than 125 of the finest financial companies in the country displaying their cutting-edge products and services. For complete details or to register for free admission, call 800.970.4355 (be sure to mention priority code #008564), or visit: The Money Show San Francisco’s Home Page to register today!

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
previous article

It's been a strong spring and early summer for our Global Bull Market Alert portfolio and we've clocked several double- and triple-digit percentage winners over the past three months.

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

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

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

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

LEARN MORE HERE

Mike Turner

Mike Turner’s financial, mathematical, computer science and engineering background serves as the foundation for his disciplined, rules-based approach to trading. Mike’s three services include:

Product Details

LEARN MORE HERE

Hilary Kramer

Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. Since 2010, Hilary's financial publications have provided stock analysis and investment advice to her subscribers:

Product Details

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.

LEARN MORE HERE