Last year commodities and natural resources were the biggest winners.This year it is is possible that this might repeat again due to heavy high demand from developing countries for commodities such as copper,tin,potash etc.
One way to gain some exposure to commodity stocks is to invest in the following ETFs:
1. ishares MSCI Australia Index – EWA
2. ishares MSCI Canada Index – EWC
3. ishares MSCI Chile Index – EWO
4. ishares MSCI Brazil Index – EWZ
Two simple and easy ways to get some Australian stocks exposure to your portfolio are to pick some:
1. ishares Australia ETF – EWA
This ETF is a consistent and highly ranked ranked for many years.Has over4% yield.
2. Aberdeen Australia Equity Fund Inc. – IAF
A closed-ended fund with medium size assets. Good performer as well.
Brazilian ADRs are hot on WallStreet for the past few years due to their incredible growth.
The largest bank in Brazil is government-owned. There are quite a few private sector banks that are fueling credit growth in Brazil and across Latin America.
The largest private sector bank is Banco Bradesco: BBD
Yesterday the bank reported that their 4th Quarter profit soared over 38% to $1.2 B. More details here:
http://biz.yahoo.com/ap/080128/earns_brazil_bradesco.html?.v=1
The stock split 2: 1 last year at $40.Now its trading at $27+. BBD has grown over 700% in the past 5 years.
Other Brazilian banks trading as ADRs in the US are:
Banco ITAU – ITU
Uniao de Bancos Brasileiros S.A. – UBB
More on these later…..
Consumer stable stocks are an integral part of any well-built portfolio. They offer stable, long-term,steady growth and act as a counter-weight to the portfolio when the markets go south. These companies have stable growth because people spend money on foods and to some extent beverages like beer in good times and bad.
There are a few food and beverage stocks that worth looking into.UK’s Sainsbury stores, Australia’s Fosters beer company are some examples.
For more information on food and beverage adr stocks go to:
https://www.topforeignstocks.com/Hi-Growth-Portfolio-FoodandBev.htm
The Societe Generale SPO stock of France has been battered in the past few months due to the credit crisis and more recently due to a huge loss incurred by the bank as a result of actions of a rogue trader named Jerome Kerviel.The bank officials took decisive action and closed up positions even as the market was melting down worldwide. The rogue trader had gambled about £60 Billions.
You can read more about this stunning story here from the Evening Standard in UK:
Face of ‘world’s biggest bank fraudster’
The Societe Generale ADR stock (called lovingly as SOCGEN) – SCGLY.pk has fallen over 50% from a 52 Week high of $43+ to $21+ now. This is an excellent opportunity to pick up Socgen at this sale price. Events such as this fraud will eventually go away and the bank will return to its previous glory as a top world class bank and a wonderful investment in a few months.
Investing in SocGen is a smart move due to many reasons.
Some of them are:
