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WRE is a REIT that owns properties in the Washington DC area.  It is currently paying 6.5% dividends.   The story supporting this pick is simple:  There is no end to the ever-expanding government.  The trend of expanding government can be found in many places in history.   According to Milton Friedman, human history is dominated with big governments and concentration of power.  Civil liberty, freedom, and small government are actually exceptions in human history, which over-time loses to expanding government.

Since the market has had a huge rally.  I would recommend buy this stock on market correction or accumulate it over time to avoid market timing risks.

admin :: Aug.11.2009 :: Stock Picks :: No Comments »

This ADR is paying 5% dividend.   This is an Oil and China play.  Currently the stock is at 2005 price levels.  Since I believe that oil price has bottomed out and China would be the first to recover from the recession, this is a great stock for me.  In addition, being and ADR, this stock pays dividend in Chinese RMB, which is a great hedge against the U.S. inflation and dollar devaluation.

admin :: Apr.29.2009 :: Stock Picks :: No Comments »

Here is a safer way to play the Solar Energy industry.  This ETF give you exposure to the Solar Industry, but eliminates individual stock risks through diversification.   If you want to invest in Solar but do not like the high risks of individual stocks, this would be perfect for you.

admin :: Apr.29.2009 :: Stock Picks :: No Comments »

ATI produces a diverse portfolio of industrial metals.   These products are generally cyclical.  However, I expect industrial related stocks to do well in the future as American Consumerism, Real Estate and Financial Sector collapse.

admin :: Apr.29.2009 :: Stock Picks :: No Comments »

COH has finally decided to lower the price of its hand bags.  I think COH is well positioned for the future.  The lower price point in the U.S. would make its handbags affordable to the mass.  Since Americans would have less money to spend in the coming years due to the shrinkage of wealth, a good quality bag price fairly would be much more attractive than LV or Gucci.

Internationally, COH bags are still expensive in Japan and China.   COH is truly positioned as a luxury brand in Asia.  The rise of the Asian consumerism would allow COH to maintain its price levels and take in a lot of profit.

At last there is the cyclical factor.   COH stock price is bound to be hurt by the recession.   I believe with its international exposure and sensible market positioning, it can get through this and come out much stronger when the economy recovers.

admin :: Apr.28.2009 :: Stock Picks :: No Comments »