August 11, 2009

Stock Pick: Washington Real Estate Investment Trust (WRE)

Stock Picks

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 […]

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April 29, 2009

Stock Pick: PetroChina Company Limited (PTR)

Stock Picks

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.

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April 29, 2009

Stock Pick: Claymore/MAC Global Solar Index (TAN)

Stock Picks

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.

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April 29, 2009

Stock Pick: Allegheny Technologies Incorporated (ATI)

Stock Picks

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.

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April 28, 2009

Stock Pick: Coach, Inc. (COH)

Stock Picks

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.   […]

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