Rewards Out There 03 (Jun 16 - Dec 20)

Rewards Out There 03 (Jun 16 - Dec 20)

Postby winston » Wed Jun 01, 2016 8:11 am

Two crisis markets that are primed to deliver big gains

by Justin Spittler

Source: Casey Daily Dispatch

http://thecrux.com/these-two-crisis-mar ... big-gains/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Mon Jun 27, 2016 12:40 pm

Why Brexit Is Good For Iron Ore, China, Emerging Markets

By Shuli Ren

According to CLSA‘s chief equity strategist Christopher Wood, Brexit gives a further reason to buy Asian and emerging markets stocks. Wood raised his emerging markets weights to Overweight this morning.

First, Brexit is good for commodities such as iron ore and steel, thereby boosting Asia’s material stocks. This is because a steal QE, in the form of cheaper pound and euro that resulted from Britain leaving the European Union, provides an excuse for more monetary and fiscal easing. “Infrastructure stimulus in the G7 world should give some sort of bid to the commodity complex on a global basis,” wrote Wood.

Indeed, the commodity traders in China agree. Iron ore futures jumped 5.2% this morning, hard-rolled coil (steel) soared 4.5%. The Shanghai Composite Index gained 0.7%, with coal miners soaring 3.8% on average. Fortescue Metals (FMG.Australia) soared 5.1%, Rio Tinto (RIO) gained 1.9%, BHP Billiton (BHP) was up 1.8%.

Second, Brexit relieves pressure on the People’s Bank of China, which is trying to liberalize its exchange rate while keeping capital outflow under control. The deep slump in the British pound gives the PBoC more excuse to guide its yuan fix lower.

Indeed, the PBoC’s yuan-dollar fix is at 6-year low this morning, even though the pound still tumbled 8.7% against the yuan in onshore trading.

Third, Wood raised his emerging markets weight to Overweight, “given the increased negative outlook on European equities given the political uncertainties raised by Brexit and given the negative consequences of even more negative interest rates and more negative bond yields for European banks.”

Wood continues to see gold price to soar to $4,200 an oz. G7 central bankers are crazy, in Wood’s view.

On Friday, the Deutsche X-Trackers Harvest CSI 300 China A-Shares ETF (ASHR) fell 3.6%, the iShares MSCI Emerging Markets ETF (EEM) was down 6.1%.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... g-markets/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Aug 11, 2016 11:21 am

The Four Big Investing Themes I’m Watching Now

By Shah Gilani

Right now, I’m watching four hugely important investing themes right now that I think are going to be very profitable for those who are in position when the markets start to sink:

1. Stock Buybacks – Last year, companies spent a combined $1 trillion on dividends and stock buybacks. They used buybacks to boost their share price without actually increasing earnings. It’s an insidious bit of financial engineering…

2. Luxury Goods – Luxury goods manufacturers are seeing earnings decline while the price of their products have skyrocketed in the last decade. It’s not sustainable.

3. Oil – Oil is slipping, and I think it’s going to find a new bottom. Everyone who jumped back into oil stocks as the price bounced is going to be sorry – and we’re going to profit.

4. China – With everything going on in the world. China’s been off the radar for a bit. But the latest news out of China is troubling. The country’s “wealth management products,” which were supposed to create wealth, are now a $3.5 trillion bomb about to blow the Chinese economy to smithereens.


Source: WS Insights

http://wallstreetinsightsandindictments ... ching-now/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sat Aug 20, 2016 3:02 pm

Five investing ideas in a world of shrinking growth

By Kang Wan Chern

Source: The Edge

http://smr.theedgemarkets.com/article/f ... 1-87358173
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Oct 27, 2016 6:37 pm

50 COMPANIES TO WATCH

Source: Bloomberg

https://www.bloomberg.com/features/year-ahead-2017/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Thu Dec 29, 2016 12:59 pm

Self-made billionaire on identifying the next billion-dollar idea

by Seana Smith

Imagine coming up with the next Uber, Airbnb, Instagram or Snapchat. How do you know when you have thought of the next billion-dollar idea?

Hospitality mogul and star of CNBC’s “Billion Dollar Buyer” Tilman Fertitta, who meets with entrepreneurs nationwide looking for the most innovative products to add to his portfolio, told Yahoo Finance’s Seana Smith in the video above the key characteristics he looks for when identifying the next big business idea.

“Look at edgy products,” said Fertitta. “There are so many young millennial entrepreneurs out there right now coming up with different products…. You’re looking for somebody that can scale up, that has a unique product that people want.

It can be anything. Being in casinos, restaurants, hotels, aquariums and amusement parks, we buy everything, so we’re just looking for that one unique product.”

Fertitta has a proven track record of success over the last four decades. He’s the sole-owner of dining, entertainment, gaming and hospitality group Landry’s, which is comprised of more than 500 properties including the Rainforest Café, Bubba Gump Shrimp Co., Chart House and McCormick & Schmick’s. Fertitta’s a self-made billionaire with an estimated net worth of $2.8 billion.

Don’t be fooled though, it takes much more than just a “unique” product to turn a billion-dollar idea into a prosperous business.

Fertitta says key traits that separate successful entrepreneurs from those that fail include passion, perseverance and effective management.

“It’s really about knowing all facets of your business,” he said. “Know your numbers and never give up. And when you get kicked down, keep picking yourself up.”

Source: Yahoo Finance

http://finance.yahoo.com/news/self-made ... 25702.html
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Dec 30, 2016 9:34 pm

The investor's guide to 6 major market themes for 2017

by Andy Serwer

1. Rates will rise
Action item: Avoid bonds, dividend stocks, and all things yieldy, like REITs


2. Taxes will fall
Action item: Look to sell long time gainers that are running out of steam after the tax bill is passed, probably in Q3. Look at the list of companies set to benefit from tax cuts especially the repatriators but make sure they don’t get hit later by Trump’s protectionist policies. Bottom line, buy and own big U.S. equities, especially ones with big exposure to domestic construction and energy.


3. Energy will rock
Action item: Buy energy across the board. Petroleum in particular, not subsidized alt energy. The more domestic exposure the better.

Forbes notes that here Seaport Global Securities likes Pioneer Natural Resources, Concho Resources, and Diamondback Energy, while RBC points to fracking beneficiaries like Halliburton, U.S. Silica, Fairmount Santrol Holdings, Nabors Industries, Patterson-UTI Energy Inc, and Helmerich & Payne.

And don’t forget about coal companies (if you’re cool with that) and every else, from Exxon to Trinity to Brean’s GE call.


4. Defense stocks will fire up
Action item: Consider the aforementioned BA and LMT as well as Raytheon, Northrup Grumman, Huntington Ingalls, and General Dynamics, as well as ETFs: ITA, XAR and PPA.


5. China will be rough
Action item: Be wary of investing in China in 2017.


Source: Yahoo Finance

http://finance.yahoo.com/news/the-inves ... 32007.html
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Wed Jan 04, 2017 9:40 am

Five of My Most “Outrageous” Profit Plays in 2017

By Keith Fitz-Gerald

Source: Money Morning

http://dailytradealert.com/2017/01/03/f ... s-in-2017/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Tue Jan 10, 2017 7:41 am

Two reasons stocks are likely to keep soaring in 2017

Source: Daily Crux

http://thecrux.com/sjuggerud-two-reason ... g-in-2017/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sat Jan 14, 2017 9:56 pm

5 investment themes to prepare for the unexpected this year

By Michelle Zhu

Source: The Edge

http://smr.theedgemarkets.com/article/5 ... f-87358173
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