February 19, 2012

investment ideas

Emerging Markets dividend stocks - WisdomTree Emerging Markets High Yielding Equity ETF (NYSE: DEM).
-Martin Hutchinson, Money Morning


"war in the region might persuade Iran to shut down the Strait of Hormuz, something it’s threatened several times before. As 40% of the oil barrels shipped around the world has to travel through the Strait, crude prices could be sent skyward."
-Matthew Partridge, Money Morning

when looking for safe haven, Yen becomes strong
When Yen is weak, Japanese stocks become strong
Japanese stocks are cheap
-John Stepek, Editor, MoneyWeek


Canada’s house price bubble is set to burst
Short the Canadian dollar
A huge drop in demand for commodities seems well underway
Short the Austalia dollar
-David Stevenson, Money Morning

India is the place to be in 2012
-Cris Sholto Heaton