investment ideas

-iShares 20-year Bond etf, symbol TLT
Bonds are significantly more oversold beneath their long-term 200-day moving average than at any time in at least the last 15 years (after warning of QE tapering)
-Bonds typically rally when the economy is weak
-S&P 500 extremely overbought above its long-term 200-day moving average, while sentiment for bonds is at high levels of pessimism, and are extremely oversold beneath their 200-day m.a.
Sy Harding

-Australia stocks (ETF: EWA)
-economy is built on resource demand, from both developed and emerging markets around the globe.
Martin Hutchinson (Money Morning)

-Brazil, emerging Asia
- emerging market stocks “have been hit hardest by the fear of the taper”. This suggests “that’s the place to go looking for bargains right now.
John Stepek (Money Morning)

impact of stronger USD-MYR

positive for: gloves, plantations, timber
negative for : auto, media, power, borrowings in usd

investment ideas

from Money Morning:

• Japanese propoerty
• lower potash price good for farmers, India
• lead, zinc 
• green ships (Rolls royce)
• Argentinian farm
• mining sector on China turnaround  
• Brazil IBZL
• South Korea
• Japan
• Russia

Peter Lynch's strategy for buying mutual funds

1. invest 100% in stocks
2. diversify among capital appreciation, value, quaity growth, emerging growth/small cap, special situation funds
3. put new money into sectors that have lagged the market
4. stik with consistent performance
5. buy closed end funds at price less than NAV
6. country funds - buy when unpopular

Momentum Investing

Buy stocks which fulfill these criteria:

1. Stock is from sector/industry in rotation
2. Strong earnings growth and analyst rating
- earnings growth > 15% over the last 3-5 years
- earnings growth forecast > SP500 & industry growth over the next 3-5 years
-history of earnings surprise
3. positive insider and institutional ownership
4. strong sales growth and high ROE
5. bullish market sentiment
6. stock is near or at buy point (breakout)
7. positive technical indicators


(from Adam Khoo's book)

market view

Market views form Money Morning:

- shale gas to enable US to become energy self sufficient, perhaps also for UK

- Andy Xie doesn't believe in the China rebound

- Italy is a better buy than britain

- Iskandar Johor is like Shenzhen in 1979

- Japan is reaching a tipping point

ICAP dual-listed global fund

So ICAP is planning one, a world's first for closed-end fund.

The other country to be listed is yet to be known.
My wild guess: ermmm... ok, how about Singapore?
This is truly a wild guess. My only rationale is it's much more difficult to do it anywhere else than our good old nearby neighbour.

BTW, TTB sees light at the end of the European tunnel in maybe half-year's time. Ferrari, anyone?

I hope TTB flies in more of his lovely overseas staff in next AGM. At least to make up for just giving us a mug!!!