By Marc Boucher on December 1, 2009 2:20 AM No Comments
Soyuz Leaves International Space Station and Lands Safely in Kazakhstan, SpaceRef Canada (With Video)
"Canadian Space Agency Flight Engineer Robert Thirsk, Expedition 21 Flight Engineer and Soyuz Commander Roman Romanenko and European Space Agency Flight Engineer Frank De Winne undocked their Soyuz spacecraft from the station at 10:56 p.m. EST Monday and landed in Kazakhstan at 2:15 a.m. Tuesday, 1:15 p.m. local Kazakhstan time. The Soyuz spacecraft landed upright which helped the search and recovery teams extract the astronauts."
For a full details please click at the link below:
http://nasawatch.com/archives/2009/12/soyuz-lands-saf.html?utm_source=twitterfeed&utm_medium=feed&utm_campaign=Feed%3A+nasawatch%2FAekt+%28NASA+Watch%29&utm_content=Twitter
2009/12/01
2009/11/30
There are no too many form factors...
Luckily for the writer, his views, being on the state of embedded systems industry or on embedded technology get published and the word gets around.
Good people publish it and again good people read it. They process published opinions, forming their own. And that is how it is supposed to be.
A very well respected and read quarterly, published by established publisher in Moscow, Russia www.mka.ru "The World of Computer Controls". Its history runs for close to 20 years and is printed in Cyrillic and partly in English. It has large follow up in the country and distribution outside Russia. Millions of people read it in Russian language and the reach is wide and deep.
Reading one of recent issues (No. 3-2009) I see an article by Mr. N. Kolsky who is calling me to dispute the need for another standard looking for an application. He meant to be a microTCA, I suppose. The said standard is still, after years, looking for its big break, a project everyone seems to be talking about.
This technology, with its origins in telecommunications, where hot swap advantage, and resources management are of paramount importance. It was developed at the time where Telecoms were flushed with revenues and everyone was looking for upgrades to satisfy the need for bandwidth of the Dot Com Bubble. After its bust on 2000, everything changed and a very nice technology began looking for another life in industry and in automation. Its derivative microTCA, was even a candidate into military applications for a while until it has decided on VPX instead.
The resources management is complex to begin with. Making smallish projects uneconomical or too complex. Larger projects involving large development teams use the resources management to their advantages, but overall costs are high making the supply chain pathologically crippled. Distributors are being pushed out of the project, as there is no margin for them. For a vendor each project becomes a Key Account.
In the same issue my dear friend is quoted in another article, titled "The invasion of the form factor" which exactly enhances my sentiment. Ray Alderman is explaining why every vendor tries to lock his End User into a closed technology.
The question Mr. Kolsky should be asking is not "are there too many form factors or not enough"? No one can decide how many standards are coming to the market. Simply it is always up to a market forces that take any standard to test them to a simple equation: "Is it cheaper to use it or is it easier to use it?" Any standard that passes the test is being used luckily for hopefully a long time. Such standards are numerous, VME, cPCI and some are in use for many years and bring fortunes to its inventors.
As to the microTCA standard it got recently a xTCA denomination, that unfortunately adds precious little to reduce its cost of ownership. The future will show and soon.
We shall see
Good people publish it and again good people read it. They process published opinions, forming their own. And that is how it is supposed to be.
A very well respected and read quarterly, published by established publisher in Moscow, Russia www.mka.ru "The World of Computer Controls". Its history runs for close to 20 years and is printed in Cyrillic and partly in English. It has large follow up in the country and distribution outside Russia. Millions of people read it in Russian language and the reach is wide and deep.
Reading one of recent issues (No. 3-2009) I see an article by Mr. N. Kolsky who is calling me to dispute the need for another standard looking for an application. He meant to be a microTCA, I suppose. The said standard is still, after years, looking for its big break, a project everyone seems to be talking about.
This technology, with its origins in telecommunications, where hot swap advantage, and resources management are of paramount importance. It was developed at the time where Telecoms were flushed with revenues and everyone was looking for upgrades to satisfy the need for bandwidth of the Dot Com Bubble. After its bust on 2000, everything changed and a very nice technology began looking for another life in industry and in automation. Its derivative microTCA, was even a candidate into military applications for a while until it has decided on VPX instead.
The resources management is complex to begin with. Making smallish projects uneconomical or too complex. Larger projects involving large development teams use the resources management to their advantages, but overall costs are high making the supply chain pathologically crippled. Distributors are being pushed out of the project, as there is no margin for them. For a vendor each project becomes a Key Account.
In the same issue my dear friend is quoted in another article, titled "The invasion of the form factor" which exactly enhances my sentiment. Ray Alderman is explaining why every vendor tries to lock his End User into a closed technology.
The question Mr. Kolsky should be asking is not "are there too many form factors or not enough"? No one can decide how many standards are coming to the market. Simply it is always up to a market forces that take any standard to test them to a simple equation: "Is it cheaper to use it or is it easier to use it?" Any standard that passes the test is being used luckily for hopefully a long time. Such standards are numerous, VME, cPCI and some are in use for many years and bring fortunes to its inventors.
As to the microTCA standard it got recently a xTCA denomination, that unfortunately adds precious little to reduce its cost of ownership. The future will show and soon.
We shall see
2009/11/23
are you reading the stock market all wrong?
Are you one of the many investors waiting for the one of the following?
- The global economic recovery to be more certain
- There to be one more (at least) almighty crash
At either of these points, you'll then jump back into the market.... right?
But, what if neither of these events occur? What if the market doesn't crash and the recovery remains weak long term and the market just kind of keeps drifting up? What if this is, in fact, the new "normal"?
What if growth doesn't return to previous levels for years or even decades? Do you invest in something else? Like what, property or cash? They won't do you any good either in a low growth environment. Do you keep sitting on the sidelines while your cash is worn down by inflation and taxation? Sitting in cash is the worst possible solution - it's negative thinking. Oh, sure, it's safe, but so is staying in bed or not going outside. You won't get hit by a bus if you stay inside. Safe options are always good short term, but bad long term.
While the current stock market has had a great run since March, many investors who have been waiting for the two events I mentioned above are wondering what to do now. They probably feel they have missed the boat... and to a great extent they have. They completely misread the situation, but all is not lost.
There is still a huge amount of money to be made in this market. While my Trident Confidential Portfolio has made close to 110% this year so far, I honestly can't see why I won't keep up my long term average of around 90%pa in 2010. I know that's a bold statement, but negative thinking and nice safe options will never make you any money.
If, as I suspect, we are entering in to a new "normal" of lower and slower growth, due to the days of "debt fueled growth" being over (for the time being), then our old approach to the stock market no longer applies. We have to think differently. Buying stocks "blindly" on the basis "they used to be good" is not an "investment strategy", it's an "investment habit".
Click here for full text: http://www.tridentconfidential.com/page.php?id=9
- The global economic recovery to be more certain
- There to be one more (at least) almighty crash
At either of these points, you'll then jump back into the market.... right?
But, what if neither of these events occur? What if the market doesn't crash and the recovery remains weak long term and the market just kind of keeps drifting up? What if this is, in fact, the new "normal"?
What if growth doesn't return to previous levels for years or even decades? Do you invest in something else? Like what, property or cash? They won't do you any good either in a low growth environment. Do you keep sitting on the sidelines while your cash is worn down by inflation and taxation? Sitting in cash is the worst possible solution - it's negative thinking. Oh, sure, it's safe, but so is staying in bed or not going outside. You won't get hit by a bus if you stay inside. Safe options are always good short term, but bad long term.
While the current stock market has had a great run since March, many investors who have been waiting for the two events I mentioned above are wondering what to do now. They probably feel they have missed the boat... and to a great extent they have. They completely misread the situation, but all is not lost.
There is still a huge amount of money to be made in this market. While my Trident Confidential Portfolio has made close to 110% this year so far, I honestly can't see why I won't keep up my long term average of around 90%pa in 2010. I know that's a bold statement, but negative thinking and nice safe options will never make you any money.
If, as I suspect, we are entering in to a new "normal" of lower and slower growth, due to the days of "debt fueled growth" being over (for the time being), then our old approach to the stock market no longer applies. We have to think differently. Buying stocks "blindly" on the basis "they used to be good" is not an "investment strategy", it's an "investment habit".
Click here for full text: http://www.tridentconfidential.com/page.php?id=9
2009/11/21
CERN back in business with its Large Hadron Collider
Geneva, 20 November 2009. Particle beams are once again circulating in the world’s most powerful particle accelerator, CERN*’s Large Hadron Collider (LHC). This news comes after the machine was handed over for operation on Wednesday morning. A clockwise circulating beam was established at ten o'clock this evening. This is an important milestone on the road towards first physics at the LHC, expected in 2010.
For more click link below:
http://press.web.cern.ch/press/lhc-first-physics/
For more click link below:
http://press.web.cern.ch/press/lhc-first-physics/
2009/10/24
Is the recovery real?
Click to view this email in a browser
http://hosted.verticalresponse.com/230163/49615c0aae/513000276/77647ad340/
Dear Reader,
The stock market has come along way since the dark and dismal days of
March this year when most investors were of the opinion we were headed
for a very deep recession, some even thinking “depression”….. Not a
lot of fun.
Since then we have seen not only the market come good (to a certain
extent) but we have also seen great improvement economically, even
though some dark clouds linger. Dark clouds in the form of weak
employment and retail sales.
The stock market, as you may or may not know is a “leading indicator”
of the economy. The market guesses where the economy will head and
this has always been the case, and probably always will be. In effect,
it’s a bunch of people betting which way the economy and individual
sectors within the economy are heading, that’s the theory anyway.
The only way of proving the efficacy of this theory is at earnings
time. This is when the true direction is known. If profits and
revenues of companies are up, then it’s a pretty safe bet that the
economy is following behind.
Well, it’s truth time in the United States at the moment and most
companies have to report their quarterly earnings (both American and
international companies, if they are listed in New York). So, how’s it
going? Are we really on track for a economic recovery?
The answer is 100% yes!
So far, 79% of companies that have reported have reported better than
expected earnings and 65% have reported better than expected sales –
Top line growth is back, despite unemployment. Technology is booming,
as are several other industries.
The recent lift in the markets will attract the attention of the
general public, who haven’t really participated in this rally. In
addition, fund managers who have been skeptical or even short the
market all year will be forced to buy into the rally as their clients
will be doing year-end comparisons at the end of this current quarter.
That means that there could be a lot of big money chasing returns for
the next couple of months, resulting in higher prices.
However, with all the good news coming out regarding earnings, there
are still “experts” trying to scare you with talk of massive
collapses, banks going broke, currency crashes etc. Before you take
this stuff on board, think about what’s in it for them to say this
negative stuff. Are they promoting a book, selling a seminar or trying
to garner interest for their particular investment strategy? I think
you’ll find they have something to sell, so my advice – ignore them
and just follow the market. Our stop loss strategies will protect us
and our “aggressively conservative” stock picks will ensure we
outperform the market, pretty much all the time.
Let me tell you about a well respected “perma-bear”, not my old mate
Nouriel Roubini, I won’t pick on him today. No, this guy actually
makes a lot of money being negative – but there’s a sting in this
story – his investors lose money in real terms – He’s rich, they’re
not. Doesn’t surprise you does it. And no it’s not Bernie Madoff
(pronounced “made off” as in "made off with your money").
Seriously, David Tice manages the Federated Prudent Bear Fund and he
said this week that the Dow will bottom when it gets to book value,
which is about 3,100. The reporter interviewing him thought he was
mucking around, but he was serious. “Our long-term target, which we
expect to reach in 2012, is Dow 3,800, and that is no joke..” You know
if the Dow goes to 3800 we’ll be almost living caves. Well, you can
guess what I think about those opinions – but why would he have such
an opinion? What does he know that we don’t? The answer is nothing.
The man gets rich by scaring the daylights out of you and getting you
to invest in his “Bear Fund”. He’s made a lot of money taking a
management fee, based on the funds he has managed, not the profits he
makes (obviously). But what about his investors?
In the last 14 years since he started the fund he has returned 0.04%pa
(that’s less than 1%, then take off inflation, tax etc – not much
left, eh?), but in the last 5 years he has done quite well in
returning 5.18%pa thanks mainly to the events of 2008 (but only 5%?, I
made 23% in 2008, and I’m an optimist and “bullish”). He has over $1
billion under his management – that’s a lot of pessimistic investors!
So, my lesson for today is that being pessimistic and bearish will not
make you $1 over the long term. To make money you have to be
optimistic – seek opportunity – act when the opportunity lands in your
lap and keep looking forward, not back – find solutions, don’t stumble
over problems. This applies to all aspects of your life, not just the
market.
As most of you well know, even during the worst of the GFC from
September 2008 to March 2009 I have remain positive (sometimes
annoyingly, I know) but it has resulted in a return this year of over
105% for Trident Confidential subscribers. Optimistic = Wealth (in all
things, not just money).
So, next time a “dark cloud” person wants to “bend your ear” – just
ignore them. You know, if there had been a few less people telling us
the world was coming to end, the crisis would not been anywhere near
as bad. Consumer sentiment has a lot to do with recessions.
**********************************************************************
Opportunities are Still Out There
**********************************************************************
As stock prices have moved up strongly in recent months, you may be
wondering whether you wait for a correction or pullback or leap in a
buy a few shares now?
A good question. My answer to a potential investor would be to choose
the stock you invest in very carefully and buy it now if the valuation
is good. You could be waiting for a correction that may never comes or
when it does, it could still leve you paying a higher price for your
selected stock than you could pay today.
Many stocks, the bigger blue chips especially are getting close to
fair value in my opinion. However, it is now the time to seek out
smaller or medium sized companies that have been overlooked to a great
extent by the rally. I'm constantly digging up companies with great
businesses that have had their stock price decimated, but their
business is close to record earnings and sales. Yes, stocks that have
an historical valuation based on their current earnings, 2,3 or even 4
times higher than it is now. That means in time, their stock prices
will return to their historial "mean valuation" and provide investors
with great profits - even now.
This week's little Australian health related stock is a perfect
example. In my opinion, it's valuation is three times higher than it's
stock price. In my Hidden Gems portfolio (micro caps), I find even
greater extremes of undervaluation.
So, if you are seeking out opportunities of your own, think small and
micro cap stocks at the moment - the rally has missed many of them.
In time, the market will catch on - it always does and by then your
stock will be much higher.
**********************************************************************
To Join Trident Confidential and Read our Latest Stock Tips, The
Hidden Gems Portfolio, Receive all Lance's Books on CD and Have Access
to our Full Archive - Click Here
http://cts.vresp.com/c/?TridentPress/49615c0aae/77647ad340/5410c7aed4/id=34
**********************************************************************
**********************************************************************
Click here to read the opinions of our current Trident Confidential
subscribers
http://cts.vresp.com/c/?TridentPress/49615c0aae/77647ad340/2113d0bd47/id=9
**********************************************************************
Until next time.
Kind Regards
Lance Spicer
Editor, Trident Confidential - Still...The World's Highest Returning
Newsletter since 2005.
Lance Spicer is qualified and licensed to provide investment advice on
Managed Investments, Equities and Derivatives.
Trident Investment Management Pty Ltd is an authorised representative
(No 339798) of The International Securities and Derivatives Group Pty
Limited (ABN 22 103 552 683) holder of Australian Financial Services
License (AFSL 227544)
______________________________________________________________________
If you no longer wish to receive these emails, please reply to this
message with "Unsubscribe" in the subject line or simply click on the
following link:
http://cts.vresp.com/u?49615c0aae/77647ad340/mlpftw
______________________________________________________________________
This message was sent by Trident Press using VerticalResponse
http://hosted.verticalresponse.com/230163/49615c0aae/513000276/77647ad340/
Dear Reader,
The stock market has come along way since the dark and dismal days of
March this year when most investors were of the opinion we were headed
for a very deep recession, some even thinking “depression”….. Not a
lot of fun.
Since then we have seen not only the market come good (to a certain
extent) but we have also seen great improvement economically, even
though some dark clouds linger. Dark clouds in the form of weak
employment and retail sales.
The stock market, as you may or may not know is a “leading indicator”
of the economy. The market guesses where the economy will head and
this has always been the case, and probably always will be. In effect,
it’s a bunch of people betting which way the economy and individual
sectors within the economy are heading, that’s the theory anyway.
The only way of proving the efficacy of this theory is at earnings
time. This is when the true direction is known. If profits and
revenues of companies are up, then it’s a pretty safe bet that the
economy is following behind.
Well, it’s truth time in the United States at the moment and most
companies have to report their quarterly earnings (both American and
international companies, if they are listed in New York). So, how’s it
going? Are we really on track for a economic recovery?
The answer is 100% yes!
So far, 79% of companies that have reported have reported better than
expected earnings and 65% have reported better than expected sales –
Top line growth is back, despite unemployment. Technology is booming,
as are several other industries.
The recent lift in the markets will attract the attention of the
general public, who haven’t really participated in this rally. In
addition, fund managers who have been skeptical or even short the
market all year will be forced to buy into the rally as their clients
will be doing year-end comparisons at the end of this current quarter.
That means that there could be a lot of big money chasing returns for
the next couple of months, resulting in higher prices.
However, with all the good news coming out regarding earnings, there
are still “experts” trying to scare you with talk of massive
collapses, banks going broke, currency crashes etc. Before you take
this stuff on board, think about what’s in it for them to say this
negative stuff. Are they promoting a book, selling a seminar or trying
to garner interest for their particular investment strategy? I think
you’ll find they have something to sell, so my advice – ignore them
and just follow the market. Our stop loss strategies will protect us
and our “aggressively conservative” stock picks will ensure we
outperform the market, pretty much all the time.
Let me tell you about a well respected “perma-bear”, not my old mate
Nouriel Roubini, I won’t pick on him today. No, this guy actually
makes a lot of money being negative – but there’s a sting in this
story – his investors lose money in real terms – He’s rich, they’re
not. Doesn’t surprise you does it. And no it’s not Bernie Madoff
(pronounced “made off” as in "made off with your money").
Seriously, David Tice manages the Federated Prudent Bear Fund and he
said this week that the Dow will bottom when it gets to book value,
which is about 3,100. The reporter interviewing him thought he was
mucking around, but he was serious. “Our long-term target, which we
expect to reach in 2012, is Dow 3,800, and that is no joke..” You know
if the Dow goes to 3800 we’ll be almost living caves. Well, you can
guess what I think about those opinions – but why would he have such
an opinion? What does he know that we don’t? The answer is nothing.
The man gets rich by scaring the daylights out of you and getting you
to invest in his “Bear Fund”. He’s made a lot of money taking a
management fee, based on the funds he has managed, not the profits he
makes (obviously). But what about his investors?
In the last 14 years since he started the fund he has returned 0.04%pa
(that’s less than 1%, then take off inflation, tax etc – not much
left, eh?), but in the last 5 years he has done quite well in
returning 5.18%pa thanks mainly to the events of 2008 (but only 5%?, I
made 23% in 2008, and I’m an optimist and “bullish”). He has over $1
billion under his management – that’s a lot of pessimistic investors!
So, my lesson for today is that being pessimistic and bearish will not
make you $1 over the long term. To make money you have to be
optimistic – seek opportunity – act when the opportunity lands in your
lap and keep looking forward, not back – find solutions, don’t stumble
over problems. This applies to all aspects of your life, not just the
market.
As most of you well know, even during the worst of the GFC from
September 2008 to March 2009 I have remain positive (sometimes
annoyingly, I know) but it has resulted in a return this year of over
105% for Trident Confidential subscribers. Optimistic = Wealth (in all
things, not just money).
So, next time a “dark cloud” person wants to “bend your ear” – just
ignore them. You know, if there had been a few less people telling us
the world was coming to end, the crisis would not been anywhere near
as bad. Consumer sentiment has a lot to do with recessions.
**********************************************************************
Opportunities are Still Out There
**********************************************************************
As stock prices have moved up strongly in recent months, you may be
wondering whether you wait for a correction or pullback or leap in a
buy a few shares now?
A good question. My answer to a potential investor would be to choose
the stock you invest in very carefully and buy it now if the valuation
is good. You could be waiting for a correction that may never comes or
when it does, it could still leve you paying a higher price for your
selected stock than you could pay today.
Many stocks, the bigger blue chips especially are getting close to
fair value in my opinion. However, it is now the time to seek out
smaller or medium sized companies that have been overlooked to a great
extent by the rally. I'm constantly digging up companies with great
businesses that have had their stock price decimated, but their
business is close to record earnings and sales. Yes, stocks that have
an historical valuation based on their current earnings, 2,3 or even 4
times higher than it is now. That means in time, their stock prices
will return to their historial "mean valuation" and provide investors
with great profits - even now.
This week's little Australian health related stock is a perfect
example. In my opinion, it's valuation is three times higher than it's
stock price. In my Hidden Gems portfolio (micro caps), I find even
greater extremes of undervaluation.
So, if you are seeking out opportunities of your own, think small and
micro cap stocks at the moment - the rally has missed many of them.
In time, the market will catch on - it always does and by then your
stock will be much higher.
**********************************************************************
To Join Trident Confidential and Read our Latest Stock Tips, The
Hidden Gems Portfolio, Receive all Lance's Books on CD and Have Access
to our Full Archive - Click Here
http://cts.vresp.com/c/?TridentPress/49615c0aae/77647ad340/5410c7aed4/id=34
**********************************************************************
**********************************************************************
Click here to read the opinions of our current Trident Confidential
subscribers
http://cts.vresp.com/c/?TridentPress/49615c0aae/77647ad340/2113d0bd47/id=9
**********************************************************************
Until next time.
Kind Regards
Lance Spicer
Editor, Trident Confidential - Still...The World's Highest Returning
Newsletter since 2005.
Lance Spicer is qualified and licensed to provide investment advice on
Managed Investments, Equities and Derivatives.
Trident Investment Management Pty Ltd is an authorised representative
(No 339798) of The International Securities and Derivatives Group Pty
Limited (ABN 22 103 552 683) holder of Australian Financial Services
License (AFSL 227544)
______________________________________________________________________
If you no longer wish to receive these emails, please reply to this
message with "Unsubscribe" in the subject line or simply click on the
following link:
http://cts.vresp.com/u?49615c0aae/77647ad340/mlpftw
______________________________________________________________________
This message was sent by Trident Press using VerticalResponse
2009/10/13
Advanced vetronics hit the ground running...
SPECIAL REPORT
Advanced vetronics hit the ground running...
:: Advanced vetronics hit the ground running
By Courtney E. Howard
Industry heeds the warfighter’s call for innovative, responsive, and reliable electronics in combat vehicles on the ground. Today’s warfighters require an ever-increasing amount of electronics systems to meet various mission objectives. At the same time, military ground vehicles, the warfighters who operate them, and the onboard vehicle electronics are required to perform missions in demanding, sometimes hostile environments. Ground combat vehicles integrate myriad complex electronic components, which deliver command, control, and communications; intelligence, surveillance, and reconnaissance; and defensive and offensive weapons systems, as well as operate the vehicles themselves.
Advanced vetronics hit the ground running...
:: Advanced vetronics hit the ground running
By Courtney E. Howard
Industry heeds the warfighter’s call for innovative, responsive, and reliable electronics in combat vehicles on the ground. Today’s warfighters require an ever-increasing amount of electronics systems to meet various mission objectives. At the same time, military ground vehicles, the warfighters who operate them, and the onboard vehicle electronics are required to perform missions in demanding, sometimes hostile environments. Ground combat vehicles integrate myriad complex electronic components, which deliver command, control, and communications; intelligence, surveillance, and reconnaissance; and defensive and offensive weapons systems, as well as operate the vehicles themselves.
2009/10/02
Is this recovery real or Imagined?
Pick up any newspaper or read any report and you'll read that the stock market has run too hard and is ahead of the real economy. Is this correct? Yes, it is! But is it any surprise? Seriously?
The stock market is always ahead of the real economy... always!
What's wrong with these people? Haven't they been around long enough to know that the stock market always looks 6 to 12 months into the future. You never buy a stock based on todays' earnings.. always the future earnings. These "economists" really surprise me. No wonder so many fund managers have completely missed this rally with such pessimistic views in abundance.
Look, the reality is the smart money is looking at earnings and economic growth in late 2010 and 2011. You should buy stocks that have real earnings growth potential next year and the year after not get bogged down with what's happening now.
At the moment this recovery seems to be based on two factors:
1) A business driven recovery.
Businesses have trimmed down and become leaner and meaner and are now looking ahead (as investors should) and restocking inventories. When the "revenue increase" kicks in, we are going to see the best managed businesses provide very good earnings and widening operating margins. Unemployment will start to come down once business really is straining to keep up with demand, and not before.
2) A China driven recovery
China is booming again and not off the back of the US consumers (who are currently "hibernating"). China is probably growing at 8-9%pa currently and it's doing it off the back of internal Chinese economic demand. This is great news for Australia, as long as we don't keep annoying them with not allowing them to invest capital in our companies. It's also great news for US companies who are selling the "brands" and products the Chinese middle class want. There are approximately 350 million middle class Chinese that want all the things we westerners have, the other billion are determined to join them. As an investor, I'm tracking down the best Chinese opportunities for the next few years and as Trident Confidential Subscribers know, we have discovered some "pearlers", but I know there are more out there and I'm going to find them - well-managed companies going cheap but with revenue and earnings growth set to soar - that's what I'm after and you should be too.
While everyone is waiting for a correction in the stock market, and it may or may not come, smart investors are tracking down "tomorrow's" winners today and investing in them before the "crowd" finds out. That's the best way to make money in the stock market - beat the crowd.
As an example, last week I wrote to my subscribers and told them of a great little Australian company that has one of the simplest but best medical products in the world today. Fully patented, it currently has no competitors that come close to matching it's innovative product. What's more a global company who is the biggest user of these products has just handed over tens of millions of dollars just for the "right" to use the product.
This company is in such a powerful position that companies are paying for the "opportunity" to buy the product!
A dear friend of mine, we have been exchanging news for the past 20 years, even if under different companies. I thing he has alsways something good to say:
It's been a while since I saw an Australian company and invention with such a massive future. Like so many companies of recent times they are going to announce a capital raising so they can immediately go into full scale global production and in the next few days you'll have an opportunity to buy this stock, before it reaches my 2011/12 earnings based valuation of around $4.00, which is around 210% return from where it is now. However, this could increase, if as I suspect, they announce more deals.
In the weeks and months ahead, you'll be hearing of a relatively new and very exciting Australian medical company becoming a dominant global player. When you see a company like this, you don't pass up the opportunity. As I was saying you invest in the future - not the past - economists and analysts please note.
Trident Press: Press@mail.vresp.com
The stock market is always ahead of the real economy... always!
What's wrong with these people? Haven't they been around long enough to know that the stock market always looks 6 to 12 months into the future. You never buy a stock based on todays' earnings.. always the future earnings. These "economists" really surprise me. No wonder so many fund managers have completely missed this rally with such pessimistic views in abundance.
Look, the reality is the smart money is looking at earnings and economic growth in late 2010 and 2011. You should buy stocks that have real earnings growth potential next year and the year after not get bogged down with what's happening now.
At the moment this recovery seems to be based on two factors:
1) A business driven recovery.
Businesses have trimmed down and become leaner and meaner and are now looking ahead (as investors should) and restocking inventories. When the "revenue increase" kicks in, we are going to see the best managed businesses provide very good earnings and widening operating margins. Unemployment will start to come down once business really is straining to keep up with demand, and not before.
2) A China driven recovery
China is booming again and not off the back of the US consumers (who are currently "hibernating"). China is probably growing at 8-9%pa currently and it's doing it off the back of internal Chinese economic demand. This is great news for Australia, as long as we don't keep annoying them with not allowing them to invest capital in our companies. It's also great news for US companies who are selling the "brands" and products the Chinese middle class want. There are approximately 350 million middle class Chinese that want all the things we westerners have, the other billion are determined to join them. As an investor, I'm tracking down the best Chinese opportunities for the next few years and as Trident Confidential Subscribers know, we have discovered some "pearlers", but I know there are more out there and I'm going to find them - well-managed companies going cheap but with revenue and earnings growth set to soar - that's what I'm after and you should be too.
While everyone is waiting for a correction in the stock market, and it may or may not come, smart investors are tracking down "tomorrow's" winners today and investing in them before the "crowd" finds out. That's the best way to make money in the stock market - beat the crowd.
As an example, last week I wrote to my subscribers and told them of a great little Australian company that has one of the simplest but best medical products in the world today. Fully patented, it currently has no competitors that come close to matching it's innovative product. What's more a global company who is the biggest user of these products has just handed over tens of millions of dollars just for the "right" to use the product.
This company is in such a powerful position that companies are paying for the "opportunity" to buy the product!
A dear friend of mine, we have been exchanging news for the past 20 years, even if under different companies. I thing he has alsways something good to say:
It's been a while since I saw an Australian company and invention with such a massive future. Like so many companies of recent times they are going to announce a capital raising so they can immediately go into full scale global production and in the next few days you'll have an opportunity to buy this stock, before it reaches my 2011/12 earnings based valuation of around $4.00, which is around 210% return from where it is now. However, this could increase, if as I suspect, they announce more deals.
In the weeks and months ahead, you'll be hearing of a relatively new and very exciting Australian medical company becoming a dominant global player. When you see a company like this, you don't pass up the opportunity. As I was saying you invest in the future - not the past - economists and analysts please note.
Trident Press: Press@mail.vresp.com
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