Bozur
Amicus
Posts: 5,515
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Post by Bozur on Apr 13, 2008 14:49:24 GMT -5
Cramer Tours Kremlin & Politburo (MTL, WBD, CTCM, SEDC, CETV, TRF, RSX) April 11, 2008 Cramer Tours Kremlin & Politburo (MTL, WBD, CTCM, SEDC, CETV, TRF, RSX) This week on CNBC's MAD MONEY, Jim Cramer highlighted how Russia has many very promising prospects for emerging markets investors. He gave many ways to play the country with ADR's of public Russian companies that trade in the U.S. We only wanted to run a single summary since this was his fixed series going all week. Here were his picks this week for Russia: * Cramer's Russian pick from Monday was in metals and mining pick of Mechel (NYSE: MTL) for steel demand being driven in Russia, China, and the Middle East. * On Tuesday, Cramer picked Russian food producing giant Wimm-Bill-DANN (NYSE: WBD) with more than 30%of Russian dairy and as the number 2 and number 3 producer of baby foods and juice products. * Cramer's pick on Wednesday, he gave his top pick that night as CTC Media (NASDAQ: CTCM), the fourth largest television broadcaster in Russia with 42 television stations and 30% longterm growth. * On Thursday, Cramer picked Central European Distribution (NASDAQ: CEDC) as a vodka and liquor distributor in Russia and Eastern Europe. * Friday's Cramer pick from Russia was Central European Media Enterprises Ltd. (NASDAQ: CETV), which invests in, develops, and operates national commercial television channels and stations in Central and Eastern Europe. As far as going abroad, you've always heard 247WallSt.com talk about ETF's and Closed-End funds as trading vehicles that offer significant upside without as much individual portfolio risk due to a single company. The longest running fund we used for investing in Russia is the Templeton Russia and East European Fund Inc. (NYSE: TRF) and the Market Vectors Russia ETF (NYSE: RSX). If you have followed Cramer, he's given many similar country category picks over the course of a week, particularly in BRIC countries. As far as another BRIC series Cramer has run for Brazil, Russia, India, and China: You can join our open email distribution list to hear about special financings, secondary offerings, IPO's, M&A, and more previews for other special situations in various stages. Jon C. Ogg April 11, 2008 www.247wallst.com/
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Bozur
Amicus
Posts: 5,515
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Post by Bozur on Apr 13, 2008 14:50:09 GMT -5
February 09, 2008 Cramer's Grooming Tip: Get A Brazilian (PBR, RIO, AMX, GFA, MELI, GOL, EWZ) This week on MAD MONEY on CNBC, Jim Cramer had some international advice. He wants portfolios to have Brazilians, but not the waxing type. He has an oil play, a metals and mining play, a Latin American telecom play, and even a housing play. Below are his picks and some of the stats for the stocks, and we followed up with some other recent Cramer picks for Brazil or Latin America and even threw in the more diversified ETF's: * Petroleo Brasileiro (NYSE: PBR), or PetroBras, is Brazil's integrated oil play that has quietly become one of the larger oil stocks with a $244 Billion market cap. At $111+, it spent much of this last week roughly 10% off of highs, and its 52-week trading range is $41.38 to $119.16. This is also one of Ken Heebner's long-term favorites in the sector. * Companhia Vale do Rio Doce (NYSE: RIO) is a diversified metals and mining company that operates globally, and its market cap is $146.6 Billion as of now. At $30.35, its is nestled between its 52-week trading range of $15.57 to $38.32. * Another of his picks for Brazil was actually the Mexico-based America Movil S.A.B. de C.V. (NYSE: AMX) as the wireless and fixed telecom play for all of Latin America. This is a Carlos Slim entity, and its market cap is now $102 Billion. This had roughly 150 million subscribers throughout Latin America. Not bad for a company whose origins go all the way back to 2000, wait only 8-years? On a split-adjusted basis this is still up 10-fold since coming public in February 2001. * The last Cramer pick in Brazil was homebuilder Gafisa S.A. (NYSE: GFA). At $30.85 this market cap is only about $4 Billion, small for picks this week, and shares are nestled in a $20.67 to $42.74 range of the last year. This one has barely been public for a year, and we had previously noted how this was Sam Zell's investment down in Brazil. Apparently Brazil's housing market growth is not yet having the same issues of over-inflated prices with poor overextended borrowers like in the U.S. Hopefully they know to look north and now see what problems to avoid. Another recent Cramer pick on Latin America was the individual and corporate e-commerce platform provider MercadoLibre (NASDAQ: MELI), although this one was battered and deep fried in recent weeks and we recently questioned whether or not you should buy the stock since it tapped the secondary markets this soon. It is based in Argentina, but also has 'clientes' in Brazil and elsewhere in Latin America. In the past Cramer also noted GOL as the airline of choice for Brazil. We know that Cramer would rather have a diversified portfolio of roughly five large stocks at any time rather than mutual funds, but there are many diversified ways to play the Brazilian stock market without having to choose one of the individual stocks. If investors want to diversify via ETF's, there is always the iShares MSCI Brazil Index (NYSE: EWZ). It closed at $75.11 Friday and its 52-week trading range is $39.80 to $87.67. A way to partially play Brazil with more diversification is also the SPDR S&P BRIC 40 (AMEX: BIK), although as a "BRIC" play you have to understand that this is more geographically diversified as Brazil, Russia, India, and China. The iShares also has a similar one called the iShares MSCI BRIC Index (NYSE: BKF), and Claymore has the Claymore/BNY BRIC (AMEX: EEB). Jon C. Ogg February 9, 2008 www.247wallst.com/
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Bozur
Amicus
Posts: 5,515
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Post by Bozur on Apr 13, 2008 14:51:22 GMT -5
February 09, 2008 Cramer's Grooming Tip: Get A Brazilian (PBR, RIO, AMX, GFA, MELI, GOL, EWZ) This week on MAD MONEY on CNBC, Jim Cramer had some international advice. He wants portfolios to have Brazilians, but not the waxing type. He has an oil play, a metals and mining play, a Latin American telecom play, and even a housing play. Below are his picks and some of the stats for the stocks, and we followed up with some other recent Cramer picks for Brazil or Latin America and even threw in the more diversified ETF's: * Petroleo Brasileiro (NYSE: PBR), or PetroBras, is Brazil's integrated oil play that has quietly become one of the larger oil stocks with a $244 Billion market cap. At $111+, it spent much of this last week roughly 10% off of highs, and its 52-week trading range is $41.38 to $119.16. This is also one of Ken Heebner's long-term favorites in the sector. * Companhia Vale do Rio Doce (NYSE: RIO) is a diversified metals and mining company that operates globally, and its market cap is $146.6 Billion as of now. At $30.35, its is nestled between its 52-week trading range of $15.57 to $38.32. * Another of his picks for Brazil was actually the Mexico-based America Movil S.A.B. de C.V. (NYSE: AMX) as the wireless and fixed telecom play for all of Latin America. This is a Carlos Slim entity, and its market cap is now $102 Billion. This had roughly 150 million subscribers throughout Latin America. Not bad for a company whose origins go all the way back to 2000, wait only 8-years? On a split-adjusted basis this is still up 10-fold since coming public in February 2001. * The last Cramer pick in Brazil was homebuilder Gafisa S.A. (NYSE: GFA). At $30.85 this market cap is only about $4 Billion, small for picks this week, and shares are nestled in a $20.67 to $42.74 range of the last year. This one has barely been public for a year, and we had previously noted how this was Sam Zell's investment down in Brazil. Apparently Brazil's housing market growth is not yet having the same issues of over-inflated prices with poor overextended borrowers like in the U.S. Hopefully they know to look north and now see what problems to avoid. Another recent Cramer pick on Latin America was the individual and corporate e-commerce platform provider MercadoLibre (NASDAQ: MELI), although this one was battered and deep fried in recent weeks and we recently questioned whether or not you should buy the stock since it tapped the secondary markets this soon. It is based in Argentina, but also has 'clientes' in Brazil and elsewhere in Latin America. In the past Cramer also noted GOL as the airline of choice for Brazil. We know that Cramer would rather have a diversified portfolio of roughly five large stocks at any time rather than mutual funds, but there are many diversified ways to play the Brazilian stock market without having to choose one of the individual stocks. If investors want to diversify via ETF's, there is always the iShares MSCI Brazil Index (NYSE: EWZ). It closed at $75.11 Friday and its 52-week trading range is $39.80 to $87.67. A way to partially play Brazil with more diversification is also the SPDR S&P BRIC 40 (AMEX: BIK), although as a "BRIC" play you have to understand that this is more geographically diversified as Brazil, Russia, India, and China. The iShares also has a similar one called the iShares MSCI BRIC Index (NYSE: BKF), and Claymore has the Claymore/BNY BRIC (AMEX: EEB). Jon C. Ogg February 9, 2008 www.247wallst.com/
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Bozur
Amicus
Posts: 5,515
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Post by Bozur on Apr 13, 2008 14:53:15 GMT -5
June 13, 2007 Cramer's Top 5 China Stock Picks (CEO, CHL, SSW, FMCN, BIDU, GMR) Stock Tickers Mentioned: CEO, CHL, SSW, FMCN, BIDU, GMR On tonight's MAD MONEY on CNBC, Cramer dedicated the night to China. He's not gung ho on Chinese stocks, but he's willing to review some of them. As a reminder, Cramer said he doesn't like investing in China, he doesn't trust China, and he thinks it is overvalued. He thinks an imminent 8% to 10% pullback any time because it's overheated. After you get that pullback then you can buy the stocks, but he advises not to do so now. As a reminder Cramer said he wouldn't cross the river with his charitable trust to incvest there even if they pullback 20% in the market. But Cramer does have some picks; he has 3 solid steady plays and has 2 speculative stock picks. THE SOLID & STEADY PLAYS: CNOOC (CEO)...China's nationalized oil play, the number 1 offshore, a large player in Indonesia; 67% government owned. Under the production sharing, they get the mandatory rights. As long as oil stays high this one is a winner he thinks. ADR's have a $45 Billion market cap; 3% dividend yield. China Mobile (CHL)....winner in Chinese wireless market, 68% of the mobile users in China, government owns the majority. It has been on hold because China Telecom rumors are that they might enter wireless; has 1.9% dividend; $191 Billion market cap. Seaspan (SSW)...Shipping Vessel operator for overseas freight shipments; 6% dividend; $1.45 Billion market cap. He likes this better than General Maritime (GMR) now. THE SPECULATIVE PLAYS: Focus Media (FMCN) runs display ads all over China and now going online, which is his first pick. It advertises in cities over 1 million people. Baidu.com (BIDU) is called the "Google of China" by many, but it is actually beating Google at its own game in China. As a last reminder, Cramer said this is because YOU the audience keeps asking for China picks and he isn't a big fan. He thinks a big pullback is imminent and he wouldn't buy until after. He wouldn't buy these speculative names at all right now, and would only buy these on serious pullbacks. Consider yourself warned and informed. Jon C. Ogg June 13, 2007 www.247wallst.com/
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