Thursday, November 4, 2010
Wednesday, February 25, 2009
Gold investors make 120pc return in four months
http://www.telegraph.co.uk/finance/personalfinance/investing/4804472/Gold-investors-make-120pc-return-in-four-months.html
Tuesday, February 17, 2009
chinese cement plus china nyse players
http://www.caseyresearch.com/crpmkt/chinatrl.php?ppref=CSR052ES0209B
General Electric (NYSE.GE) has partnered with state-owned companies in China since 2001 – and just last year sucked $5.4 billion in cash out of China. And they’re hoping to expand that cash pile to over $10 billion by 2010.
Siemens (NYSE.SI) posted $8.37 billion in sales last year – and expects to reap an even bigger windfall from China’s cash injection, according to the Wall St. Journal: "Heavy government spending on infrastructure to boost economic growth has the potential to benefit Siemens…”
McDonald’s (NYSE.MCD) Not exactly high-tech… but the Chinese love the Golden Arches – to the tune of almost $200 billion last year – and Ronald and friends expect sales to grow an estimated 16% in 2009.
General Electric (NYSE.GE) has partnered with state-owned companies in China since 2001 – and just last year sucked $5.4 billion in cash out of China. And they’re hoping to expand that cash pile to over $10 billion by 2010.
Siemens (NYSE.SI) posted $8.37 billion in sales last year – and expects to reap an even bigger windfall from China’s cash injection, according to the Wall St. Journal: "Heavy government spending on infrastructure to boost economic growth has the potential to benefit Siemens…”
McDonald’s (NYSE.MCD) Not exactly high-tech… but the Chinese love the Golden Arches – to the tune of almost $200 billion last year – and Ronald and friends expect sales to grow an estimated 16% in 2009.
Tuesday, February 10, 2009
china stocks
How China’s $500 Billion
Bailout Can
Save Your Retirement
The world’s third largest economy is about to unleash a war chest of over half a trillion dollars...
And I’m going to show you how with one move… right now… you could be siphoning thousands of dollars in profits directly out of Red China’s coffers and into your own bank account…
Dear Fellow Investor,
I couldn’t believe what I was reading… but there it was, in black and white right in front of my face.
I have to admit – the news surprised me…
China’s central government has cash reserves of $1.91 trillion. And the China Investment Corporation, China’s sovereign wealth fund, controls an additional $300 billion.
And up to now, they’ve been pretty unwilling to part with it for anything.
But the realities of a world-wide economic slowdown… factory closings… rising unemployment… and billions of dollars of merchandise sitting on docks in Shanghai and Hong Kong… are forcing the Great Red Dragon of the world economy to finally open its vaults.
And some of that money could be heading directly
into your personal account this year… if you know
how to make it work for you.
Major corporations have been feeding at the China trough for years now… using the government’s coffers to fatten their bottom lines:
General Electric (NYSE.GE) has partnered with state-owned companies in China since 2001 – and just last year sucked $5.4 billion in cash out of China. And they’re hoping to expand that cash pile to over $10 billion by 2010.
Siemens (NYSE.SI) posted $8.37 billion in sales last year – and expects to reap an even bigger windfall from China’s cash injection, according to the Wall St. Journal: "Heavy government spending on infrastructure to boost economic growth has the potential to benefit Siemens…”
McDonald’s (NYSE.MCD) Not exactly high-tech… but the Chinese love the Golden Arches – to the tune of almost $200 billion last year – and Ronald and friends expect sales to grow an estimated 16% in 2009.
Now, you can grab your share of China’s wealth – without partnering with the People’s Government… without having to travel there… and without actually having to invest any money in the Chinese stock market at all.
Let me explain.
As I read in the Times, China is spending the bulk of this stimulus on real, "brick and mortar" infrastructure projects, like bridges and roads…
… with the heftiest portion of this money targeted at earthquake reconstruction, to repair the damage from the massive quake last May.
In order to build all these new bridges, housing complexes, and railway tunnels – they’re going to need cement… a lot of it.
Demand for cement in China will grow by 61% by mid-2009 - compared with an earlier prediction of 12%... [according to] Deutsche Bank.
– Forbes; July 21, 2008
In fact, based on government data released at the time, a full 45% of this half a trillion dollars of capital is going directly into the cement industry…
And I know of one small company in particular that’s in prime position to make the most of this government windfall.
This little-known company has been flying completely under the radar of the financial media… and it could hand you double- and even triple-digit profits in the months to come…
… thanks to billions of dollars in government-guaranteed contracts.
It’s like having the Chinese government
guaranteeing your success
But you must move now – Beijing has already started to dole out the cash… with an estimated $141 billion dollars hitting the streets to get things rolling.
For my money, this is possibly the best play in China right now.
My name is Simon Black.
I’m what you might call an “international wanderer.”
Together with my partner, Fitzroy McLean, I’ve traveled the globe in search of the best investment opportunities. Companies often overlooked by a lot of the so-called gurus… but that are in prime position to easily produce doubles… triples…and even some quadruple returns.
In the past few months – despite the economic downturn – we’ve uncovered some significant winners.
For instance, this past summer, I knew that certain international shipping companies – those known as "dry goods shippers" – were going to be suffering from the slow-down. These dry goods shippers are the ones who bring in all the knick-knacks, doo-dads and gee-gaws made in China.
It was simple supply and demand. As demand for the China-made goods began slowing around the world, the need to ship these goods would drop off as well. These companies were going to be hurting… big time.
By shorting two companies in particular – Star Bulk Carriers and Seaspan – at the beginning of the downturn, we made a tidy 460% return on our cash. Every $10,000 dollars invested became $56,000...
But on the other side of the world, oil tanker companies had a great year. With the price of oil going up, and with heavy premiums for transporting through certain “dangerous” stretches of water, many of these companies made money hand over fist… and our favorite tanker company let us crank out an impressive 43% in about a month. And with a sizable dividend coming up in a matter of weeks, we don’t planning on selling our shares anytime soon. We may even be adding to our position.
Not too bad for being in the middle of a global economic crisis.
We’ve been able to find profitable deals in even the worst of situations… money-making opportunities
unimagined by many investors… because we understand one thing: know where the money is flowing and you’ll find the profits.
So when I read about this massive infusion of cash into Chinese infrastructure and earthquake re-construction…
I realized that I was sitting on one of the best stock plays of the New Year.
Here’s what I’m talking about.
There’s a small provincial cement manufacturer located in Shaanxi province, in central China.
For three years in a row – 2006, 2007, and 2008 – Forbes China has listed this company in its "100 Top Chinese Companies with Growing Potential."
Thanks to the downturn, this company is incredibly undervalued. Its share price has just bounced off its 52-week low…
… and is trading with a miniscule PE ratio right around 2.3… serious bargain basement pricing for a stock that’s about to be flooded with cash in the next two years.
And once the government money begins flowing, any investor sitting on shares of this cement manufacturer is going to make a lot of money.
You could easily be looking at a real return of
almost 300% over the coming months.
“I think that China is going to be a greater and greater force in the world’s economy in every way.”
- Warren Buffett
Now, I’ve been following them closely for over a year now…. and I’m in close contact with the management team, including the CEO. So I’ve gotten to know the company and its corporate culture very well.
Here are my top reasons why I like this stock, and why I think it’s going to soar.
This company is consistently profitable. They’ve posted a year-over-year profit for the first half of 2008 – growing the bottom line 57% over 2007. And that was after suffering through brutal winter snowstorms that slowed production and the devastating May earthquake. Plus, with the new influx of government cash, they’re likely to post even better profits for the coming year. At current share prices, this company is an incredible bargain... and if it hits its previous 52-week high in the coming months – as I think it easily could – you’d be making 277.77% on your money.
What does this really mean to China?
Sure the slowdown has hit the Chinese economy, just like every other country in the world. But it’s all a matter of perspective.
Last year, China’s economic engine was cruising along at a breakneck pace of 11.7% annual growth…
But for this year, experts are expecting China’s growth to slow –down to a mere 9.9%.
A decrease, yes…but compared to the U.S., it’s still quite impressive.
But according to NYU professor Nouriel Roubini, China must grow their economy at 9%-10% per year - just to be able to absorb the 24 million people entering its workforce every year… for China, he suggests, GDP growth of only 5%-6% would throw them into a recession.
On the other side of the globe, The U.S. economy is already in recession… growing at a measly 1.5% - about 15% of China’s expected growth.
And it’s probably going to be getting worse – with the U.S. economy contracting by 1.7% - a negative growth rate of .2% in the coming year.
This company is easy to trade. Sure there are other cement companies in China. But to trade their stock, you have to venture into the Chinese stock markets. The Chinese markets are notoriously volatile... and Chinese investors seem to rely as much on the ancient belief in lucky numbers as on fundamental or technical analysis.
Domiciled in Jersey, England, this cement company trades on the Alternative Investment Market (AIM) in London. So their shares are more stable, and you can trade them easily with an online brokerage account… without ever having to deal with the Chinese stock market.
The company is perfectly located to reap the rewards. In China, cement companies are mostly regional. There is little profit in shipping outside of your geographic region, because of transportation costs.
The company has two major production plants located in Shaanxi province, which is directly next to Sichuan province – which was the epicenter of the earthquake that devastated the region.
With the government pumping billions into rebuilding the area, this little cement company will be in high demand to supply the much-needed cement for the rebuilding… and should see some massive contracts from the reconstruction windfall.
Modernization of the provinces will help this company profit as well. China’s 11th Five Year Plan calls for the forced modernization of the infrastructure of the provinces – meaning bridges, roads, dams, railroad tunnels, highways, etc. Shaanxi province – where they’re located – is one of the areas targeted by this plan. Which means high demand for the firm’s product.
China’s new environmental policies will actually help this company. China has become acutely aware of its massive pollution problem. The production of cement is a dirty business… so the government is insisting cement companies switch over to the New Dry Production Process. It’s cleaner and releases less carbon and other compounds into the air. Any cement company that has gotten in ahead of the curve on this innovation is going to receive favorable attention when the party hands out the funds – and this company was one of the first in the area to make this important change.
China’s Cement Industry
is Growing
Since the 1970s, China has been actively promoting the development of its cement industry.
In 2007, cement output in China reached 1.35 billion tons, and during the first ten months of 2008, cement output has reached 1.135 billion tons.
China's cement output and consumption has been the number one in the world since 1985… and will account for 54% of global cement consumption for the whole year of 2008.
Though China's cement production has slowed down a bit, it’s still at 2.8 percent year on year in the first 11 months of 2008. But production slowdowns have been offset by higher prices for cement, allowing for fatter bottom lines and more profits.
They’re expanding to meet demand. With the new business generated by all this government spending, the only problem facing this company is capacity. Can they keep up with the expected explosion in demand? With two plants online and producing profitably, the company is going to be opening a third plant this spring, to meet better demand and fuel profits further.
This company has exceptional management. We are considerably impressed with management and the company's culture: ambitious, tough, and professional. We‘ve been in regular contact with the company for quite some time, and their candor about the market and their growth strategy is refreshing.
The CEO is intent on perfection and credibility. He hires industry giants as advisors and encourages his management team to obtain MBAs and become delegates of the People's Congress. He wants to grow the firm aggressively. He has spent 30 years in China's cement business and has positioned his company to capitalize on rural growth without having to compete with the giants in Shanghai.
I am very excited... this could be
one of the great profit plays coming out of China this year.
Now I want to tell you exactly what this company is… only it wouldn’t be fair to our subscribers, who have paid for the right to receive our stock recommendations and not have their information publicized around the globe.
They pay for exclusive information, and I intend to keep it that way.
But there is a very simple way for you to find out all about this company… and get the inside track on all the other recommendations we give to our subscribers.
Welcome to a world
Without Borders.
Without Borders is truly unlike any other investor service you may have experienced in the past.
One of the things that make it so unique is the editorial staff.
My partner, Fitzroy McLean, and I both have backgrounds that could best be described as "unusual"… especially for investment analysts.
See, in the past, both of us served as foreign intelligence officers for the government of the United States.
Now, I’m sure you may have some very personal feelings about intelligence operatives of any government, especially the U.S.… and I don’t blame you.
Truth is, we had many of the same kind of questions and reservations about the work we were doing as others have had…
… which is why we quit.
We hung up our cloaks and daggers and turned instead to the world of finance and investments.
Now, instead of traveling the world and reporting back to the government, we report our findings directly to the readers of Without Borders.
Over the years, we’ve developed a lot of contacts across the globe.
And in Without Borders, you’ll have access to our international connections and overseas know-how… and you’ll get to travel the world with us, seeking out the smartest investments and some of the finest places to visit.
Think of us as your very own intelligence service.
About the Editors
Our intrepid globe-trotters have decided to work under pseudonyms – their nom de plumes are designed to protect themselves and their many and varied contacts around the globe from any possible harm or retribution. It also allows them to write openly and candidly about subjects others may be shy to discuss.
Fitzroy McLean is a West Point graduate and former U.S. Army Ranger and Special Forces officer who served throughout Europe, Africa, and the Middle East. After his army day, he was recruited into the CIA’s Clandestine Service – you know, spying, aliases, blowing stuff up. His red, white, and blue upbringing had convinced him that he was working for the "Good Guys," yet a nagging doubt of how "noble" his work really was led to his departure. Fitz went on to earn a graduate degree from Oxford, then headed off for the emerging markets of Africa, Eastern Europe, South America, and the Middle East, first as an entrepreneur and later as a fund manager. Today, Fitz is proud of his political incorrectness and is a self-described Libertarian with anarchist and hedonist tendencies. He’s not an angry expat, "America Basher," or any kind of basher at all. He still loves America, if not its government, and firmly believes in the ideas advanced by the U.S. founding fathers. When not investing, he’s traveling in search of a small, isolated place where he can found Fitzmcleanastan. Without Borders readers will be first to know when passports are available.
Simon Black has never been a conformist. Homeschooled in his early years, by the time he reached public high schoo,l he spoke three languages. Surprising everyone, he successfully sought appointment to West Point where he excelled in academics yet struggled with the regimentation of military life. He passed his time at the academy by becoming a master in the art of online trading… and then used his skills to set up and manage an intramural mutual fund. Graduating near the top of his class, he opted for the counter-culture lifestyle of an intelligence operative, and for the next several years lived two lives–one of an entrepreneur and investor, the other as an intelligence officer in the Middle East and elsewhere. Idealistic and patriotic, he dutifully subscribed to the hegemonic "might is right" theory, and believed a global U.S. troop presence was necessary... until the Iraq invasion. Black remembers vividly how Colin Powell, armed with intelligence he knew to be false, made the case for Saddam’s nonexistent nuclear arsenal. Black’s idealism tumbled, replaced with a growing disdain for the government establishment. After leaving the service of Uncle Sam, his borderless quest found fortune in land development and service contracts in Equatorial Guinea, real estate ventures across Latin America, and in managing a securities portfolio. Despite his success, Black’s ethos is not about the money; it’s about freedom. Armed with multiple passports, keen investment acumen, and a chronic case of wanderlust, Black is forever in search of the next opportunity or Fitzmcleanastan, whichever he finds first.
Let me show you a little bit about what you’ll be getting in every issue.
Actionable Intelligence. This is why we produce Without Borders – and why people read us. Actionable Intelligence is the term used to describe information distilled down and filtered to get to the real data you can use to profit.
It’s about information most don’t see or don’t understand. It’s about the truth of a situation and not the noise. It’s where we bring you the real-deal intel that will help you make money here and abroad.
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We’ll give you our insights on the feel of the place, the opportunities for profit or lack thereof, and an in-depth analysis on where we think the place is heading down the road.
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You’ll also receive brief alerts on any major changes in recommendations, so you’ll never be left waiting for the next monthly edition. When a shoe drops, you’ll hear it when it hits the floor.
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Heiress of the Month. This particular (some say peculiar) feature of Without Borders is admittedly a little on the controversial side. The political correctness police may blanch at the idea behind this monthly column, but we think marrying into the global jet-set life of privilege is a perfectly rational way of internationalizing your assets and your life. So every month we’ll bring you a profile on the hottest – and richest – young billionaires in the world today.
Subscribe now to
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But you don’t have to pay full price.
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It’s called Five Crown Jewels of Global Living & Investing.
In it, you’ll find:
A modern-day Casablanca where East meets West…full of romance, culture, art, and intrigue — as beautiful as Paris and at a fraction of the cost. A 1.5-liter bottle of water will cost you only $0.39. And if you decide to stay, you can find a two-bedroom apartment in its fanciest neighborhoods for less than $90,000.
With a currency that has appreciated 17% against the dollar, vast mineral wealth, low-import duties, no export duties, and a capital market about to explode, this could be the ripest new market for investors. And you can find a three-bedroom/two-bath apartment in the capital for only $125,000.
A booming low-tax oasis where crime is almost non-existent — and at the end of the day, you pay no income, sales or property taxes. If that isn’t enough, you can also take advantage of their special expat packages with benefits like free housing and chauffeured transportation.
Though not in Austria, this beautiful mountain community is only an hour away from the rich culture, architecture, and history of Vienna — and 20 minutes from an airport with direct flights to London. You can even find luxury golf and ski-chalet developments for $107,000. Did I mention that individual and corporate tax rates are only a flat 19% and that you pay nothing on dividends?
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-Malcolm M.
And my personal favorite...
More European than Europe (no, it’s not Argentina), clean, modern, and the safest of all of its neighboring countries, with an economy growing at 7% annually, low unemployment, and a strong currency. Living costs are 30% to 60% less than North America. Medical care is fantastic: Doctors speak English, make house calls, and will even give you their cell phone number! And you can start a business with ease and not have to pay a cent in taxes on international income. During the winter, its French Riviera-esque beach community becomes the most happening place on the planet and home to a dazzling variety of international visitors. How much do we love this place? Enough that Fitz has already settled down here with his wife and children!
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PLUS – we’ll send you our original report on the Chinese cement company I told you about earlier… this one investment alone could pay for your subscription many times over.
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The years ahead are sure to be a challenge for many investors… especially without the right information and guidance.
But today’s financial crises are planting the seeds for tomorrow’s opportunity. And the bigger the crisis, the bigger the opportunity for profit.
So you have an obvious choice.
Try and navigate the coming troubles yourself, and hope you don’t get washed overboard…
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Fitz and I are looking forward to acting as your own personal "intelligence service," and revealing to you all the money-making opportunities the world has to offer.
Sincerely,
Simon Black
PS: Don’t forget, I’m going to send you our original report about the China cement company I told you about at the beginning of this letter. And I’m also going to give you our special report Five Crown Jewels of Global Living & Investing – free – just for taking a two-month test drive of Without Borders for only $9.95 a month, for the first two months.
© 2009 Casey Research
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http://www.caseyresearch.com/crpmkt/chinatrl.php?ppref=CSR052ES0209B
Bailout Can
Save Your Retirement
The world’s third largest economy is about to unleash a war chest of over half a trillion dollars...
And I’m going to show you how with one move… right now… you could be siphoning thousands of dollars in profits directly out of Red China’s coffers and into your own bank account…
Dear Fellow Investor,
I couldn’t believe what I was reading… but there it was, in black and white right in front of my face.
I have to admit – the news surprised me…
China’s central government has cash reserves of $1.91 trillion. And the China Investment Corporation, China’s sovereign wealth fund, controls an additional $300 billion.
And up to now, they’ve been pretty unwilling to part with it for anything.
But the realities of a world-wide economic slowdown… factory closings… rising unemployment… and billions of dollars of merchandise sitting on docks in Shanghai and Hong Kong… are forcing the Great Red Dragon of the world economy to finally open its vaults.
And some of that money could be heading directly
into your personal account this year… if you know
how to make it work for you.
Major corporations have been feeding at the China trough for years now… using the government’s coffers to fatten their bottom lines:
General Electric (NYSE.GE) has partnered with state-owned companies in China since 2001 – and just last year sucked $5.4 billion in cash out of China. And they’re hoping to expand that cash pile to over $10 billion by 2010.
Siemens (NYSE.SI) posted $8.37 billion in sales last year – and expects to reap an even bigger windfall from China’s cash injection, according to the Wall St. Journal: "Heavy government spending on infrastructure to boost economic growth has the potential to benefit Siemens…”
McDonald’s (NYSE.MCD) Not exactly high-tech… but the Chinese love the Golden Arches – to the tune of almost $200 billion last year – and Ronald and friends expect sales to grow an estimated 16% in 2009.
Now, you can grab your share of China’s wealth – without partnering with the People’s Government… without having to travel there… and without actually having to invest any money in the Chinese stock market at all.
Let me explain.
As I read in the Times, China is spending the bulk of this stimulus on real, "brick and mortar" infrastructure projects, like bridges and roads…
… with the heftiest portion of this money targeted at earthquake reconstruction, to repair the damage from the massive quake last May.
In order to build all these new bridges, housing complexes, and railway tunnels – they’re going to need cement… a lot of it.
Demand for cement in China will grow by 61% by mid-2009 - compared with an earlier prediction of 12%... [according to] Deutsche Bank.
– Forbes; July 21, 2008
In fact, based on government data released at the time, a full 45% of this half a trillion dollars of capital is going directly into the cement industry…
And I know of one small company in particular that’s in prime position to make the most of this government windfall.
This little-known company has been flying completely under the radar of the financial media… and it could hand you double- and even triple-digit profits in the months to come…
… thanks to billions of dollars in government-guaranteed contracts.
It’s like having the Chinese government
guaranteeing your success
But you must move now – Beijing has already started to dole out the cash… with an estimated $141 billion dollars hitting the streets to get things rolling.
For my money, this is possibly the best play in China right now.
My name is Simon Black.
I’m what you might call an “international wanderer.”
Together with my partner, Fitzroy McLean, I’ve traveled the globe in search of the best investment opportunities. Companies often overlooked by a lot of the so-called gurus… but that are in prime position to easily produce doubles… triples…and even some quadruple returns.
In the past few months – despite the economic downturn – we’ve uncovered some significant winners.
For instance, this past summer, I knew that certain international shipping companies – those known as "dry goods shippers" – were going to be suffering from the slow-down. These dry goods shippers are the ones who bring in all the knick-knacks, doo-dads and gee-gaws made in China.
It was simple supply and demand. As demand for the China-made goods began slowing around the world, the need to ship these goods would drop off as well. These companies were going to be hurting… big time.
By shorting two companies in particular – Star Bulk Carriers and Seaspan – at the beginning of the downturn, we made a tidy 460% return on our cash. Every $10,000 dollars invested became $56,000...
But on the other side of the world, oil tanker companies had a great year. With the price of oil going up, and with heavy premiums for transporting through certain “dangerous” stretches of water, many of these companies made money hand over fist… and our favorite tanker company let us crank out an impressive 43% in about a month. And with a sizable dividend coming up in a matter of weeks, we don’t planning on selling our shares anytime soon. We may even be adding to our position.
Not too bad for being in the middle of a global economic crisis.
We’ve been able to find profitable deals in even the worst of situations… money-making opportunities
unimagined by many investors… because we understand one thing: know where the money is flowing and you’ll find the profits.
So when I read about this massive infusion of cash into Chinese infrastructure and earthquake re-construction…
I realized that I was sitting on one of the best stock plays of the New Year.
Here’s what I’m talking about.
There’s a small provincial cement manufacturer located in Shaanxi province, in central China.
For three years in a row – 2006, 2007, and 2008 – Forbes China has listed this company in its "100 Top Chinese Companies with Growing Potential."
Thanks to the downturn, this company is incredibly undervalued. Its share price has just bounced off its 52-week low…
… and is trading with a miniscule PE ratio right around 2.3… serious bargain basement pricing for a stock that’s about to be flooded with cash in the next two years.
And once the government money begins flowing, any investor sitting on shares of this cement manufacturer is going to make a lot of money.
You could easily be looking at a real return of
almost 300% over the coming months.
“I think that China is going to be a greater and greater force in the world’s economy in every way.”
- Warren Buffett
Now, I’ve been following them closely for over a year now…. and I’m in close contact with the management team, including the CEO. So I’ve gotten to know the company and its corporate culture very well.
Here are my top reasons why I like this stock, and why I think it’s going to soar.
This company is consistently profitable. They’ve posted a year-over-year profit for the first half of 2008 – growing the bottom line 57% over 2007. And that was after suffering through brutal winter snowstorms that slowed production and the devastating May earthquake. Plus, with the new influx of government cash, they’re likely to post even better profits for the coming year. At current share prices, this company is an incredible bargain... and if it hits its previous 52-week high in the coming months – as I think it easily could – you’d be making 277.77% on your money.
What does this really mean to China?
Sure the slowdown has hit the Chinese economy, just like every other country in the world. But it’s all a matter of perspective.
Last year, China’s economic engine was cruising along at a breakneck pace of 11.7% annual growth…
But for this year, experts are expecting China’s growth to slow –down to a mere 9.9%.
A decrease, yes…but compared to the U.S., it’s still quite impressive.
But according to NYU professor Nouriel Roubini, China must grow their economy at 9%-10% per year - just to be able to absorb the 24 million people entering its workforce every year… for China, he suggests, GDP growth of only 5%-6% would throw them into a recession.
On the other side of the globe, The U.S. economy is already in recession… growing at a measly 1.5% - about 15% of China’s expected growth.
And it’s probably going to be getting worse – with the U.S. economy contracting by 1.7% - a negative growth rate of .2% in the coming year.
This company is easy to trade. Sure there are other cement companies in China. But to trade their stock, you have to venture into the Chinese stock markets. The Chinese markets are notoriously volatile... and Chinese investors seem to rely as much on the ancient belief in lucky numbers as on fundamental or technical analysis.
Domiciled in Jersey, England, this cement company trades on the Alternative Investment Market (AIM) in London. So their shares are more stable, and you can trade them easily with an online brokerage account… without ever having to deal with the Chinese stock market.
The company is perfectly located to reap the rewards. In China, cement companies are mostly regional. There is little profit in shipping outside of your geographic region, because of transportation costs.
The company has two major production plants located in Shaanxi province, which is directly next to Sichuan province – which was the epicenter of the earthquake that devastated the region.
With the government pumping billions into rebuilding the area, this little cement company will be in high demand to supply the much-needed cement for the rebuilding… and should see some massive contracts from the reconstruction windfall.
Modernization of the provinces will help this company profit as well. China’s 11th Five Year Plan calls for the forced modernization of the infrastructure of the provinces – meaning bridges, roads, dams, railroad tunnels, highways, etc. Shaanxi province – where they’re located – is one of the areas targeted by this plan. Which means high demand for the firm’s product.
China’s new environmental policies will actually help this company. China has become acutely aware of its massive pollution problem. The production of cement is a dirty business… so the government is insisting cement companies switch over to the New Dry Production Process. It’s cleaner and releases less carbon and other compounds into the air. Any cement company that has gotten in ahead of the curve on this innovation is going to receive favorable attention when the party hands out the funds – and this company was one of the first in the area to make this important change.
China’s Cement Industry
is Growing
Since the 1970s, China has been actively promoting the development of its cement industry.
In 2007, cement output in China reached 1.35 billion tons, and during the first ten months of 2008, cement output has reached 1.135 billion tons.
China's cement output and consumption has been the number one in the world since 1985… and will account for 54% of global cement consumption for the whole year of 2008.
Though China's cement production has slowed down a bit, it’s still at 2.8 percent year on year in the first 11 months of 2008. But production slowdowns have been offset by higher prices for cement, allowing for fatter bottom lines and more profits.
They’re expanding to meet demand. With the new business generated by all this government spending, the only problem facing this company is capacity. Can they keep up with the expected explosion in demand? With two plants online and producing profitably, the company is going to be opening a third plant this spring, to meet better demand and fuel profits further.
This company has exceptional management. We are considerably impressed with management and the company's culture: ambitious, tough, and professional. We‘ve been in regular contact with the company for quite some time, and their candor about the market and their growth strategy is refreshing.
The CEO is intent on perfection and credibility. He hires industry giants as advisors and encourages his management team to obtain MBAs and become delegates of the People's Congress. He wants to grow the firm aggressively. He has spent 30 years in China's cement business and has positioned his company to capitalize on rural growth without having to compete with the giants in Shanghai.
I am very excited... this could be
one of the great profit plays coming out of China this year.
Now I want to tell you exactly what this company is… only it wouldn’t be fair to our subscribers, who have paid for the right to receive our stock recommendations and not have their information publicized around the globe.
They pay for exclusive information, and I intend to keep it that way.
But there is a very simple way for you to find out all about this company… and get the inside track on all the other recommendations we give to our subscribers.
Welcome to a world
Without Borders.
Without Borders is truly unlike any other investor service you may have experienced in the past.
One of the things that make it so unique is the editorial staff.
My partner, Fitzroy McLean, and I both have backgrounds that could best be described as "unusual"… especially for investment analysts.
See, in the past, both of us served as foreign intelligence officers for the government of the United States.
Now, I’m sure you may have some very personal feelings about intelligence operatives of any government, especially the U.S.… and I don’t blame you.
Truth is, we had many of the same kind of questions and reservations about the work we were doing as others have had…
… which is why we quit.
We hung up our cloaks and daggers and turned instead to the world of finance and investments.
Now, instead of traveling the world and reporting back to the government, we report our findings directly to the readers of Without Borders.
Over the years, we’ve developed a lot of contacts across the globe.
And in Without Borders, you’ll have access to our international connections and overseas know-how… and you’ll get to travel the world with us, seeking out the smartest investments and some of the finest places to visit.
Think of us as your very own intelligence service.
About the Editors
Our intrepid globe-trotters have decided to work under pseudonyms – their nom de plumes are designed to protect themselves and their many and varied contacts around the globe from any possible harm or retribution. It also allows them to write openly and candidly about subjects others may be shy to discuss.
Fitzroy McLean is a West Point graduate and former U.S. Army Ranger and Special Forces officer who served throughout Europe, Africa, and the Middle East. After his army day, he was recruited into the CIA’s Clandestine Service – you know, spying, aliases, blowing stuff up. His red, white, and blue upbringing had convinced him that he was working for the "Good Guys," yet a nagging doubt of how "noble" his work really was led to his departure. Fitz went on to earn a graduate degree from Oxford, then headed off for the emerging markets of Africa, Eastern Europe, South America, and the Middle East, first as an entrepreneur and later as a fund manager. Today, Fitz is proud of his political incorrectness and is a self-described Libertarian with anarchist and hedonist tendencies. He’s not an angry expat, "America Basher," or any kind of basher at all. He still loves America, if not its government, and firmly believes in the ideas advanced by the U.S. founding fathers. When not investing, he’s traveling in search of a small, isolated place where he can found Fitzmcleanastan. Without Borders readers will be first to know when passports are available.
Simon Black has never been a conformist. Homeschooled in his early years, by the time he reached public high schoo,l he spoke three languages. Surprising everyone, he successfully sought appointment to West Point where he excelled in academics yet struggled with the regimentation of military life. He passed his time at the academy by becoming a master in the art of online trading… and then used his skills to set up and manage an intramural mutual fund. Graduating near the top of his class, he opted for the counter-culture lifestyle of an intelligence operative, and for the next several years lived two lives–one of an entrepreneur and investor, the other as an intelligence officer in the Middle East and elsewhere. Idealistic and patriotic, he dutifully subscribed to the hegemonic "might is right" theory, and believed a global U.S. troop presence was necessary... until the Iraq invasion. Black remembers vividly how Colin Powell, armed with intelligence he knew to be false, made the case for Saddam’s nonexistent nuclear arsenal. Black’s idealism tumbled, replaced with a growing disdain for the government establishment. After leaving the service of Uncle Sam, his borderless quest found fortune in land development and service contracts in Equatorial Guinea, real estate ventures across Latin America, and in managing a securities portfolio. Despite his success, Black’s ethos is not about the money; it’s about freedom. Armed with multiple passports, keen investment acumen, and a chronic case of wanderlust, Black is forever in search of the next opportunity or Fitzmcleanastan, whichever he finds first.
Let me show you a little bit about what you’ll be getting in every issue.
Actionable Intelligence. This is why we produce Without Borders – and why people read us. Actionable Intelligence is the term used to describe information distilled down and filtered to get to the real data you can use to profit.
It’s about information most don’t see or don’t understand. It’s about the truth of a situation and not the noise. It’s where we bring you the real-deal intel that will help you make money here and abroad.
Dispatches. Each month, Fitz and I will report back to you from somewhere “over there.” It may be Montevideo or Myanmar. It could be Dubrovnik or downtown Bangkok. But it will usually be off the beaten path.
We’ll give you our insights on the feel of the place, the opportunities for profit or lack thereof, and an in-depth analysis on where we think the place is heading down the road.
Updates and Letters. In this section, we publish our answers to your letters and update our past recommendations. And we’re always candid about our picks. We’re not politicians – we don’t try to cover up our mistakes. If we decide a stock has become overvalued or isn’t heading where we expected, we’ll tell you.
If we recommend a stock, or a country for its real estate or business opportunities, we’ll monitor the geopolitical and regulatory landscape and speak up if we see things changing for the worse (or the better).
You’ll also receive brief alerts on any major changes in recommendations, so you’ll never be left waiting for the next monthly edition. When a shoe drops, you’ll hear it when it hits the floor.
The Pulse. Categorize this as food for thought if you live, invest, or even think globally. It may be a fashion trend, a consumer trend, economic trend, or government boondoggle. It’s a look at the trends and twists affecting the global landscape. Whether it’s the trend towards expatriation in the U.S. and the UK… or teenage girls in Asia used for pre-testing the hottest electronic devices… you’ll read about it here.
Over the Horizon. This is our best analysis of major geopolitical developments in the U.S. and beyond. You’ll experience the full force of our confidential network to give you a comprehensive and in-depth look over the horizon at things to come. Understanding geopolitics is critical to your investment success. The failed Dubai Ports or Unocal deals have affected foreign direct investment in the U.S… imagine what aircraft carriers steaming towards Iran could mean to your portfolio.
Heiress of the Month. This particular (some say peculiar) feature of Without Borders is admittedly a little on the controversial side. The political correctness police may blanch at the idea behind this monthly column, but we think marrying into the global jet-set life of privilege is a perfectly rational way of internationalizing your assets and your life. So every month we’ll bring you a profile on the hottest – and richest – young billionaires in the world today.
Subscribe now to
Without Borders … and enjoy
Special Pricing
The full retail price of Without Borders is $249 for one year’s service.
And when you consider all the insights, recommendations, and direction you’ll get from each issue of the newsletter, $249 is a bargain.
But you don’t have to pay full price.
Come on board now, and enjoy everything Without Borders has to offer you and your portfolio…for only $9.95 a month – for the first two months.
And if I hear from you right away… I’ve prepared a special report to help get you up to speed on everything Without Borders.
It’s called Five Crown Jewels of Global Living & Investing.
In it, you’ll find:
A modern-day Casablanca where East meets West…full of romance, culture, art, and intrigue — as beautiful as Paris and at a fraction of the cost. A 1.5-liter bottle of water will cost you only $0.39. And if you decide to stay, you can find a two-bedroom apartment in its fanciest neighborhoods for less than $90,000.
With a currency that has appreciated 17% against the dollar, vast mineral wealth, low-import duties, no export duties, and a capital market about to explode, this could be the ripest new market for investors. And you can find a three-bedroom/two-bath apartment in the capital for only $125,000.
A booming low-tax oasis where crime is almost non-existent — and at the end of the day, you pay no income, sales or property taxes. If that isn’t enough, you can also take advantage of their special expat packages with benefits like free housing and chauffeured transportation.
Though not in Austria, this beautiful mountain community is only an hour away from the rich culture, architecture, and history of Vienna — and 20 minutes from an airport with direct flights to London. You can even find luxury golf and ski-chalet developments for $107,000. Did I mention that individual and corporate tax rates are only a flat 19% and that you pay nothing on dividends?
“Thanks for your first issue of Without Borders… money well spent, rich with food for thought.”
-Don R.
“Loved the first issue, especially since it was largely about Panama!”
-Mike S.
“We enjoyed your first newsletter and will buy prudent investments to try to convert our vicarious enjoyment of your adventures to memory-forming ones.”
-Chris B.
“Without Borders is no doubt one of the most entertaining, intriguing, and unique newsletters I’ve ever seen. And the ’Heiress of the Month‘ segment is a total riot, I love it!”
-Shannara J.
“Simon and Fitzroy, firstly, thanks for the excellent newsletter. I could honestly say it is the best international newsletter I have read or subscribed to. I like the fact that you go to the countries and talk to people. Having traveled extensively, I am aware that the tourist areas and media-touted sites are not reflective of reality.”
-Malcolm M.
And my personal favorite...
More European than Europe (no, it’s not Argentina), clean, modern, and the safest of all of its neighboring countries, with an economy growing at 7% annually, low unemployment, and a strong currency. Living costs are 30% to 60% less than North America. Medical care is fantastic: Doctors speak English, make house calls, and will even give you their cell phone number! And you can start a business with ease and not have to pay a cent in taxes on international income. During the winter, its French Riviera-esque beach community becomes the most happening place on the planet and home to a dazzling variety of international visitors. How much do we love this place? Enough that Fitz has already settled down here with his wife and children!
Here’s all you’ll get for $9.95 a month:
2 complete months of Without Borders and access to every past issue
Immediate access to the Casey website… including our valuable library of investor resources
Free investor reports, courses, and white papers as they’re published
Your special report: Five Crown Jewels of Global Living & Investing
PLUS – we’ll send you our original report on the Chinese cement company I told you about earlier… this one investment alone could pay for your subscription many times over.
PLUS…when your special 2-month test drive is complete, you don’t have to do a thing – your subscription renews automatically every quarter – so every 3 months your credit card is charged only $49… that’s a 21% savings off the regular subscription rate of $249 a year.
And with Casey’s Auto-Renew Service, your savings are locked in – you’re always guaranteed the lowest subscription rate available.
Sign up now for this extraordinary publication… for only $9.95 a month – for the first 2 months.
Become part of the Casey family of investors now… your satisfaction is 100% guaranteed.
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If for any reason you don’t want to continue this newsletter, simply let us know, and we will cancel your subscription immediately.
Even after the 2-month trial period… if you decide that Without Borders is not right for you as an investor, you’ll still get a pro-rated refund based on the balance of your subscription.
Start your subscription to
Without Borders now.
Join the thousands of other investors who have trusted and profited from the insights and recommendations from Casey Research over the last 28 years…
… by becoming a subscriber to Without Borders …now for $9.95 a month, for two full months.
If you prefer, you can call us at 1-888-512-2739 (1-888-51-CASEY) or 1-602-445-2736 for international callers… and talk to Elaine, our customer care specialist. She’ll be happy to take all the information necessary to get you started right away.
The years ahead are sure to be a challenge for many investors… especially without the right information and guidance.
But today’s financial crises are planting the seeds for tomorrow’s opportunity. And the bigger the crisis, the bigger the opportunity for profit.
So you have an obvious choice.
Try and navigate the coming troubles yourself, and hope you don’t get washed overboard…
Or join me and Fitz here at Without Borders – where you’ll get expert guidance and unparalleled know-how in spotting and profiting from the great global opportunities out there.
Get twelve full months of Without Borders for just $179.
That’s about 49 cents a day – for "personal access" to our network of contacts and our personal financial insights and recommendations.
49 cents a day for the insights and recommendations that can produce life-changing profits for you and your family.
For less than a cup of coffee at the local diner… less than your local newspaper… or a roll of LifeSavers… you could be discovering the global trends in the making… and the investments to profit from those trends.
This newsletter could become your most valuable tool for profiting in today’s… and tomorrow’s… market.
Fitz and I are looking forward to acting as your own personal "intelligence service," and revealing to you all the money-making opportunities the world has to offer.
Sincerely,
Simon Black
PS: Don’t forget, I’m going to send you our original report about the China cement company I told you about at the beginning of this letter. And I’m also going to give you our special report Five Crown Jewels of Global Living & Investing – free – just for taking a two-month test drive of Without Borders for only $9.95 a month, for the first two months.
© 2009 Casey Research
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