I like YUM I like PD I like EWW I dont like SIRI I think its overvalued compared to xmsr, I would not own either, but they will prolly keep goin up. I did not like google at 85 so my opinion is not great. I am more into overall market than individual stocks. PD and YUM ar both China plays and I think china Kicks ass !! FXI is a china ETF.. EWW is good foreign is good. I am in EEM and have played EWZ a lot brazil fund it has been insaine runup due to lots of commodities like PD has. I have made big money in PD a few years back. ICF like IYR are both real estate plays. They are smoking but for how long I dont know I own some IYR ... if rates keep going up these will start to fade in my opinion so watch rates...
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Originally Posted by RedShoe
Mr. Lars,
Could you please look over these and tell me what you think? I value your opinion, and I have a thick skin, so please be as brutally honest as you want.
I'm currently holding:
ICF
PD
SIRI
YUM
EWW
YUM is the company that owns fast food chains in China. They own KFC and taco bell, pizza hut... and from what I hear KFC is the #1 fast food chain in china. Obesity is on the rise in China. History will repeat itself. Those Chinese will turn to fast food more and more and YUM will do well. If the Chinese haven't learned from our fast food mistakes by now, then they aren't going to learn until it's too late.
EWW is a fund from Mexico. and if there is one thing I know about Mexicans it's that when they work they work hard. At least mine do anyway. My 3 year old little girl is HEAVILY invested in this fund.
SIRI, I figured might as well get in now before Stern moves over and then be ready to dump shortly thereafter. Some guy was on here the other day saying DEFINITELY be out by June 2006.
PD, Phelps Dodge the nations largest processor of copper, and other various metals and chemicals. They are the QCOM of the 2000's
ICF realty stock. |