Money Maps

This Investment Portfolio is on Fire …

Dear Money Morning reader:

We get asked a lot about the track record of The Money Map Report, our monthly advisory service in which Keith Fitz-Gerald, Martin Hutchinson and the rest of the Money Morning team ferrets out investment opportunities based on some of the most powerful global trends at work today.

Let me just say this: This portfolio is on fire.

Of the 24 stocks and exchange-traded funds (ETFs) in the portfolio, 21 are winners. Indeed, only three of the holdings are under water – two of them by such nominal amounts as 1.77% and 1.24%.

But the gains are eye-popping.

I obviously can't name the stocks or ETFs in the Money Map portfolio, but the current list of winners includes gains of 122.2%, 91.5%, 61.9%, 53.1%, 46.2%, 37.6%, 35.1%, 32.1%, 31.6%, 28.8% and 28.6%.

The Money Map Report is able to notch such gains because team members identify the most-powerful and profitable trends long before Wall Street even understands what's happening.

In fact, here's an example from yesterday (Monday).

Have you been reading about steel prices? The steel market was hit hard by downturns in the auto and construction markets. But prices have been on a tear. Scrap steel has zoomed 25% since November. Just yesterday, The Wall Street Journal reported that China's growing appetite for steel alone should be enough to cause steel prices to soar.

Now Wall Street is calling for steel prices of all types to continue their advance well into the spring. In fact, yesterday reported that Wall Street equity strategists are now telling investors to buy the leading global steel stocks.

That's a nice call. But it's a little late.

Back in April – that's nine months ago – Money Map's Hutchinson told subscribers to buy shares of Korean steel giant Posco Inc. (NYSE ADR: PKX).  At the time, Hutchinson said three catalysts would send the shares higher:

  • A turnaround in Korea.
  • Rising steel demand from China.
  • And an overall increase in global steel prices.

Hutchinson was three for three. Since he made that call, shares of the world's No. 4 steelmaker have soared more than 91% – with Wall Street now telling readers to get into the game.

In other words, while Wall Street was waiting for a clear signal as to which way steel prices (and steel stocks) were heading, Money Map Report readers were almost doubling their money on Posco.

And that's just one example.

In the newest issue, for instance, The Money Map Report will look at such opportunities as:

  • A cash-rich company that's in a great position to buy back shares – and that may become a takeover target.
  • A firm that's perfectly positioned to capitalize on the uptick in natural-gas prices, and that may be snapped up as part of the anticipated consolidation in the energy sector.
  • And a firm that's poised to benefit from a rising tide of IT investments.

The Money Map team scours the globe in search of the best investment opportunities. The fact that it usually does so well ahead of Wall Street is the main reason for the returns we listed above.

In the aftermath of the worst financial crisis of our lifetime, it's understandable that most investors want to avoid Wall Street and paddle their own canoe.

That task becomes a lot easier, though, when you have the right kind of map to guide you.

That's what we work to provide.

Good investing …

William Patalon III
Executive Editor
Money Morning/The Money Map Report

[Editor's Note: For more insight on global-investing profits, hot portfolios, and the best investment opportunities around the world, check out The Money Map Report.]

News and Related Story Links:

Read More…

The One Russian Emerging Market With the Most Profit Promise

By Martin Hutchinson Director of Global Investing Research Readers may well have missed the news that Ukraine is currently putting together a new coalition government led by reformist Julia Tymoshenko. “So what?” you may ask. “I can’t know everything. And besides, how do you ever expect me to make a buck out of Ukrainian politics, […]

Read More…

Global Business Roundup: BoE Injects $20B, Steel Prices Surge, Arcelor on the Prowl, Mitsubishi Plugs Into Russia, H-P is Taken With Taiwan, Hyundai Eyes China, and More

In other top business and financial stories from around the world: The Bank of England said yesterday (Wednesday) that it would inject  $20 billion into the long-term money markets next week because of the ongoing worldwide credit crunch. The British central bank is addressing liquidity issues in the so-called “Interbank” market – where commercial banks […]

Read More…

Rio Tinto Antes up $350 Million for Ivanhoe's Mongolia Mining Deal

From Staff Reports Global mining giant Rio Tinto PLC. (RTP)  has agreed to provide a credit facility of up to $350 million to Ivanhoe Mines Ltd. (IVN), its partner in Mongolia's Oyu Tolgoi copper-gold project. The credit agreement is part of an interim-funding deal to keep mining project-development work moving, and will also lead to […]

Read More…

Hold your noses and profit

By Martin HutchinsonDirector of Global Investing Research Emerging-markets investing can be a strange business. Most of the time, the process is fairly simple, and profitable. All one must do is to: Identify the two or three best prospective countries. Examine the economic and political prospects of each one (as well as the prospects of the […]

Read More…

French Bank Finally Says the Emperor Has No Clothes, Global Stocks Tumble

By Keith Fitz-Gerald Contributing Editor As I stare at my trading screens today, I’m reminded of that Hans Christian Anderson fable in which the Emperor has no clothes. In case you don’t recall that story from your childhood, the “Emperor” walks around naked while all his subjects “admire” his invisible garments. Finally, a young boy […]

Read More…

Europeans Won't Euthanize Corporate Stupidity

By Martin HutchinsonChief Global Investing Strategist Many markets in continental Europe haven’t exactly been the best places to invest over the past 20 years. And unless there are some big changes in France, Germany and Italy – and relatively soon – the future profit opportunities may continue to be as bland as day-old white bread. […]

Read More…

Does Malaysia Pay Its Executives More than the United States? 

by Mike Caggeso If you ventured a guess at which countries paid their senior management the most, what would be some of your choices? The United Kingdom? Japan? Surely the United States would be high on the list, right? Wrong. A recent Hay Group Research report showed that management in Russia, Mexico, Ukraine, Thailand, Poland, […]

Read More…