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Daily Archives: November 3, 2011

China Mobile and Brazil Foods: Two Emerging Leaders

November 3, 2011
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China Mobile and Brazil Foods: Two Emerging Leaders

While a few leaders are starting to surface in emerging markets, we’re nowhere near anything like a real bull market. The sensitivity to bad news exhibited by developed market stocks is even higher for their emerging counterparts. I have two stocks that I’ve been following, although the reasons for my interest are different for each. China Mobile (CHL) is the dominant wireless service provider in China, with well over a half billion subscribers. China Mobile became a powerhouse by rolling up the old leading provincial wireless networks and turning them into a national network. The company has hit some...

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Spotlight Stock: Activision Blizzard (ATVI)

November 3, 2011
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So, what should you buy today? To my friend–the one who wanted to buy Netflix–I suggested the Spotlight Stock from the latest Dick Davis Investment Digest: Activision Blizzard (ATVI). Activision Blizzard owns and publishes three huge video game titles–Starcraft, Call of Duty, and the enormously popular World of Warcraft–in addition to many smaller games. The titles have been popular among gamers for ages: Call of Duty is on its eighth version, and World of Warcraft is the world’s most popular online multi-player role-playing game. But the stock is just being discovered by investors … as attested to by the...

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