This was one of the greatest interviews I have ever done. First of all, he has a British accent. That makes anything more enjoyable to listen to. Honestly though, the man knows his stuff. He took me through all of the emerging markets around the world and gave me his favorite stocks from those countries and told me which countries he was not interested in. Some of the best stock picks came from this interview. If you invested in Goldcorp. (NYSE:GG) when he said to, you would be up over 32%. He recommended Gol Airlines (NYSE:GOL) and Gafisa(NYSE:GFA) because he loves the Brazilian Economy right now. By the way, those stocks are up 8.5% and 25.5% respectively. He is skeptical about Russia, sold his positions in India, thinks Mexico may be overvalued, and his favorite market right now is Thailand!
This interview may be a little long, but you must listen in if you are serious about investing overseas. Do your portfolio a favor, Listen In!
http://www.wallstreetreporter.com/page.php?page=featured&id=26478
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1 comment:
Excellent returns
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