Comments on: How to build a global portfolio: What countries do you want to own? http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/ Sun, 12 Feb 2012 18:19:20 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: ellwood http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/comment-page-1/#comment-15177 ellwood Thu, 03 Nov 2011 19:53:22 +0000 http://jubakpicks.com/?p=3034#comment-15177 jim is it possible to get an update on your take for cedc. thank you jim
is it possible to get an update on your take for
cedc.
thank you

]]> By: markor1 http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/comment-page-1/#comment-15110 markor1 Tue, 25 Oct 2011 12:36:28 +0000 http://jubakpicks.com/?p=3034#comment-15110 Hey Jim, Long time supporter, first time poster and newbie to this portion of your sight.. Given the recent turbulence in the global environment would you recommend an entry into this stock now at the current price? It is down over 77% since you mentioned it on your watch list? Also off topic do you still not like RIG(TRANSOCEAN)? Hey Jim,
Long time supporter, first time poster and newbie to this portion of your sight.. Given the recent turbulence in the global environment would you recommend an entry into this stock now at the current price? It is down over 77% since you mentioned it on your watch list? Also off topic do you still not like RIG(TRANSOCEAN)?

]]> By: Matt2005 http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/comment-page-1/#comment-14107 Matt2005 Wed, 06 Apr 2011 12:23:46 +0000 http://jubakpicks.com/?p=3034#comment-14107 Jim, What are your thoughts on CEDC at this price? Is the model broken, or did the company really just go through a really bad stretch with a bad economy? Jim,
What are your thoughts on CEDC at this price? Is the model broken, or did the company really just go through a really bad stretch with a bad economy?

]]> By: viwi http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/comment-page-1/#comment-3954 viwi Sat, 06 Feb 2010 21:46:00 +0000 http://jubakpicks.com/?p=3034#comment-3954 I agree with Jim. If someone is serious about long-term investment, he/she has to look for the countries which are set to grow. China? Yes, but I have very little trust in Chinese data management system, and I do consider Chinese stocks to be overbought. In addition, the long-term prospects, as Jm pointed out, are not as shiny as I want them to be. So, I am looking for some healthy alternatives. India is one particular example, it has more potential for growth than China. Brazil is another example, being rich in its natural resources. Indonesia - I love the potential, but their corruption scares me. Russia? Pretty much the same story. Vietnam? Love it, but find it is hard to find any information on companies over there. What is left? India and Brazil ... I have an extended list of stocks on my watch list (mostly, from reading Jim's site and couple others), and I am just ready buy, when the price is right. My only problem (as I see it), I can't hold the stock, if it goes up more than 50% in less than 3 months. If stock does not go up quickly, I can afford to wait. No matter what, India and Brazil will be developing fast than the developed countries, and their stock market will move up quicker. For those, who in doubt, look at 1, 5, 10 year performances of those markets, as compared to the US, which is considered to be one of the better ones in the developed world. I agree with Jim. If someone is serious about long-term investment, he/she has to look for the countries which are set to grow.

China? Yes, but I have very little trust in Chinese data management system, and I do consider Chinese stocks to be overbought. In addition, the long-term prospects, as Jm pointed out, are not as shiny as I want them to be.

So, I am looking for some healthy alternatives. India is one particular example, it has more potential for growth than China. Brazil is another example, being rich in its natural resources. Indonesia – I love the potential, but their corruption scares me. Russia? Pretty much the same story. Vietnam? Love it, but find it is hard to find any information on companies over there.

What is left? India and Brazil … I have an extended list of stocks on my watch list (mostly, from reading Jim’s site and couple others), and I am just ready buy, when the price is right. My only problem (as I see it), I can’t hold the stock, if it goes up more than 50% in less than 3 months. If stock does not go up quickly, I can afford to wait. No matter what, India and Brazil will be developing fast than the developed countries, and their stock market will move up quicker. For those, who in doubt, look at 1, 5, 10 year performances of those markets, as compared to the US, which is considered to be one of the better ones in the developed world.

]]> By: YX http://jubakpicks.com/2010/02/05/how-to-build-a-global-portfolio-what-countries-do-you-want-to-own/comment-page-1/#comment-3950 YX Sat, 06 Feb 2010 04:29:20 +0000 http://jubakpicks.com/?p=3034#comment-3950 Thanks for all your hard work, Jim! Thanks for all your hard work, Jim!

]]>