Our Rubber Stock is Going to Bounce Back
Today, I want to update you on Société Internationale de Plantations d’Hévéas (France: SIPH). The shares, as I write this, are trading near €34, meaning we’re looking at a paper loss of 43%. SIPH is the owner of natural rubber plantations in West Africa, and the company’s share price has closely followed the price of [...]
Re-recommending Neptune Orient
There is some news out of Denmark I want to share with you, because it directly speaks to one of our holdings in Asia. A.P. Moller-Maersk, the world’s largest shipping company, told investors that it is shipping more containers around the world these days, the result of a stronger economy, and that, therefore, it is [...]
Our Next Tong Ren Tang?
Last year, we sold our position in Chinese pharmaceutical company Tong Ren Tang for a gain of nearly 174%. Today, we’re going back into the Chinese drug market through a different company with a different strategy. Action to take: Buy China Pioneer Pharma Holdings (Hong Kong: 1345) up to HK$6.10 (US$0.79). Pioneer is unique in [...]