Value Investments can be hard to find. The companies that I will profile are all from big emerging economies such as China, Brazil, Indonesia, and Malaysia (to name a few). They are all real companies with consistent and growing revenue streams that have had valid audits. Let's find them together!
Showing posts with label ACRB. Show all posts
Showing posts with label ACRB. Show all posts

Friday, August 12, 2011

Review after the last Couple Heated Weeks

The last few weeks have made this market make anyone want to pull their hair out.  The swings are bigger than the PGA.  As I have been on a hiatus from writing, I figured this would be an excellent time to weigh back in on the stocks I have been following.

Let's start with Asia Carbon Industries, ACRB.  While their price has dropped ever so slightly, this is still such an unheard of diamond in the rough!  They should be reporting Q2 earnings in the next couple of days and I am guessing that they will be incredible!  From what I understand, their revenues are only rising!  As the American Markets are choppy (understatement) perhaps Goldman Sachs was right and the second half of the year will be invest in China.  With an expedited rise in the yuan and the dollar quickly losing, Chinese stocks should no longer be avoided.  Keep an eye out for the earnings report from ACRB and see what happen!

Be in touch!

Friday, June 24, 2011

Helpful Hedge

In light of Fed Chairman Ben Bernanke's comments earlier this week, I have been thinking a bit about what it means for the U.S. and its markets.  Wednesday's report given by "Big Ben" was nothing short of ominous and lethargic in my opinion.

As now the outlook has slowed to a growth rate of 2.5% per year and we are still seemingly light years away from unemployment being back down around 5%, investors need to start thinking about how to hedge their investments so as not to get bogged down and can still gain in a stagnant market.  Emerging Markets offer a greater growth potential as these countries are still growing at an expected 10% a year. 

The Fed resisted dumping another $600 billion into the market mimicking what they did last August. it shows that the U.S. has entered a time when the market needs to get back to standing as opposed to being propped up.  While, this is the best thing we could hope for, (as no one wants a market propped up by anything other than the free hand) it is going to be painful and slow going for the next few years as the market regains its walking strength before it can run.

Investing in emerging markets will produce a hedge against the short term U.S. economic state.  Look to China, Brazil, and India to lead this charge into the next few years. Many analysts have been coming out with rave reviews of Emerging Markets and the growth that they offer.   It would be wise to follow suit as we go into the Q2 earnings reports.  Keep an eye on VALE S.A., Asia Carbon Industries, and BioStar Pharmaceuticals. All three should have better than expected Q2 earnings and thus help drive the stock price up. 

Buy these stocks now and see what happens when they report!

Wednesday, June 22, 2011

Another Rave Review about Chinese Investment Possibilities

One of the blogs I follow posted this up yesterday.  Its a first hand look at what I have been talking about.  Investing in China is a smart move.  It's an even smarter play if you get into the undervalued companies that are out there such as Asia Carbon Industries (ACRB), BioStar Pharmaceuticals (BSPM), and A-Power Energy Generation Systems (APWR). 

These companies lay in the realm that Hanson of the Motley Fool (www.fool.com) is talking about in his article.  These are real, innovative companies that have solid profits.  Money finds value, its only a matter of time before these stocks prices will reflect each companies actual value.  I suggest getting in now!

Remember, it's buy low, sell high!

Thursday, June 16, 2011

Thursday Moves

Rio Tinto is making some moves as they announced that they will buy a in Riversdale Mining from Indian based Tata Steel.  I talked a little about Rio Tinto in a couple weeks ago and think that they are going to rise a bit back towards their 52 wk high of $76 over the next few months. 

On he flip side of this deal, I see Tata Steel (traded in Mumbai) to lose some ground.  While they may have a bit of a windfall for the buyout, they lose a stake in a solid mining operation in Australia.  As for Riversdale mining, Its expected to get delisted. 


On a slightly different topic, buy Asia Carbon Industries.  Remaining extremely undervalued, this will not stay this way for long.  As we quickly approach the end of Q2, ACRB is going to explode when people again see dazzling numbers that HAVE BEEN audited.  I have been consistently buying shares as this company is primed to jump!

More soon!

Monday, June 6, 2011

Clean Coal

The week is starting off slow in the market as the DOW and NASDAQ were both down. One of the big movers today was a Colorado based, clean coal company ADA-ES Inc.  Here is a US. based company that appears to be undervalued at present.  (With the inclusion of the 50%+ gain today). ADA is a leader in clean coal energy.

Another undervalued stock in a similar arena is Asia Carbon Industries, who I have talked about before. It gained slightly toady, a modest 2% and should continue to rise.  I would strongly suggest getting into this stock now as it looks to move up soon! 

The idea is buy these two stocks now!

Tuesday, May 17, 2011

Asia Carbon Industries: A deeper look

I have been comparing Asia Carbon Industries latest earnings report to their 2010 financial statements and only see great improvement and a continuing trend in growth an revenue.  It seems that they are one of only a few Carbon Black producers in China and one of the few public company's in the world that produce this compound.  Their revenue was up 154% in Q1 2011 vs Q1 2010 and that was with 10 days of Chinese New Year's.  This little known gem is quickly gaining market share in China's growing auto industry as Carbon Black is used in reinforcing tires.  They posted a $0.04 EPS for Q1 '11 whereas they on posted a $0.07 EPS for all of 2010.  4 cents of that came in Q4 after they switched from a dry to wet process. 

One of the many things I looked into was how well this company presented their accounting or what they did to help  keep clean books.  According to a statement from CEO, Yao Guoyun, ACRB went public through a Form S-1 rather than a reverse merger.  More from that article here

Pretty much, Asia Carbon Industries checks out as a safe, growing investment opportunity.  It is insnely undervalued and will allow for 2x, 3x  growth in the next 12 mos.  They are continuing to develop and will show continued profitability as time goes on! I would suggest getting in now while it is so low!