Important Updates for Investors
Carla Pasternak's Premiere Issue of High-Yield International Just
Released
Income expert Carla Pasternak's debut issue of High-Yield
International covers a Taiwanese manufacturer yielding 9.5%... a
rare Mexican monopoly yielding 13.4%... and other top-performing
investments yielding up to 19.0%.
Government's Biofuel Timetable Could Spell +15,900% Growth
+15,900% growth might seem far-fetched... but it's not. In fact, it
is mandated by law. And I've identified the ONLY stock positioned to
capture this growth.
The
Silver Lining to a Falling Dollar
Despite the U.S. national debt, there is a silver lining for income
investors. This massive spending, combined with movement out of U.S.
Treasuries, is going to take its toll on the dollar, and
international income investors could reap the rewards in the form of
higher dividends. |
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New Germany Fund Delivers +40% Annual Gains |
Published: November 13,
2007
Over the past several years,
emerging markets in Asia and Latin America have captured one headline
after another -- piling up huge gains for investors along the way.
Meanwhile,
some developed markets in Europe have quietly put together an impressive
winning streak of their own, but without all of the hoopla -- or the
extreme volatility. For example, German stocks, as measured by the
benchmark DAX 30 Index, produced impressive gains of around +65% between
2004 and 2006.
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New
Germany Fund (GF)
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Assets:
$410 Million
Expense Ratio: 1.13%
Premium/(Discount): (10.2%)
Avg. Price/Cash Flow: 13
1-Yr. Mkt. Return: +37.7%
ETF Composite Score: 27 ("B") |
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Top
Five Holdings:
1.) K&S
2.) Fresenius
3.) Salzgitter
4.) GEA Group
5.) Wacker Chemie
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While
many American investors may simply think of Germany as the land of
Oktoberfest, the nation actually represents the largest economy in all
of Europe -- and is home to global leaders like Siemens, Bayer, BASF and
Volkswagen. Germany is also the world's biggest exporter, shipping over
$1.1 trillion worth of goods last year.
After struggling through an economic slump during the 1990's, former
German Chancellor Gerhard Schroder ushered in a wave of economic reforms
several years ago that eased individual tax rates and slashed corporate
rates from 40% to 25%. And more recently, German leaders have shown a
willingness to tackle other economic obstacles, such as modernizing the
country's labor laws.
Since then, the German economic growth engine has gotten back on track,
with GDP growth forecast to eclipse that of the U.S over the next few
years.
Those looking for some exposure to the region may want to consider the New
Germany Fund (NYSE: GF, $17.52). Managed by Deutsche Bank's DWS Scudder, GF
targets some of Germany's most attractive small and mid-sized companies.
Top holdings include healthcare equipment supplier Fresenius and former
state-owned steelmaker Salzgitter.
The fund struggled during the great bear market of 2000-2002, but came
roaring back in 2003, posting an impressive total return of +102% -- #1
among all European stock funds. And over the past five years, GF has
delivered eye-catching annual gains in excess of +40%, nearly doubling
the +22% return of the MSCI EAFE Index.
Yet, despite its track record, the fund is still trading at a sizeable
discount to its net
asset value (NAV) of over 10% -- the shares are trading at just
$18.09, but the fund's underlying portfolio assets are worth $20.14.
With that discount shrinking steadily over the past four years, and with
the dollar weakening ever further against foreign currencies, GF should
continue to reward shareholders in the years ahead.
Good investing!
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Nathan Slaughter
Editor
The ETF Authority, Half-Priced Stocks
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| To receive
in-depth guidance on today's leading exchange-traded funds (ETFs), plus
a proprietary ranking system designed to uncover today's most
profitable funds, please subscribe to
Nathan Slaughter's premium ETF investing newsletter -- The
ETF Authority |
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Investing Doesn't Get Any Easier Than This |
Stock picker Amy
Calistri's strategy is as simple as investing gets -- just one idea
a month designed to make money in today's market. Invest this way
and you don't have to worry about oil prices, automaker bailouts, or
what the Fed is up to -- because every "bad" economic development
actually helps some investment or another.Your investing life can
get a lot simpler -- starting today.
Go here to learn about Amy's simple investing strategy.
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