E Barron's Global Stock Roundup

*Astra-Zeneca (AZN) sold 100 mn doses of the Oxford University Covid-19—the only one in phase III trials already-- to Japan.

*Now a negative. Again Barron's didn't produce the data on closed-end fund net asset value and discounts which we use to keep an eye on our holdings. CEF data used to be created by Thomas B. Herzfeld, who runs Herzfeld Cuba Fund and now even CUBA data is not available in the weekly, supposedly provided by Lipper. As usual Canadian General Fund, is at the biggest discount, although it produced a nice 12%+ return in the past year. Also in the black are Korea Fund, (KF); Lazard Global Return (LGI); New Germany (GF), at a new high; New Ireland (IRL), if barely; Swiss Helvetia (SWZ); and Templeton Emerging Markets (EMF). Among fixed-income CEFs the winners are Eaton Vance Global Developing Equity Income (EXG); Aberdeen Asia Pacific Income (FAX); Aberdeen Global Income (FCO); and Templeton Emerging Debt (EMD). A good return and a discount from asset value make CEFs a great way to go global. The top performers make sure their numbers go out each week.

*New highs in or portfolio include Mercado Libre (MELI); Kirkland Lake Gold (KL), recommended by Merrill from Canada; and Abhimanyu Sisodia's pick Dr Reddy's (RDY), an Indian maker of generic drugs. In the earnings call Teva (TEVA) CEO Kare Schultz undermined the plan to make Kodak a US maker of Advanced Pharmaceutical Ingredients for generic drugs, citing high wages and regulatory obstacles.

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