Vivian Lewis - Comments
Editor and founder of Global-Investing.com
Contributor's Links: Global Investing
Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks. After graduating from Harvard magna cum laude (and ...more
Latest Comments
Great Graphic: A Divergence That Gives China A Headache
9 years ago

if the IMF is not getting its way why did the Yuan get put into the SDR account? I don't get it.

AUD/USD Forms A Supportive Candle
9 years ago

we just bought into an A$ bond fund at www.global-investing.com, Aberdeen Asia Pacific Income Fund or FAX

Which Oil Stocks Are The Best Bet For Your Portfolio?
9 years ago

this is simply promotion for Zacks research and not worthy of talk markets

In this podcast: APA, APC, BP, CVX, XOM
Small Cap Best & Worst - Turkey Day Edition
9 years ago

for the record SIFY, BYD and DRYS are non-US companies, SIFY is Indian, BYD Chinese and DRYS offshore Greek so they are not in the right portfolio. I assume it is because you need examples for the categories you have created but I am not sure about the whole process

Small Cap Best & Worst - Turkey Day Edition
9 years ago

while I don't know anything as much about US small cap stocks as I do about ADRs, again I am puzzled by how you select your examples and am worried about biases introduced by the use of single shares to cover different sectors within your major sectors. The single share may just happen to have woes or wonders which are unique to it, rather than to the sector. So there is selection bias at work here too.

Gold And Gold Stocks – It Gets Even More Interesting
9 years ago

you are being ironic: " interest in gold stocks is a tiny bit subdued at the moment."

China’s Stocks Fall Backward Again
9 years ago

so why on earth is the International Monetary Fund adding the Renminbi to the Special Drawing Rights account? alongside the dollar, the yen, and the euro? I mean the RMB is not a serious store of value, is it?

ADRs Best & Worst Report - November 23, 2015
9 years ago

are the OTC ADRs the ones which used to be listed and left because of Sarbanes-Oxley? or ones which used to be listed and left more recently? or any old stuff you happen to like in the MSCI EAFE index? I do not consider Yahoo Finance a serious source, but maybe I am wrong.

also another problematic sector in your scheme is healthcare into which you put major drug companies under the rubric of "biotechnology" not what most of them are about.

There are about 1800 ADRs out there plus another 500 Canadians which are not listed here and another 30-odd which are. Any selection bias in what you cover leads to distortions in the statistics you produce and the advice you give, which is why I am focusing on this matter

In this article: ASR, BT, BUD, BVN, CHU, ELP, ERJ, LYG, NGG, NOAH, ISMAY, HMIN, SIFY
ADRs Best & Worst Report - November 23, 2015
9 years ago

Some technical questions: 1) How do you make up your ADR universe which includes both listed and OTC stocks

2) How do you decide the sectr, like calling a telephone company technology rather than services or a utility; or calling a civilian airplane maker "defense". What about a car manufacturer is remotely like a maker of soda?

3) how do you determine the "nationality" of firms incorporated in offshore sites in the Caribbean?

4) since Canada has NO ADRs how do you managed to include Canadian firms in your list?

My reasoning is that any statistical exercise like yours must be rules-based and your rules seem very slippery

In this article: ASR, BT, BUD, BVN, CHU, ELP, ERJ, LYG, NGG, NOAH, ISMAY, HMIN, SIFY
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