Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally.As a retired businessman with a ...more

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Nuclear Energy: Transforming The World, Wall Street & Your Portfolio
20 days ago

"Now is an ideal time for investors to find out more about the leading stocks in this space."

Then tell us more!    I read this article because of an early point that told us "Outside of two AI plays, the best-performing S&P 500 stock in 2024 is a nuclear energy company—its shares have climbed 60% YTD and 250% since its early 2022 IPO."

What is the name of that company? 

Making Returns In The Roaring Twenties In Asia
1 month ago

Hello Wimal,  I have forgotten the names.  They covered several sectors and got their US listings by reversing into listed shell companies. All had text book accounts supposedly audited by the big audit companies. The directors in China transferred the assets to other companies they owned in China and left that shell an empty  shell again. The mights SEC and those big audit companies did nothing. 

One I had that did not dissapear is China Green Agriculture - CGA.  I sold out long ago because it was not doing very well and have not followed it since but think it still operates in a very proper way and - if so - proving that some do. Bye. James 

Making Returns In The Roaring Twenties In Asia
2 months ago

Thank you for that. I had heard of Sany before but not the others. I shall stick with CAT as it is trustable and global.  I also like its power generation products because there will be an increasing need for those given the mess the power systems are in in much of the west.   https://www.cat.com/en_US/products/new/power-systems/electric-power.html  Bye. James 

Making Returns In The Roaring Twenties In Asia
2 months ago

Thank you for that. I had heard of Sany before but not the others. I shall stick with CAT as it is trustable and global.  I also like its power generation products because there will be an increasing need for those given the mess the power systems are in in much of the west.   https://www.cat.com/en_US/products/new/power-systems/electric-power.html  Bye. James 

Making Returns In The Roaring Twenties In Asia
2 months ago

I agree with much of what you say but try to seek a balance because some good for many has come from China's rise on the world stage.

Some of that rise was helped by top US universties where many PhD students were and still are Chinese. Many go home to aid China's growth. 

I mention in my article that I have no investments in China.  I had my fingers burnt by ten Chinese companies listed in the US that disappeared with investors money. Once burnt = twice shy. I was ten times burnt!

Over 60% of my investments are in US companies listed on the NYSE.  Some of that is in US natural gas producers and in LNG exporters and China buys lots of that.  

Thank you for reading and adding good points to my article. James 

Making Returns In The Roaring Twenties In Asia
2 months ago

Many top US firms have found it good for them. Apple gets most of its products made there. 

Many Chinese people use the wealth to take holidays in the US etc

T’Winners From The Deferred Energy Crisis
2 months ago

Sorry I did not reply.  The markets have over reacted to many things in my view and so I am buying more Chart today. 

I suspect the next results release in February will be well received.

The other company I featured in the article remains a safe if unexciting buy.  James  

Making Returns In The Return Of The Roaring Twenties
2 months ago

Yet more things are roaring in the 2020s!

https://seekingalpha.com/news/4057898-us-pmi-composite-flash-rises-in-january-as-manufacturing-back-in-expansion

In this article: MYRG
Toward China's Soft Rebound
3 months ago

Thank you,  I thought I had! James 

In this article: MCHI
Toward China's Soft Rebound
3 months ago

https://talkmarkets.com/content/stocks--equities/making-returns-in-the-return-of-the-roaring-twenties?post=425069

In this article: MCHI
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