I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETFs analysis. I discuss gold, the miners and which miners I like in particular. I talk currencies and which should be sold and which should be bought. I also give updates on recent investment ideas like WYNN and CCL which have been up sharply. Here’s a sample from this week’s update:
As for individual industry themes, I continue to like the cruise line stocks as a play on an aging population globally and an emerging market (particularly in China) that is getting wealthier and who want to see the world. CCL and RCL are the best way to play this and RCL reported great earnings last week and the stocks were up sharply. Las Vegas Sands (LVS) and Wynn Resorts (WYNN) as a great way to play the rebound in Macau and the rise of the Las Vegas of Asia. Both reported good earnings last week and responded positively. I never like to chase stocks and all four of these names have had good runs. Thus, I’d wait for a pullback to buy or add but my long term view point remains intact.
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