The World Is Our Oyster
The ADR Alert
Wednesday, September 26, 2007
By Alexander Green, Investment Director
Email – #176
** The World Is Our Oyster
Our ADRs continues to surge.
All our positions are profitable. And the entire portfolio is up over 20%, even though our average holding period is just 30 days.
Excel Maritime (NYSE: EXM) is up 31% since we got in three weeks ago. Raise your sell stop to $53 to protect your profits here.
Mindray Medical (NYSE: MR) is up 37% since we got in five weeks ago. Raise your sell stop to $37 here.
And our Mindray January $35 calls (MR AG) have more than tripled. Go ahead and sell half your position to lock in some profits now. We’ll let the rest ride for potentially bigger gains between now and expiration.
While these two stocks have the momentum right now, I also like the prospects for both Sadia (NYSE: SDA) and Sanofi-Aventis (NYSE: SNY).
Sadia hit a new 52-week high yesterday. And I expect the best is yet to come.
Based in Brazil, Sadia is one of the world’s leading producers of chilled and frozen foods. Its products are sold in over 70,000 locations in South America and to hundreds of other clients around the world. It has sold nearly $4 billion-worth of product in the last 12 months alone.
With revenue growth soaring, the stock relatively immune to the business cycle and little current coverage of the company on Wall Street, I expect this stock to continue trending up in the weeks ahead. Keep buying.
Sanofi-Aventis, if anything, is an even more defensive stock. Yet it too has plenty of upside potential.
Sanofi is the world’s third-largest pharmaceutical firm, specializing in vaccines as well as drugs. Its cardiovascular and oncology products are aimed squarely at the West’s aging demographic.
With $40.5 billion in revenue over the last twelve months, a rock solid balance sheet, and solid growth prospects, this remains an excellent trading stock for volatile markets.
I have a number of companies I’m still researching following my trip to Europe last week. I’ll have a new recommendation in your hands in just a few days.
If you have any questions, feel free to call one of our VIP Trading Services representatives at 888.570.9830 (toll-free) or e-mail: viptrader@oxfordclub.com , or contact Pillar One Advisor Rick Pfiefer at 800.438.3040 or 407.667.4729
Stock
Country
Current Price
Comments
Sadia S.A. (NYSE: SDA)
Brazil
$55.10
Buy. Sell stop is $43.
Excel Maritime (NYSE: EXM)
Greece
$57.79
Buy. Raise sell stop to $53.
Mindray Medical (NYSE: MR)
China
$42.18
Buy. Raise sell stop to $37. Sell 1/2 options position.
Sanofi-Aventis (NYSE: SNY)
France
$42.76
Buy. Sell stop is $34.
Bi Alexander Green is the Investment Director of The Oxford Club. A Wall Street veteran, he has over 16 years experience as a research analyst, investment advisor, and professional portfolio manager. Under his direction, The Oxford Club’s portfolios have beaten the Wilshire 5000 Index by a margin of more than 3-to-1. The Oxford Club Communique, whose portfolio he directs, is ranked third in the nation for risk-adjusted returns over the past five years by the independent Hulbert Financial Digest. Mr. Green has written for Louis Rukeyser and several other leading financial publications. He has been featured on “The O’Reilly Factor,” and has been profiled in Forbes, Kiplinger’s Personal Finance, and Marketwatch.com. He is also Chairman of Investment U, an internet-based research service with over 300,000 readers. He currently writes and directs the twice-weekly Oxford Insight e-letter and three elite trading services: The Momentum Alert, The Insider Alert and The ADR Alert. Mr. Green is also a top-rated speaker at financial conferences around the world.
Copyright – 2007 The Oxford Club, LLC. The Oxford Club does not act as a personal investment advisor or advocate the purchase or sale of any security or investment for any specific individual. The Oxford Club provides its members with unique opportunities to build and protect wealth, globally, under all market conditions. The executive staff, research department and editors who contribute to The Club’s recommendations are proud of the reputation The Oxford Club has built since its inception in 1984. We believe the advice presented to its members in our published resources and at our meetings and seminars is the best and most useful available to global investors today. The recommendations and analysis presented to members is for the exclusive use of members. Members should be aware that investment markets have inherent risks and there can be no guarantee of future profits. Likewise, past performance does not assure future results. Recommendations are subject to change at any time.
If you have any questions about your Alert subscription, or, would like to change your email settings, please contact Oxford Club Member Services at 800-992-0205 Monday – Friday between 9:00 AM and 5:00 PM Eastern Time. Or if calling internationally please call 410-223-2643.
Copyright – 2007 The Oxford Club All Rights Reserved
The Oxford Club | 105 West Monument Street | Baltimore, MD 21201
North America: 1 800 992 0205; Fax: 1 410 223 2650
International: +1 410 223 2643; Fax: +1 410 223 2650
Email: Oxford@OxfordClub.com
Website: http://www.oxfordclub.com
Privacy Policy: http://www.oxfordclub.com/Visitors/PrivacyPolicy.html
Nothing in this e-mail should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized investment advice.
We expressly forbid our writers from having a financial interest in any security recommended to our readers. All of our employees and agents must wait 24 hours after on-line publication or 72 hours after the mailing of printed-only publication prior to following an initial recommendation. Any investments recommended in this letter should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club , LLC. 105 W. Monument Street, Baltimore MD 21201.
Investor Bulletin