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Latest Top Picks

Stock Opinions by Patricia Perez-Coutts

BUY
One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely.
other mines
WATCH
Sold her holdings last year because she saw cracks in the horizon regarding profitability and future CapX. Penetration is almost there. Even the rural area, which was supposed to be the growth, is actually fully penetrated. Consider buying at about 30% less. 3% yield roughly.
Telecommunications
BUY
Production profile continues to be very strong. There may be some changes in taxation with the new oilfields.
Oil and Gas (Integrated Oils)
DON'T BUY
When you are in the refinery business in China, you are losing out because they are unable to pass price increases down.
integrated oils
SELL
Since 2002, the company has had a declining path of returns. Returns now are below their cost of capital because of currency.
transportation equip & components
TOP PICK
Has a virtual monopoly on the railroad transportation in all of Brazil. Rails are connected to mines and industrial production and ports.
Transportation
TOP PICK
Integrated steel company. Have some assets in North America. Very efficient in integrating R & R assets. In joining a very strong construction boom in Brazil. 5.2% yield.
steel
TOP PICK
A Chinese apparel manufacturer that caters to the high-end Chinese female market. 25% same-store sales growth consistently for a number of years. 2.5% yield.
clothing
DON'T BUY
Would not consider this stock. D rating because they have fixed assets that are continually being cannibalized.
telephone utilities
TOP PICK
Manufactures pipes and tubes for drilling for oil and gas wells. Diversified globally. Long-term hold.
metal fabricators
TOP PICK
(Brazil Stock Exchange) Strong production profile for the next 8 to 10 years. Experts in the deep exploration business.
oil / gas
TOP PICK
(Hong Kong Exchange) Homebuilder/developer in China. Chinese are buying homes, which is a very important trend in China that continues to unfold. Good price.
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PAST TOP PICK
(A Top Pick June 5/07. Up 59%.) Timing of the iron ore market is the leading catalyst for this one. The consumption trend for iron ore in emerging markets is very strong. Still a BUY.
other mines
PAST TOP PICK

(A Top Pick June 5/07. Up 29%.) Samsung. A unique company because of its ability to innovate.

electrical / electronic
PAST TOP PICK
(A Top Pick June 5/07. Down 8%.) Largest cellular company in Mexico. Their capacity utilization of the network is superior to many other global ones. Very Bullish on this stock.
communications / media
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