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David Stafford
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Student of markets, enjoys following their course.
My book:
Around the World in Several Pieces
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  • Market Roundup; July 7th; Penny Stock Triumphs

    Today was perhaps an interesting day on the market with a lot of strange discrepancies perhaps shaping the day's gains.

    For a quick list and linking of stocks and sectors that did ok per se, today here's a quick list of some stocks that rose after all was said and done;

    Here's the handful of penny stocks that posted greater than 5% daily increases;

    Terra tech corp; TRTC; indoor agriculture per se;

    www.google.com/finance?q=OTCMKTS:TRTC&am...

    As well as another whopping 21% increase for another "green" company per se; namely "Hemp inc"(HEMP);

    www.google.com/finance?q=OTCMKTS:HEMP&am...

    of course the rest of the green-train per se, followed suit with CBIS up about 5%;

    www.google.com/finance?q=OTCMKTS:CBIS&am...

    I guess this is what a hemp field looks like if anyone else was curious aswell;

    source; www.cannabiscollege.com/ximages/hemp_fie...

    For more "normal" sectors/market caps we have some interesting gainers for the day amongst them aswell;

    Food; Hormel(HRL) was up etc, as well as ASBFY "Associated British Foods...";

    www.google.com/finance?q=OTCMKTS%3AASBFY...

    _

    Brazilian stocks most notably energy stocks like CIG etc, but interestingly enough; not Brazilian small caps;

    CIG; up about 1.72%

    www.google.com/finance?q=NYSE%3ACIG&...

    Small caps(down);EWZS

    www.google.com/finance?q=NYSEARCA:EWZS&a...

    MSCI Brazil in general(up slightly);EWZ

    www.google.com/finance?q=NYSEARCA:EWZ&am...

    _

    The Polish index is slightly up per se; DWPLDT

    www.google.com/finance?q=INDEXDJX:DWPLDT...

    _

    *Not an up sector but interestingly enough robots were down(good thing they don't have emotions yet); with the likes of Brooks(BRKS), IRobot(IRBT) and Fuji Heavy Ind.(FUJHY)(tangential) all down;

    IRobot;www.google.com/finance?q=NASDAQ:IRBT&...

    _

    Energy companies in general up about .25-~1% here's Duke energy(DUK) for example, up about .27%;

    www.google.com/finance?q=NYSE:DUK&ei...

    _

    Muni's were also up in general like ticker; KSM a 7% div. yielder;

    www.google.com/finance?q=NYSE:KSM&ei...

    _

    Some oil trusts were also up, for example; MARPS the "Marine Petroleum Trust", an ~8.28% yielder was up about 1.27%;

    www.google.com/finance?q=NASDAQ:MARPS&am...

    _

    and lastly perhaps, some farmland stocks were up as well, like "Adecoagro"(AGRO); was up for the day(~1.60%), not the whole sector was up per se, but it was mostly flat or or somewhat up for the day in general, if one will;

    www.google.com/finance?q=NYSE:AGRO&e...

    __________

    Surely there were other sectors up and down per se for the day, however it was perhaps a day of interesting sector "explosions" if one will, particularly in the "green pharmaceuticals" space, as well as in some perhaps interesting spaces like oil-trusts, and energy companies in general.

    __________

    Hopefully everyone's stocks got a piece of the gains per se, and are doing well. Thanks again for reading.

    __________

    Whack-a-mole-market, some up, some down;

    source;

    mycdn.metazone.co.uk/wp-content/uploads/...

    Jul 08 1:58 AM | Link | Comment!
  • Friday Fancies; Everyone Loves Raify.

    Today's Friday Fancy is perhaps a little more brief than usual, but in looking at some stocks recently, I noticed that one of our old friends mentioned in previous posts had taken a dip recently(10.5 to 7.9 to 8.25$).

    ________________

    Raiffeisen bank(Raify), an Austrian bank, with a strong presence in Eastern Europe in general, is sort of on a slight upswing, but might have more room to grow. Now that Nato per se, and hence Austria et al. have taken a firmer grip of Eastern Europe per se, one might presume that more Euro-based banks might have a little more headroom per se, in the region, particularly if the unfortunate situation in the region, becomes anymore sort of faction oriented per se(Nato vs. not Nato).

    _________________

    "Raify" also(according to Google finance, which at times can be "squirrelly" in regards to changing yield values) has a yield of about 5-6% so its perhaps decent per se. RAIFY has a potentially confusingly similar sounding pseudo-doppelgänger RAIFF(Raiffeisen Bank Intl. as opposed to RAIFY being associated with "Raiffeisenbank" from what I understand) which is over 30$ per share as opposed to RAIFY's 8~$ or so, and which has an indeterminate yield if any according to Google finance.

    Google finance link for Raify;

    www.google.com/finance?q=OTCMKTS%3ARAIFY...

    _________________

    For a quick look at the Eastern European emphasis of RAIFY and Raiffeisen in general, one may look at the listing of markets in which the bank operates here; www.rb.cz/en/information-service/raiffei.../ to see that it operates in most of Eastern Europe and in its home base in Austria as well per se.

    _________________

    (list from aforementioned link)

    AlbaniaRaiffeisen Bank Sh.a.
    BelarusPriorbank, OAO
    Bosnia and HerzegovinaRaiffeisen Bank d.d. Bosna i Hercegovina
    BulgariaRaiffeisenbank (Bulgaria) EAD
    Czech RepublicRaiffeisenbank a.s.
    CroatiaRaiffeisenbank Austria d.d.
    KosovoRaiffeisen Bank Kosovo S.A.
    HungaryRaiffeisen Bank Zrt.
    PolandRaiffeisen Bank Polska S.A.
    RomaniaRaiffeisen Bank S.A.
    RussiaZAO Raiffeisenbank
    SlovakiaTatra banka, a.s.
    SloveniaRaiffeisen banka d.d.
    SerbiaRaiffeisenbank a.d.
    UkraineVAT Raiffeisen Bank Aval

    _________________

    On another note, though Austria along with Germany was perhaps dealt a semi-mortal blow in their defeat in WWI its perhaps somewhat interesting to see their less militaristic national appendages in the form of banks slowly expanding into former abodes per se, perhaps this is a sort of grace of the modern age, but perhaps who can say.

    _________________

    Either way, perhaps if one wants a little more Austrian exposure than simply Raify one can always turn to the interesting manufacturing/finance/consumer staples ETF of Austria namely "EWO"(yield of 4.75%). If one wants a semi-decent yielding bit of Eastern Europe however, if one thinks its a good time to glance into said semi-troubled region, then Raify may be a satisfying Friday Fancy per se. In any case, I hope everyone's investing is going great, thank you very much for reading.

    Google finance link for EWO;

    www.google.com/finance?q=ewo&ei=RQit...

    __________________

    Without further adieu, another scene from the seemingly, and hopefully, inexhaustible library of Uncle Scrooge images available on the internet;

    source; www.covernk.com/Covers/L/U

    /Uncle%20Scrooge/UncleScrooge19.jpg

    Jun 27 2:55 AM | Link | Comment!
  • "Frontier" Economy Update; Kazakhstan And AZIA.

    The fabled land of Borat, whose international athletes sometimes have the misfortune per se of having the Borat-related national anthem played at medals ceremonies at competitions, has released some new regulations for corporations per se in the country, presumably intent on expanding foreign investment in the country.

    __________

    national anthem mixup; www.youtube.com/watch?v=ou3lW32EXL0

    ___________

    According to ye old Moscow Times, Kazkhstan has dropped taxes for foreign investors in regards to their investments into the countries economy per se. It seems there's a little bit of fine print however, namely in that this doesn't really affect energy investments, for presumably this is what they are trying to diversify their economy away from per se.

    story; www.themoscowtimes.com/business/article/...

    ____________

    Hence one may be wondering how one might invest in Kazakhstan. Well that's what I was wondering anyway, so without going through some sort of specialist private equity firm, or some government minister there per se, one might also look into, if one so desires, the "Global X Central Asia and Mongolia ETF"(NYSEARCA:AZIA).

    Morningstar; portfolios.morningstar.com/fund/holdings...

    ____________

    From what our good friends at Morningstar have deduced it seems as though AZIA is sort of like GUR, if one may recall, namely in that a lot of it is sort of "investment by proxy" per se, so there's a decent number of UK and Canada based companies in there, if one will. Apart from this there are also investments which are in the Kazakh energy space in there so that may be somewhat problematic per se, in so far as taking advantage of these new tax regulations is concerned. However, there may be some redemption for AZIA in this case in that its second largest holding at roughly ~9-10% is in a Kazakh bank, so presumably that might be positively affected by this whole new regulation scheme per se.

    ____________

    Apart from that, perhaps there are as always interesting observations to be made or gleemed, from a regional ETF like this. As might be presumed, some Mongolian investments in particular are sort of approached through Chinese firms(somewhat long-established established economic connections between Mongolia and China; for example Coal extraction/transport/somewhat recently refining, related industries).

    ____________

    Brief sidenote; Mongolia's "richest man" made his fortune through coal mining and other types of mining for example; investing.businessweek.com/research/stoc...

    _____________

    In addition to the Chinese connection per se, there seems to be a general trend whereby there is a significant presence of UK based energy sector companies, and Canada based mining companies in this ETF, aswell. There is also a Sweden based communications related firm; "TeliaSonera AB" thrown in there at ~4.5-5% portfolio weighting, for good measure presumably.

    ___________

    Apart from the varied nationalities represented per se by the holdings of this ETF, it seems to be quite uncorrelated in general, to the greater MSCI index, while bearing stronger correlation to "diversified emerging market" indices. It also yielded about .35$ in dividends over the past year(came into existence last year per se) so its yield if measured by today's price would be about 2.2-.26% presumably. It also doesn't have a tremendously large total assets figure, and so who knows how large transactions per se, may lead to price volatility per se(the off chance). It's about 62% institutionally owned as well so perhaps that remaining .38 or so could potentially be used to pivot it around if concentrated in a few hands per se, but who can say for sure.

    ___________

    Either way perhaps its not an everyday occurrence to see Kazakhstan in the news per se, so perhaps that's always welcome. Kazakhstani holdings or not, I hope everybody's portfolio is doing great, and thanks again for reading.

    ___________

    Kazakh flag;

    source; ak.picdn.net/shutterstock/videos/326257/...

    Tags: AZIA
    Jun 15 11:40 PM | Link | Comment!
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