2010 has been a great year for the sotcks i did pick.vIf you had invested 100$ in each of them your total return for 2010 would have been a bit over 41.7% That is very good and 2011 could be as exciting.
With employment to return to more accpetable values there is no doubt that economy will restart in 2011. It will be gradual but certain. Also commodities price will continue to climb. With copper at 5 year high it is showing that demand is continually climbing and supply very stable. Companies like TVI will definitely profit from that in 2011.
Also with all money that has been put aside during 2010, expect a great merger and acquisition year.
Remember that banks have been putting aside tons of moeny as provision for bad loands but 2011 will start showing that not all of those supposed to be bad loans will in effect become so bad. THis will by itself help bank capitalisation % (tier 1) and increase their overall book value wihtout going back to issuing new shares or find new financement.
All together that economy will be feel especially in the manufacturing business and company like DAN will be profiting from both sides: better job recovery will have customers spend more on long term goods and companies will also upgrade some of their equipment.
With that in mind, have a look on the different pages and expect a report on my top picks for 2011 that could be increase to 20 stocks to help diversifiy a great portfolio.
As usual please keep in mind that 2010 results cannot be a promise for 2011 results and they could vary a lot. The stocks mentionned on this blog are not an offer to buy nor an advice to buy. Always do your due dilligence and consult your financial advisor to seek advise before investing in the stock market. If you were to go ahead DO NOT invest more than you can afford to loose.
François
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