13 Stock Picks for 2011
I believe that knowing where the best deals in the world is something of value. A small, highly intelligent investor community that I am privileged to be a part of puts together an index of what we consider to be the most undervalued companies in the world. It's no surprise to me that these don't get media attention because the best opportunities in the world are never "well known" at the time that they are the "most valuable."
The trick is to see value before everyone else does and get in before they do at a great price. At this point, I'm going to tell you what makes up this list and a little about each company. In my opinion, this list will outperform any other list of stocks anyone else could put together over the next five years. Sad, but true.
Asia Entertainment & Resources (AERL) recently came under the attack of Tim Sykes. I find AERL better than your comparables here in America especially for the price. The trick of the shorts is just to overwhelm long investors with lots of questionable information --- capitulating longs who aren't sure into selling --- and starting a self-fulfilling prophecy. This, of course, doesn't mention that when Sykes announces a short , all of his followers go out and try to short as well for better or worse.
Biostar Pharmaceuticals (BSPM) recently uplisted as predicted. Growth on the cheap; come and get it.
China Ceramics (CCCL) is ridiculously cheap. I own warrants instead -- CCCLW. Kind of surprised they never called me to ask me to convert.China MediaExpress Holdings (CCME) in my opinion will be a dividend stock in the next 12 months, is growing, and comes at a P/E less than 8 on growth that makes growth investors salivate. China Redstone Group (CGPI) recently went public and they are crushing the guidance that they put out. I have to admit, I underestimated them. Jade Art Group (JADA) is experiencing a selloff. At the current prices, this is tough to sell -- so I figure it must be a buy. Two oil plays: Longwei Petroleum (LPH) is a growing cash machine and is priced to shrink. China North East Petroleum (NEP) came back strong from the trading halt and is cheap on a forward basis.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV