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Vivian Lewis

Editor and founder of Global-Investing.com
Contributor's Links: Global Investing
Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks. After graduating from Harvard magna cum laude (and ...more
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1 to 16 of 239 Posts
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Model Portfolios Updated
Tuesday, November 25, 2014 10:50 AM EDT
Thanks in part to my special report on Benitec the BTEBY share is now showing a gain. The Down Under management is a bit overwhelmed by the trigger-happy US market but they are quick learners.
In this article: PT, NPSNY, TCTZF, AIA, ABGB, BTEBY
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Global Investing Update
Monday, November 24, 2014 3:02 PM EDT
China caused waves across our portfolio. First of all, in an admission that something was needed to set GNP growth back on track, China cut interest rates in a new stimulus initiative.
In this article: BNS, CPA, CRH, CZZ, EC, JFC, NOK, RBS, SLB, GBTZF, OGFGF, TCTZF, CHMP
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Going Green And Saving Green
Saturday, November 22, 2014 8:39 AM EDT
Today we consider a way to play cheap fuel prices which directly offsets one of our oil plays. Plus, we plan to take the train. And we report on global energy, pharma and food stock happenings.
In this article: AGU, CPA, EC, NBL, NOK, NVS, POT, SLB, ATONY, BRGYY, DGRLY, TKPPY, ILMN, MHG, CGG
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Special Report: Benitec Biopharma Ltd.
Thursday, November 20, 2014 8:41 AM EDT
This special report is about Benitec, a stock we recommend, after I spent the morning at its US Investor Day.
In this article: BTEBY
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Ethics Matter
Thursday, November 20, 2014 6:17 AM EDT
This truncated brief blog is about ethics.
In this article: BPO, CCJ, SQM, INFY, BTEBY
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Bad IR Opportunities
Wednesday, November 19, 2014 6:03 AM EDT
While US company brass get early experience in massaging news, this is not instinctive among foreign companies with American Depositary Receipts listed in this country.
In this article: AGU, CCJ, EC, EMD, ESD, MXE, NOK, NVS, PT, AZSEY, DGRLY, GLPGF, HKMPY, MXCHF, PDYPF, TEVA, FBASF, BTEBY
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The Bad News Bears
Tuesday, November 18, 2014 4:19 AM EDT
Realistically, a 5% tax rise should prompt a 5% spending cut, with the earning power lost to inflation adding more belt tightening. You can't squeeze blood from a stone. Workers have no money.
In this article: BLX, BNS, EC, GSK, NOK, NVS, PBR, PT, SAN, SLB, SNY, VOD, ATONY, GBTZF, GTOMY, PPEHF, TRYIY, DWA, INFY, TEVA, RBGLY, ABGB
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Between Keynes And Von Hayek - Checks And Balances
Sunday, November 16, 2014 9:25 AM EDT
More follows from Singapore, China, and Hong Kong, and other places like Mexico, Britain, The Netherlands, S. Africa, Canada, Portugal, Spain, Brazil, and Finland.
In this article: AGU, MXE, NOK, PT, RBS, SLB, URZ, ATONY, MXCHF, NPSNY, YNDX, BABA, OIBR, ABGB, EMQQ
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Liberty, Fraternity, Inequality
Friday, November 14, 2014 10:12 PM EDT
Economists and businessmen agree with the French economist Thomas Piketty, that inequality today is close to that of the era of Robber Barons.
In this article: AGU, CAE, COV, GSK, JEQ, JOF, KUBTY, MDT, PT, WMT, FAX, FCO, DGRLY, EFLVF, GLPGF, ISCHF, MLNX, ABGB, BTEBY
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Dear Numpty
Friday, November 14, 2014 6:30 AM EDT
What is astonishing about the way banks cheated their clients by colluding to fix exchange rates to extract higher sums is not only that they did this to what they called “Numpty's”, but when they did this.
In this article: CRH, PT, SLB, FAX, ATONY, DGRLY, FCGYF, GBTZF, GTOMY, CSIQ, ALKS, UUP, MHG, ABGB
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Reversing Tides - Part 2
Wednesday, November 12, 2014 12:27 PM EDT
Profit margins are probably the most mean-reverting series in finance. If profit margins do not mean-revert, then something has gone badly wrong with capitalism.
In this article: CCJ, CRH, CZZ, KUBTY, NOK, PT, VOD
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The Tide Always Reverses
Tuesday, November 11, 2014 5:39 AM EDT
Knowledge is power. And lack of knowledge is terrifying. This rather banal insight helps our readers by motivating our buys and sells.
In this article: BCE, CCH, EC, GSK, NOK, PT, ATONY, AZSEY, DNACF, MNGGF, GLD, SLV, CSTE
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War Fears
Sunday, November 9, 2014 6:45 PM EDT
Russian tanks, planes, and troops are reportedly crossing the border with eastern Ukraine after the referendum there which violated the terms of the truce between Ukraine and Russia.
In this article: AGU, CCJ, GSK, KUBTY, NOK, SAN, VE, URZ, DGRLY, HKMPY, PPEHF, INFY, TEVA, FBASF, ABGB
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Smart Or Lucky?
Friday, November 7, 2014 3:49 AM EDT
Festivities for the 25th anniversary of “Die Wallfall”, the fall of the Berlin Wall between the old Communist East Germany and the rest of the world were rather subdued because the now free German railroad workers went on strike. Strikes were illegal in the old German “Workers' Paradise”.
In this article: AGU, BCE, COV, NAV, SAN, DGRLY, FCGYF, HKMPY, MNGGF, LBTYA, LBTYK, ZURVY
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The New Congress
Thursday, November 6, 2014 4:38 AM EDT
The key reason for the victory dance is that the GOP managed to eliminate Tea Party contenders from major races, mainly by use of vast sums of money.
In this article: AGU, CRH, CZZ, EC, GSK, NVS, SLB, FCGYF, OGZPY, ALKS, CSTE
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This Land Is Your Land
Wednesday, November 5, 2014 3:16 PM EDT
The Eurozone is suffering from restricted growth according to the European Commission which now forecasts that 2014 growth will be 0.8% overall for the 18 countries in the currency bloc. This is well below the earlier forecast of 1.2% growth, which was already low.
In this article: AGU, BNS, CMG, JEQ, NOK, SAN, SLB, FAX, FCO, GBTZF, TEVA, GLD, RBGLY, FBASF, BTEBY
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1 to 16 of 239 Posts
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