For most individual investors in the U.S., it’s hard to become intimately familiar with the Chinese corporate landscape. After all, American investors have been conditioned to look at opportunities here at home first. But I think this is a mistake.
The fact is that the U.S. market indices rarely lead the world in terms of the performance, so investors who forgo investing in stocks located outside the U.S. are only putting governors on their own bottom line. Still, the question of how you find the best stocks — particularly in such a diverse market as China — is a valid one.
I think the key to unearthing great China investments is to make sure you are buying something with a strong earnings record combined with strong buying pressure. This is true even of U.S. stocks; however, when it comes to stocks you aren’t likely as familiar with, a solid earnings record and a lot of buyers makes all the difference.
5 Good Stocks In December 2012:Siemens AG (SI)
Siemens Aktiengesellschaft, an electronics and electrical engineering company, operates in the industry, energy, and healthcare sectors worldwide. In the industry sector, the company?s portfolio ranges from industry automation and drives products and services to building, lighting, and mobility solutions and services, as well as includes system integration and solutions for plant business. It offers automation and drives, industrial solutions and services, transportation systems, and Siemens building technologies. In the energy sector, Siemens provides solutions for the generation, transmission, and distribution of power; and extraction, conversion, and transport of oil and gas in the oil and gas industry. In the healthcare sector, it develops, manufactures, and markets diagnostic and therapeutic systems, devices, and consumables; and offers IT systems for clinical and administrative purposes. The company also provides technical maintenance, professional, consulting, and financing services. In addition, Siemens provides financial products and services, such as commercial finance, equity and project finance, treasury and investment management, and project and export finance. Additionally, the company offers insurance solutions, such as claims management; and acts as a broker of company-financed insurances, as well as engages in real estate business. It also has equity investments in a telecommunications infrastructure supplier, household appliance, defense technology, and communication and entertainment device companies, as well as in companies that provide technical building equipment and installation services; and open communications, network, and security solutions. The company was founded in 1847 and is headquartered in Munich, Germany.5 Good Stocks In December 2012:Hawaiian Holdings Inc. (HA)
Hawaiian Holdings, Inc., through its subsidiary, Hawaiian Airlines, Inc., engages in the scheduled air transportation of passengers and cargo. It offers daily service on transpacific routes between Hawaii and Los Angeles, Oakland, Sacramento, San Diego, San Francisco, and San Jose, California; Las Vegas, Nevada; Phoenix, Arizona; Portland, Oregon; and Seattle, Washington, as well as daily service on its inter island routes among the four islands of the State of Hawaii. The company also provides scheduled service on its Pacific routes between Hawaii and Pago Pago, American Samoa; Papeete, Tahiti; Sydney, Australia; Manila, Philippines; Tokyo, Japan; and Seoul, South Korea, as well as other ad hoc charters. As of December 31, 2010, its fleet consisted of 15 Boeing 717-200 aircraft for its interisland routes; 18 Boeing 767-300; and 3 Airbus A330-200 aircrafts for its transpacific, Pacific, and charter routes. Hawaiian Holdings, Inc. was founded in 1929 and is headquartered in Honolulu, Hawaii.5 Good Stocks In December 2012:Arabian American Development Company (ARSD)
Arabian American Development Company, through its subsidiaries, owns and operates a petrochemical facility located in southeast Texas, which specializes in high purity petrochemical solvents and other solvent type manufacturing. The company, through its 55% interest in Pioche Ely Valley Mines, Inc., owns interests in mining claims in the United States. Arabian American Development Company was founded in 1967 and is based in Sugar Land, Texas.5 Good Stocks In December 2012:Cinemark Holdings Inc (CNK)
Cinemark Holdings, Inc. and its subsidiaries engage in the motion picture exhibition business. As of June 30, 2011, it operated 436 theatres with 4,983 screens in 39 states of the United States, as well as in Brazil, Mexico, and 11 other Latin American countries. The company is headquartered in Plano, Texas.Advisors' Opinion:
By Jeff Reeves At 2011-10-21
Cinemark Holdings Inc. (NYSE: CNK) owns movies theaters across the United States and Latin America, with a total of about 5,000 screens in America alone.
Current Yield: 4% (84 cents a share annually)
Dividend History: In June 2010, Cinemark paid a quarterly dividend of 18 cents a share. This July, it will pay 21 cents, for a nearly 17% increase.
Dividend Outlook: According to Bloomberg, the three-year expected dividend growth rate of CNK is 2.5%.
Recent Performance: Cinemark has surged over 20% so far in 2011, more than doubling the market. It is approaching a new 52-week high as of this publication.
Strong Outlook for Shares: Cinemark has seen improving revenue each year since 2007, connecting with movie-goers despite the recession. That’s in part because of growth and acquisitions — most recently it plans to buy a 12-screen cinema in South Carolina. The movie industry may not be booming right now, but CNK could cash in big time when box office receipts improve thanks to its growth over the last few years.
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