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What the 100%-a-Year Man Says Today

By Dr. Steve Sjuggerud
Monday, September 16, 2013

When I started out in this business in the early 1990s, one man was delivering unbelievable returns to his investors. Take a look:
 
1989 98.3%
1991 111.8%
1993 100.4%

He was a legend in my office. He was the "double-your-money man."
 
Can you name him?
 
His results didn't stop in the early 1990s...
 
Investors doubled their money with him (in just eight months!) starting in late 1998. He roughly doubled investor money again in 2003… and 2009.
 
Every four or five years, it seems, this man is able to double investors' money. So he's due for another again soon.
 
And 2014 looks ripe for him to double your money, as I'll explain.
 
He's Mark Mobius. And these are the returns of his Templeton Emerging Markets Fund (EMF).
 
Mobius started this fund in 1987 and he still runs it today, 26 years later. In my opinion, nobody in history has spent more time on an airplane searching for investments than Mark Mobius.
 
And Mobius makes a strong "big picture" case for buying emerging markets right now.
 
First, their growth rates have generally remained well in excess of those for developed markets. Overall, emerging markets should grow about five times faster than developed markets in 2013...
 
Second, emerging markets often have large and growing foreign exchange reserves, which are far greater than that of developed markets. Moreover, unlike developed markets, many emerging and frontier markets still appear to have ample room for fiscal and monetary stimulus...
 
Third, the debt level of many emerging markets in relation to their GDP is generally much lower than that of many developed markets.
 
 
Also, emerging markets are dirt-cheap, relative to "developed" markets. As I showed you earlier this month, countries like Russia and Brazil are selling at dirt-cheap multiples to book value.
 
And while U.S. stocks are up 45% in the last two years, emerging markets are flat. Take a look:
 
 
This has created a great value opportunity in stocks in emerging markets, relative to developed markets.
 
Emerging markets are now cheap, hated, and seem to be just starting an uptrend. I see exactly what I want to see to invest. And so does Mark Mobius...
 
You ought to consider adding emerging markets to your portfolio today. An easy, tried-and-true way to make that investment is with Mobius in his Templeton Emerging Markets Fund (EMF).
 
Good investing,
 
Steve




Further Reading:

DailyWealth Classic: In 2009, Steve's readers made huge gains alongside Mobius, trading Hong Kong stocks. "It's time to get exposure to emerging-market stocks, if you don't already have it," Steve wrote. "Investors have doubled their money when the time was right." Hong Kong's Hang Seng index soared 50% in less than a year after Steve's write-up. Read more here.
 
Right now, emerging markets are pushing higher for the first time in years. This is right in line with Steve's economic recovery "script." And he believes the final – and most profitable – act is just beginning. Learn more here: Make Hundreds-of-Percent Gains in "Act III"... Starting Now.

Market Notes


NEW HIGHS OF NOTE LAST WEEK
 
New Ireland Fund (IRL)... Irish stocks
iShares Spain Fund (EWP)... Spanish stocks
iShares France Fund (EWQ)... French stocks
iShares Germany Fund (EWG)... German stocks
iShares United Kingdom Fund (EWU)... British stocks
Euro Stoxx 50 Fund (FEZ)... European blue-chip stocks
iShares Australia Fund (EWA)... Australian stocks
iShares Canada Fund (EWS)... Canadian stocks
iShares South Africa Fund (EZA)... South African stocks
iShares South Korea (EWY)... South Korean stocks
iShares Hong Kong Fund (EWH)... Hong Kong stocks
iShares China Large Cap Fund (FXI)... Chinese stocks
iShares Nasdaq Biotechnology Fund (IBB)... biotech stocks
iShares Technology Fund (IGV)... Big Tech stocks
iShares Basic Materials Fund (IYM)... resource stocks
iShares S&P Global Energy Fund (IXC)... energy stocks
PowerShares Oil Services Fund (PXJ)... oil services stocks
iShares Dow Jones U.S. Industrial Fund (IYJ)... industrial stocks
PowerShares Media Fund (PBS)... media and entertainment stocks
Market Vectors Gaming Fund (BJK)... casino stocks
PowerShares Aerospace & Defense (PPA)... guns, planes, bombs

NEW LOWS OF NOTE LAST WEEK
 
Not many… it's a bull market!

premium teaser

The True Wealth Systems "buy" in emerging markets...
 
For the first time this year, my True Wealth Systems computers are excited about non-U.S. stocks... including emerging markets...
 
 

In The Daily Crux



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