International Investments Major Market Value Analysis – April to May 2007

by | May 9, 2007 | Archives

 International investments offer great opportunity if valued correctly. Our friend,
Michael Keppler, continually researches international investments in
major stock markets and compares their value based on current book to
price, cash flow to price, earnings to price, average dividend yield,
return on equity and cash flow return. He compares each major stock
market’s history. From this he develops his Good Value Major Stock
Market Strategy. His analysis is rational, mathematical and does not
worry about short ups and downs.

Here is a summary of Keppler’s current comments on recent developments & outlook in international major markets.

Recent Developments & Outlook on International investments

In April, international investments in global equities recorded
their highest monthly returns since November 2005 and reached new
all-time highs in both local currencies and in US dollars.

However, due to the strength of the euro versus the US dollar, they
are still 17% below their all-time highs of August 2000, if performance
is measured in euros.

The Morgan Stanley Capital International (MSCI) World Total Return
Index rose 3.5 % in local currencies, 4.4 % in US dollars and 1.8 % in

Year to date, the MSCI World Total Return Index is up 5.7 % in local currencies, 7 % in US dollars and 3.4 % in euros.

Sixteen international investments markets advanced in April and two
markets declined. The best performing major markets of the month (in
local currencies) were Germany (+6.8 %), the Netherlands (+6.5 %) and
Sweden (+6.4 %). The worst performing markets were Spain (-1.2 %),
Japan (-0.8 %) and Canada (+1.6 %).

Year to date, all eighteen international investments markets covered
here are higher. Singapore (+14 %), the Netherlands and Sweden (both up
13.5 %) were the top performers, while Japan (+1.8 %), Spain (+2.2 %)
and Hong Kong (+3.4 %) performed worst.

There is no change in our international investments performance
ratings this month. The Top Value Model Portfolio contains Belgium,
France, Germany, Italy, the Netherlands, Spain and the United Kingdom
at equal weights.

SELL CANDIDATES (Low Value) Austria, Canada, Denmark, Japan, Switzerland, U.S.A.

NEUTRALLY RATED MARKETS Australia, Hong Kong, Norway, Singapore, Sweden

For more details on Keppler’s analysis, contact Roderick Cameron at 1-212-245-4304 or email

You can get ideas on shares in these top value emerging stock markets from Thomas Fischer at Jyske Bank at

Jyske Bank uses a good value system as well and their affiliated
fund management company has been rated #1 by Morningstar. They use this
value system to help us select shares for Multi-Currency Portfolio
Educational Tracking Service. This has worked pretty well. In 2006 the
mainly equity portfolios we tracked rose 42.93% (Emerging Market) and
114.16% (Asia Emerging Market) in a year. This year the five portfolios
we track are up in the past five and a half months:

Portfolios 2007Dec 29Jan 30Feb 26Mar 27Apr 30
Swiss Samba8.10%10.18%20.49%16.15%26.60%
Emerging Market15.11%14.83%19.61%12.81%32.46%
Dollar Short12.91%9.71%18.17%20.12%30.79%
Dollar Neutral7.94%12.63%20.28%16.58%25.58%

You can learn why this international investments performance has
taken place in a sixteen page email report about how 13 economic forces
now clash to shape investments markets ahead that show the rewards and
the risks. The report also outlines the five new Multi-Currency
Portfolios we are tracking in our Borrow Low-Deposit High
Multi-Currency Sandwich Educational Service. Details are at
International Investments Course with Multi Currency Investments and

At our upcoming IBEZ in N.C., we will update our latest multi
currency portfolios and much more. Join us May 25 – 27, 2007 at the
International Business and Investing Course in North Carolina . Thomas
Fischer joins me to update global economics there. International
Investments and International Business Course, West Jefferson, North
Carolina, May 25-26-27, 2007

Jyske Bank is the second largest Danish bank with 450,000 domestic
clients, 35,000 international clients, USD 23 Billion in total assets,
and a Moody’s rating of AA1. Jyske has over 35 years’ specialization in
private banking and Denmark is ranked by Moody’s as the safest country
in the world to have a bank account in.

Until next message good international investments to you!