May
6
Keith’s May 6 Global Adventure Radio Show
Posted by Keith on May 6, 2007 at 12:12 pm
Hour 1:
-The U.S. markets and other economic info
-Why I am rotating my portfolio holdings
-What stocks I sold, and why
-What specific large-cap growth stocks I’m buying
-The three large-cap growth stocks I purchased, and why
Hour 2:
-Interview with China specialist, Chris McNally ( East-West Center )
-My comments regarding issues raised by Mr. NcNally
-How U.S. companies should approach China and India – an integrated approach
Hour 3:
-Analysis of the two large-cap value stocks I purchased this week
-A Nordhavn service story
-Background on The Marshall Islands (our next destination)
-Marshall Islands continued
-Why You should avoid market index annuities
-Marlin on the hook!
-Why the fish got away (Rip Knot)
-Summary conclusion regarding market index annuities