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


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