China’s 60th birthday party’s investment message

by Tony Sagami on October 3, 2009 at 8:30 am

The People’s Republic of China celebrated its 60th anniversary last week and it was the most impressive display of economic and military might I may have ever seen.

Behind the tens of thousands of goose-stepping soldiers, tanks, fighter jets, ballistic missiles, and nuclear submarines is the message of opportunity. Military stocks — not American ones like Raytheon and Northrop Grumman — that cater to the Chinese market should deliver spectacular returns.

View this video to learn the name of one Hong Kong-listed defense contractor that is poised to be a big winner.

Best,

Tony





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{ 9 comments… read them below or add one }

Sharon Roe October 3, 2009 at 8:45 am

The thought of helping to grow a huge Chinese military is not what I want to be part of. They are trading partners, not our best friends!! The last thing we need is to be in a financial funk here at home, helping to grow the Chinese military, and being at risk as a country. I, for one, will not be helping the Chinese military companies, just to grow my bottom line. It’s bad enough
that everything we buy comes from China, but I will not knowlingly invest in Chinese military. It almost seems un-American.
I am a moderate politcal person, somewhat liberal, somewhat convservative, but we have to be careful of helping to build up the military of countries whose philosophy are so different from our own.

Andrew L. October 3, 2009 at 8:53 am

I am looking for chinese water treatment stocks, i know you, or maybe your partners, put some on a post or a video, is there a chance you can repost those stocks?

celia curtis October 3, 2009 at 10:04 am

I am deeply shocked you would suggest investing in a Chinese military contractor!

evan Jung October 3, 2009 at 11:34 am

Celia: Is not the purpose of Tony Sagami’s videos to help his listeners make money, or should he, in your view, be delivering a pacificist message, railing against everyone’s military? Would the refusal of American investors to invest in a Chinese military stock halt or slow the growth of the Chinese military in the least? Is the Chinese military affected at all by the price of one of the Chinese stocks and the success of one of it’s contractors? For the purposes that Mr. Sagami has in mind, which is for the investors he advises to make money, the answer to all three questions is no.

Kevin October 3, 2009 at 1:27 pm

Are you asking us to profit off the blood machine that kills in Tibet, Tienanmen Square and anywhere they deem fit? China is Communist Tony in case you’ve forgotten you history read about Mao and his bloodthirsty dictatorship that is responsible for killing upwards of 60,000,000 INNOCENT PEOPLE. I like good investments like everyone else but this one is beyond the pale Tony.

Anthony Montalbano October 3, 2009 at 2:53 pm

Tony — I use Fidelity and I’ve trying to get into; China Communication– and/ or China Construction — China Railway Const.
—- Could you give me some instruction on how I could buy these Stocks, as it were I cannot use 1186.HK designation on the US Mkt. Can I access the Mkt. that services their stocks thru the Internet ? HOW ?

Omi October 4, 2009 at 2:59 pm

I agree with Kevin’s suggestion that we not privilege material profit over human rights, justice. I’m very concerned about the suppression of Tibet in this new millenium and urge all to support human right there.

Rick Loehr October 5, 2009 at 10:52 am

Tony,
I took a look at the financial statement. Have you? It is a holding company, not a defense contractor. It’s six month revenues in US$ is a mere $1.3 million, profits are neglibible .02 share, after a huge write down last year. Their 3 investments are in privately held companies making microchips and copper foils. If I’m translating the numbers correctly, this is a microcap and its financials are impossible to analyze as they invest in privately held companies. Was this plug a paid advertisement or what about this company is so interesting to you? No disrespect here, just curious.
Thanks

Rick Loehr October 5, 2009 at 2:51 pm

also: here’s the link to the interim financial report.

http://www.hkexnews.hk/listedco/listconews/sehk/20090918/LTN20090918144.pdf

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