Stock Gumshoe

I haven’t written much about Robert Hsu and his China Strategy newsletter lately, but back when China’s markets were shooting out the lights last year he was probably the most popular newsletter editor out there. This year has seen a reversal of so many different Chinese stocks, and a loss of faith in the China growth story among many investors, so I thought we might take another look at some of his favorites now that he says the China market is full of bargains.

I can certainly sympathize with the general feeling of any China-focused investor — two of the stocks I’ve written about as “Ideas of the Month” over at the Irregulars site are Chinese companies, and though I still like them and think they have bright futures, they’re both down at least 40% since I first wrote about them. China’s not going away, and its economy is not going to stop growing — if it does and they stop coming up with jobs for those millions of people who move to their cities every year, they’ll have a revolution on their hands. But that doesn’t mean that Chinese companies are good investments, or well-timed investments — that’s a much tougher question.

Robert Hsu, who has generally been much more momentum focused in his picks (or maybe it just feels that way, since most of his stocks were in incredible uptrends all of last year), thinks that the market is going to come around and embrace Chinese stocks again. Here’s an excerpt:

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This is a little weekend refresher, for folks who might have missed the writeup the first time around. Robert Hsu has been touting a Canadian oil sands stock that is a play on China, since China is interested in buying their product or partnering with them.

And the company is a better buy now than a few weeks ago, since the fall in oil has brought a bargain buying opportunity … here’s what Hsu says in this latest email campaign, an ad I received yesterday, about the “urgency” of buying now, with oil dipping:

“Hold on to your hat because oil’s headed back up, and our Canadian tar-sand stock is first in line to profit. This stock shot up 70% in the last few weeks, but now it has pulled back as crude oil prices ease. This gives you a rare second chance to get in on this summer’s most surprising double.

“Don’t Wait For Oil’s Next Big Surge!

“I told my Asia Edge subscribers they’d kick themselves if they didn’t get into this Canadian tar-sands stock at $57. It’s now at $73 and we’re refueling for the next leg up to $150.”

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Robert Hsu has been sending out several teasers related to Chinese oil demand lately, no big surprise as we watch oil toy with $140 a barrel (should we even pay attention to $10 moves anymore? Boooorrring …)

In his words, “China’s hunt for oil is one of the most extraordinary, untold stories of our time. It also offers one of the greatest investment opportunities for investors today.”

And … “China’s epic hunt for oil doesn’t need much explaining but I’ll state the reason, bluntly: without oil, China’s economy goes back to the Stone Age, fast. And the ensuing civil strife across China would make the Mongolian Hordes look like a Sunday school picnic.”

He paints a nice picture, eh?
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