Global Investing


Daily blog-form newsletter for US investors interested in diversifying internationally, primarily through ADRs.

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17 Comments on "Global Investing"

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Techiepom
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0
Techiepom
July 3, 2009 11:30 pm
Global Investing, http://www.global-investing.com This is a highly personal newsletter written by a seasoned investor, Vivian Lewis, who specializes in international stocks, drawing on her own research and that of a diverse collection of contacts from around the world. It’s in blog form, written daily, with updates on portfolio stocks as well as comments on the world. The editor travels a lot, in South Africa right now. Great reading, and you feel that you get to really know her. There’s a free version of the letter, the first half of each day’s missive without the stock-specific comments. You can also see,… Read more »
vivian lewis
Guest
0
August 23, 2009 4:26 pm

I am refraining from giving my newsletter the maximum number of stars because I edit it. We sold ORKLY in order to buy Renewable Energy Corp., a subsidiary of Orkla with its own listing, also in Norway. We cannot own every stock in the world and we have to limit our number of positions and amount of invested money.

RNEWF quickly quadrupled. It went up much faster than Orkla. And there is nothing wrong with taking a loss, esp. in 2008 when everyone did.

please visit http://www.global-investing.com to learn more.

vivian, the editor

Kim
Guest
0
Kim
February 12, 2010 10:05 am
This newsletter claims to be “ranked 2nd top performing newsletter portfolio by Hulbert’s Financial Digest for the past decade”. However, latest Hulbert ratings show 11.0% average annual return in the last 5 years, 9.3% in the last 10 years and 10.2% in the last 15 years. This is decent performance, but it is not 2nd top, not even in the top 5. The newsletter lost about 40% in 2008. The newsletter is also not cheap – the current price is $269 and it is going to be increased. “Outstanding Investments” which is ranked first and second in the last 5… Read more »
tom
Guest
0
tom
November 29, 2011 11:47 pm

Global Investing is great but please stay away from this newsletter!

she only talks about her winners with no talk about her losers. never tells you when to sell which is more important than when to buy.

any monkey can pick a stock thats moving up, real talent comes with knowing when to sell – this newsletter will loose you money on trades and the crazy fee you pay to hear “my editor” rant

zygmo
Member
0
zygmo
June 7, 2013 2:44 pm
Ms Lewis brings a unique perspective and hard work to her newsletter. I have been a member for several years and find her advice helpful and profitable, though I do not follow to the letter. ALL results are posted in the historical area, so cannot understand negative comments about that. In addition to her unique investments, her insights into the world are eye opening and worth the cost of the letter on their own. I have at times had email correspondence with her that makes me feel like a unique friend. Yet she always maintains her professionalism. Ms Lewis is… Read more »
sukiepongo
Irregular
0
sukiepongo
September 23, 2013 6:32 pm
I love this newsletter. Unlike pound-your-chest pundits or doomsday prophets, Vivian Lewis assumes her readers are adults. With her unique perspective and super smarts, she brings to the table a breadth of knowledge I find valuable. After just three months, I know so much more about world politics, biotech, finance, and other subjects. Anyone can get her free comments about the state of the world, but you need to subscribe to receive her specifics about stocks. She posts a round-up every Sunday that gives her record, which is excellent, and she responds by email to her readers, which made my… Read more »
jmarkar
Member
3
jmarkar
September 27, 2013 1:19 am
I have to say Linnea’s note summed it up for me pretty well. I have really enjoyed Vivian’s writing style, and have jumped on 3 or 4 of her recommendations. It’s only been 3 months for me as well, and though I am still waiting to see if my picks will turn real profit, none have lost any ground. The biggest value for me is tapping into her international “team” to receive diverse insights into the broader world market, current events, etc. I have only been actively investing for about 5 years.. brought on by the necessities of the crash… Read more »
jcoulborn
Irregular
330
jcoulborn
September 27, 2013 11:53 am
I, like several others here on Stock Gumshoe, subscribed because I’m an Irregular and Vivian, the editor of Global Investing, was trying to get word out on her newsletter. Therefore I only had 3 months of subscriptions, which will clearly alter how I feel about her performance. Vivian writes a daily update, which is filled with some personal commentary, market expectations, and some other analysts opinions. It truly is a global portfolio she runs, with investments as diverse as Chinese biotechs, Irish betting stocks, Israeli oil, and many others. In addition, she does “get her boots on the ground” as… Read more »
davidshelton
Member
3
October 9, 2013 6:39 pm
Like Jonathan’s previous review below, I also had the privilege of being able to “test drive” her service for free for 3 months to help get the word out. It’s hard to add much to the previous review as I agree with it overall. The following are my own views and should thus be taken with a pinch of salt. Vivian is clearly a very well travelled and shrewd lady operating in this male dominated field so she deserves more than a little kudos just for this fact alone. I don’t know if she’s any more “I told you so”… Read more »
prmadm
Member
0
October 10, 2013 2:22 am
Like the other irregulars who have posted their reviews recently, I also received a complimentary “test drive” of the newsletter in exchange for an honest review of the services. The editor, Vivian Lewis, is extremely knowledgeable and well plugged into to world finance and affairs. I enjoyed reading her daily commentaries as they were both insightful and entertaining (I love her wry humor!). She makes a very sound case for all of her recommendations, and provides clear guidance for when to sell. I would certainly recommend this service to anyone that wants to diversify their portfolio with overseas investments. She… Read more »
sportsbiz
Irregular
11
October 24, 2013 12:10 am
Apparently, Vivien Lewis decided that giving out test runs to Irregulars was a cheap and effective form of advertising because, like most of the others here, I too got a three month test. I have to say that it is a consistently enjoyable and educational letter and a bit unusual in that she writes every day with some general comments and reports on news affecting portfolio companies. The only downside to this approach is that I found it a bit hard to distinguish when she was putting on new buys. Once a week you get a portfolio update which is… Read more »
sportsbiz
Irregular
11
October 24, 2013 12:13 am

I meant to give her five stars but apparently operator error resulting in my giving her only four. This is to correct that error.

hedy1234
Irregular
419
hedy1234
November 4, 2013 4:29 pm

First let me say I appreciated the opportunity to review the Global Investing Product.

The writing style was not enjoyable because if was a bit too folksy/personal.

Specific stock recommendations were made but in a way that I just could not get comfortable with. Just did not get a sense for rigorous analysis when making the stock choices.

Some stock selections that affect the overall performance go back more than 10 years.

Recent performance against any index is not offered so I really could not judge the alpha gain potential of the subscription.

bourea
Irregular
0
bourea
November 4, 2013 8:53 pm
• Vivian Lewis is a world traveler that does a good job of locating interesting investment options. She has many expert international contacts. Her picks are unique and off the beaten path. Many investment letters have very similar styles, themes and picks. By subscribing to the Global Investing newsletter you will get something different, intriguing foreign picks. Vivian is a good writer and her writing style is fun to read. I invested in 2 of her picks and they were all in the money at the time of this review. Definitely check out her website http://www.global-investing.com/. The introductions to her… Read more »
jmarkar
Member
3
jmarkar
November 7, 2013 6:38 am
Like others here I took advantage of a trial membership and have completed it with the intention of signing on for a year. I have been enticed by Vivian’s colorful style, which is a framework for solid facts from around the world… stories, politics, and an eclectic array of stock opinions, most of which are fed by her network of friends and associates derived from her own travels and experience. I like a newsletter that reads like a compelling conversation at dinner… laced with both facts and color. She has a sense of history of the investments and like any… Read more »
jossian
Member
0
jossian
November 15, 2013 3:08 pm

Vivian Lewis comments at least one time per day and you can follow some of her comments prior to subscribing at http://global-investing.com

smhon
Irregular
1
December 23, 2013 1:43 am
Recommend for the serious individual investor who does not readily accept what the talking heads are saying and needs a succinct overview of developments in the global markets but lacks the time to read and follow the mountains of research material. The contents are extracted from a variety of sources and even other newsletters which I found was an efficient way to get updates as it covers stocks and markets including those not so commonly found in newspapers. Also liked efforts to be upfront such as the disclosure of retrocessions from Bullion Vault. Editor Vivian Lewis runs a tight ship… Read more »
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