Alexander Green is pitching a teaser for his new service, claiming to have identified “Three Stocks to Lead the Recovery.”
And April 29 is just a few days away, so I thought I should finally have a look at this big teaser ad for the Oxford Club’s New Frontier Trader. The Oxford Club is one of the bigger “entry level” financial newsletters (their letter is actually called The Communique), and probably serves as the introduction for many folks to the vast octopus of newsletters published by or partnered with Agora.
So this is yet another of the “upgrade” newsletters that are always available for subscribers to basic $50-$100 newsletters — in this case, The New Frontier Trader is “regularly priced” at $2500 but available now for $995. It seems rare to run across anyone who has actually paid “retail” for the more expensive newsletters, but that’s neither here nor there.
What is here is a pitch for three companies that the New Frontier Trader is touting for us potential “charter members” (and yes, “Charter Members” can also be interpreted to mean, “we don’t have a track record yet”). With this “trading recommendation” service, Alexander Green is said to be looking for international “momentum stocks” and the “headline-making” stocks in foreign consumer markets.
Green throws some charts and graphs into the ad, making the case for this current market as a potential repeat of the 2002 V-shaped recovery, at least for his foreign stocks — essentially telling us that “the worst is over,” which is, of course, exactly what we want to hear (or what I want to hear, anyway).
And he’s picked out “three companies to lead the recovery,” so we’ll be scoping out the clues provided and telling you who they are — assuming, of course, that you weren’t planning on being a charter subscriber to his newsletter and finding out on your own.
But first, I have some bad news. That April 29 date? Apparently that’s just the deadline for this “special offer” from the newsletter — Green does think that these three companies will make headlines “in the next few weeks,” but as far as I can tell the specific date is otherwise meaningless.
So we’re told that…
“… right now, Alex is looking at three companies that he considers to be perfect candidates – each one could give you the chance at triple- or even quadruple-digit gains in just a few short months. ”
And then, the teasers … clues, please!
“Frontier Play #1: Latin America’s Telecom Explosion
“Expected Gain: 567%
“This Latin American Company began operating only eight years ago. But they’re quickly becoming the largest communications provider in Latin America.
* “In Brazil, they bought up two small wireless companies and merged with another. That gave them a nice base of 2.2 million subscribers…which they promptly turned into 30.2 million.
* “In 2003, they acquired a controlling interest in an Argentine mobile service provider with 1.3 million users. In just five years, they’ve expanded that number to 14.3 million.
* “Just last year, they decided to tackle the Caribbean market. Acquisitions in the Dominican Republic and Jamaica delivered a base of 3.5 million that could easily double in the coming year.
“Shareholders are reaping the benefits. In 2008 alone, investors raked in $3.15 billion in shareholder distributions.
“With plans to target other rapidly expanding frontier markets like Nicaragua, Ecuador, and El Salvador this year, the payoffs could only get bigger. “
This is America Movil (AMOV on Nasdaq, AMX on the NYSE for the ADRS, NYSE has higher volume), the engine of wealth for Mexican billionaire Carlos Slim Helu — yes, the same guy who has spent the past couple years jousting with Bill Gates and Warren Buffett for “richest man in the world” honors. He’s third this year, but that gazillionaire trio still holds a pretty good lead on fourth-place Larry Ellison and the crew of “20 billion” guys like the dude who founded Ikea, the reclusive German supermarket guy, and a handful of Indian conglomerate founding families.
America Movil (forgive the absence of accent marks throughout, please, I never get those right) has also been one of the real darlings of emerging markets investors for the last several years — well, until 2008, at least, when th