Hi Bill, <<Any thoughts on ANY US companies that might BEST survive>> ... my largest US equity position is NEM, at 2.98% of gross asset (my average individual equity position is about 0.37% of gross asset per position).
As to <<US companies ... either through foreign outsourcing or foreign sales?>>
To declare context, I hold the following US shares achamchen.com :
AIG, ARLP, BG, BPT, EC, XOM, HGT, MRK, NAT, NEM, PAL, PFE, SJT, TK, VLCCF, WMT
I think GE’s manufacturing side (China sourcing/global sales) and WMT (China sourcing) should do OK, if US politicians do not punish them), and AIG (China sales and global financial shenanigans) should do OK if they do not get blown up by accident, along with GE’s financial portion, plus Fannie and Freddie.
For a pure China-sourcing/Global-brand gamble, AT Cross finance.yahoo.com may fit the ticket, genuinely loaded with cash, effectively devoid of debt finance.yahoo.com , solidly controlled by a conservative family finance.yahoo.com , sporting a great brand, not particularly followed finance.yahoo.com , and doing this biz.yahoo.com “A.T. Cross Moving Pen Production to China” ... almost forgot, their pens are highly visible in Chinese market as well.
My largest equity position is Lumacom, at 5.56% of gross asset, an Australian penny media/advertising stock Subject 53628 whose manufacturing is outsourced to a Taiwan company's China factory.
The LUM.AX position organically got goosed by mania and madness from my purchase price of AUD 0.065 back late last year to AUD 0.73 today. They will supposedly light up #4 Times Square totiusmedia.com in NYC with Chinese manufactured idiot lights, which will no doubt be a winner with the Wall Street crowd who get amused by the same lights :0)
My latest gamble is Saskatchewan Wheat Pool
Message 19427737 , at 0.28% of gross asset, and await others to bail me out ;0)
SWP.B has export sales and China needs food to feed the workers that make the idiot lights to amuse the Wall Street crowd :0)
Chugs, Jay |
