U.S. Global Investors Global Resources Fund (up 28% past 12 months) Top Stock Picks
Posted on Saturday, July 12th, 2008 | In Current Market News, Stocks to Watch
Contributed by: CEO Blogger (http://ceoblogger.wordpress.com) -
Evan Smith, fund manager of the U.S. Global Investors Global Resources Fund, picked his top three stocks on CNBC on Friday. He believes commodity prices are going to rise for another 10-20 years as emerging markets continue to grow.
The fund is up 43% annualized over the past five years and is up 6% YTD and 28% the past 12 months.
The three picks:
1. Potash
a. Fertilizer company
b. 270% earnings growth in 2008
c. 75-100% earnings growth next year
d. trades at 10x
e. upside is another 50%
2. BPZ Resources
a. exploration development
b. strong revenue growth
c. excellent management
3. Hornbeck Offshore Services
Track stock picks by U.S. Global Investors fund managers at:
Last 5 posts by CEO Blogger
- With its Pension Fund Grab, is it ‘Déjà Vu All Over Again’ For Argentina? - November 18th, 2008
- Exxon Mobil Posts Record $14.8 Billion Profit, Shell Tops Estimates - October 31st, 2008
- Volkswagen’s Racing Shares Fueled by Porsche Investment - October 30th, 2008
- Tight Credit for Farmers Leads to Smaller Crops, Higher Prices and More Hunger - October 28th, 2008
- Business Week’s Gene Marcial’s New Stock Picks - October 28th, 2008
![]() About CEO Blogger (http://ceoblogger.wordpress.com)
CEOBlogger helps investors evaluate companies. |




