Emerging Markets Consumer Titans (ECON) – $22.85
ECON is a play on the emerging markets, which is where most of the global growth is coming from. The demographics in emerging markets is much better than in the developed world, as many have large populations of young people just entering their peak spending mode. ECON is special in the fact that it focuses on the emerging consumer in emerging markets.
Stocks previously mentioned
Great Northern Iron Ore Properties (GNI) – $147.00 (first mentioned at $131.71)
GNI receives royalties on mineral production and is a dividend play with a current yield of 11.25%.The company has generated 58 consecutive quarters of positive cash flow with cash flow now at a 14 year high.
Healthcare Properties (HCP) – $36.21 (first mentioned at $34.25)
HCP is a REIT that invests in real estate focused on the aging baby boomer population such as senior housing, life sciences, skilled nursing, etc. HCP currently yields 5.5%.
Silver Wheaton (SLW) – $36.70 (first mentioned at $36.85)
Silver Wheaton is the largest silver streaming company with a market capitalization of $12.20 billion. SLW has contracts to acquire silver production at $4 per ounce and gold production at $300 per ounce and has been able to increase its silver and gold production by approximately 49% over the last nine months. With continued economic and the dollar expected to stay under pressure, both gold and silver will stay strong.