Editor and founder of Global-Investing.com
Contributor's Links: Global Investing

Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks.

After graduating from Harvard magna cum ... more

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E End-Of-The-Week Earnings Results
A roundup of reports affecting our international investments, including Kennedy Wilson, Cosan, Royal Bank of Scotland, Mexichem, AIA.
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E The Norsemen And Mounties Are Coming
With a holiday coming, equity traders are busily locking in some recent wow profits with sales, taking down the markets to take some money off the table worldwide.We also have a new stock pick in anticipation of St. Patrick's Day, from Ireland.
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E Global Company News: Allianz, BLX, Mazor, Fibra Uno, Cosan, Shire
Checking the reports of six companies in Europe, Latin America and Israel.
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Copa Gets Earnings Bump
The airline's shares really took off today, because earnings and revenues rose very high.
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E Compugen Reports Earnings; CEO To Retire
Compugen Ltd, the Israeli startup in predictive discovery of immuno-oncology drugs, reported early today.
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Tata, Cameco Report
Today we talk about 2 quarterly results from companies using a fiscal year ending in March, one good, and one less so.
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Comments

Latest Comments
Consider Diversifying Your Portfolio By Investing In Japan - Here's Why
11 days ago

My Japan reporter and I are working on it. Meanwhile we own two Japan #ClosedEndFunds which unlike #ETFs trade at discounts to their net asset value.

In this article: HEWJ
Consider Diversifying Your Portfolio By Investing In Japan - Here's Why
11 days ago

why buy a fund, hedged or not to the yen, rather than a single stock with good growth of sales and profits regardless of the currency's moves?

In this article: HEWJ
Teva CEO Vigodman Is Out
19 days ago

correction. I bought my most recent shares of Teva last month at $30.95 -- in my hurry to beat the mob Monday night I misremembered.

In this article: TEVA
War Is Declared - China Just Dropped The Warning Yuan
2 months ago

Overnight on Dec.6-7, there was a scary episode which showed what this might mean when the Chinese #renminbi fell sharply. It seemed like a deliberate devaluation to show Pres.-elect #Trump who controls China's exchange rate policy. But in the end, it turned out to be a fat fingers goof perpetrated Monday night by a UK money brokerage, ICAP plc. Here again we dodged a bullet, as for some years we owned the ADR, $IAPLY. But in fact the bullet dodged was by the whole world, because a deep renminbi devaluation could have caused a major international incident with the future US Administration, and a test of Trump's temper. Luckily it was just an error by markets.

ADRs Best & Worst Report - Monday, Nov. 7
3 months ago

there are no ADR from canada as they cross the border naked. There is not need for a depositary so there are no ADRs,.

In this article: ENI, GFA, GSH, IRS, IX, KUBTY, LFC, LFL, RIO, SBS, SID, SMI, TTM, YZC, ADDYY, DNZOY, NHYDY, SEOAY, MPEL, JOBS
ADRs Best & Worst Report - Monday, Nov. 7
3 months ago

how do you define services which seems to include railroads and airlines. Consumer goods runs from sneakers to autos. You did separate banks and insurance.

and while we are at it, how many pink sheet ADRs are in your universe?

In this article: ENI, GFA, GSH, IRS, IX, KUBTY, LFC, LFL, RIO, SBS, SID, SMI, TTM, YZC, ADDYY, DNZOY, NHYDY, SEOAY, MPEL, JOBS
Global Roundup: Roche, Vale, Novo Nordisk, Teva, Benitec Et Al
4 months ago

thanks for your reply, Mr. Hanshaw. The reason was that NVO reported good numbers but that then the new CEO also issued a warning that US profits would be lower in the 4th quarter. That took Novo down in its Danish homeland.

Then, as we all know, the FBI said it was looking into more Hillary Clinton-linked emails and the US market sold off. I was not on the job because I had to go to a cousin's funeral but I will be writing about Novo-Nordisk results and outlook on Monday when I am back at my desk.

The Bloomberg Businessweek article was about insulin used to treat children who have diabetes. The main reason I recommend Novo is that it is a specialist in other forms of insulin to treat old-adult-onset diabetes and also associated weight gain, a growth drug market not just in the US but also in many other countries which are now rich enough so people can over-eat foods that are not good for their health. The diabetes epidemic is most rapidly spreading in formerly poor countries with a taste for sweets, like Mexico, India, and even China.

So unfortunately for peoples' health but fortunately for Novo which is a specialized drug company whose products are mostly for diabetes the insulin and replacements market is growing fast.

In this article: RHHBY, VALE, GSK, NVO, TEVA
Shock Jocks On Macro-Economics And Diplomacy
6 months ago

you're welcome. My conclusion is that he really believes helicopter money can in principle produce good results if handled properly with the central bank signalling that this is a one-off, and then leaving it to the private sector to respond to the stimulus by spending, hiring, etc.

Mr Llewellyn in the former deputy chief economist of the OECD in Paris who left to join the private sector about the time I moved from Paris. He was hired, alas,

by Lehman Brothers and started his consultancy after that went wrong. I think he is an intelligent economist but my initial reaction to that paper was that it was aimed at boosting his client list. But nobody seems to have reacted to it except me, so that is probably unfair.

Shock Jocks On Macro-Economics And Diplomacy
6 months ago

I asked John Llewellyn to reply to your remark on sterilization. Here is his note for you:

1. Issuing bonds to pay for government expenditure is an essentially sterilised operation: borrow form Peter to lend to Paul.

2. Helicopter money is a one-off event (in principle). An expenditure gets financed by the central bank, and then that exercise stops.

3. However, if the private sector responds to that stimulus, then a number of things – GDP, the money supply, employment etc. – are permanently higher. Which in present circumstances many, perhaps most, would see as a good thing.

As for Nigel Farage and The Donald, neither of us has any expertise to comment.

Terrorism By Truck; Diplomacy By Insult
7 months ago

great stuff as I wrote it!

1 to 10 of 65 comments
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STOCKS I FOLLOW

AGU Agrium Inc.
AWF AllianceBernstein Global High Income Fund Inc.
AXP American Express Company
AZSEY ALLIANZ SE
BAESY BAE SYSTEMS SPONS AD
BCE BCE Inc.
BLX Banco Latinoamericano De Comercio Exterior S.A.
BNS The Bank of Nova Scotia
BNTC Benitec Biopharma Limited
BP BP p.l.c.
BVNRY Bavarian Nordic A/S ADR
CAE CAE Inc.
CCJ Cameco Corporation
CGEN Compugen Ltd.
CMDXF COMPUTER MODELLING
CZZ Cosan Limited
DGRLY DELEK GROUP ADR
EC Ecopetrol S.A.
EMF Templeton Emerging Markets Fund (Delaware)
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
FAX Aberdeen Asia-Pacific Income Fund, Inc.
FCO Aberdeen Global Income Fund, Inc
GLD SPDR Gold Trust ETF
GSK GlaxoSmithKline
INFY Infosys Limited
ITRN Ituran Location and Control Ltd.
JFC JF China Region Fund Inc.
JOF Japan Smaller Capitalization Fund Inc.
KF The Korea Fund Inc.
MFD Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MXCHY MEXICHEM SAB DE CV
MXE The Mexico Equity And Income Fund Inc.
NOK Nokia Corporation
SAN Banco Santander S.A.
SAP SAP AG
SAXPY SAMPO OYJ UNSP ADR
SLB Schlumberger Limited
SQM Sociedad Qumica y Minera de Chile S.A.
TRYIY TORAY INDS INC ADR
TTM Tata Motors Limited
VALE Vale S.A.
VOD Vodafone Group plc
VR Validus Holdings, Ltd.
VZ Verizon Communications
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Vivian Lewis
Global Company News: Allianz, BLX, Mazor, Fibra Uno, Cosan, Shire VOP64 $BLX more
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PERSONAL BLOG

Latest Posts
Why I'm Scared
Affected companies were up, down, and sideways at the end of last week.
What If Donald Trump Loses The Election?
Trump has refused to commit to a smooth transition of power should he lose the upcoming election. Here's my theory on what will happen should Clinton be declared the victor.
How I Would Vote In Israel
Normally I would not get into politics in the Holy Land, leaving the election to my six Israeli first cousins and their offspring. But after my own country's politics were disrupted by an unprecedented Israeli intervention I feel I have the right to retaliate.
1 to 3 of 3 Posts

Work Experience

Education

Harvard
AB magna cum laude, Phi Beta Kappa
1948 / 1962
History

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