From the Desk of Mike Ward Yingli Energy Is Already Up 11% So Far Dear Money Morning Reader, I've been telling you about some potentially blockbuster recommendations that Investment Director, Keith Fitz-Gerald just uncovered this week. Well, as of this morning, his first pick, Yingli Energy, is already up 11%! But the window to take advantage of these "doublers" is only open until next Monday. So there's little time to waste... Right now, Keith has 5 "Screaming Buy" picks... remarkable companies, says Keith, and each one could literally double this year, if not within months. Miss them now, and the "regret train" could be a long, long ride. Here's what Keith says: "Five long-term picks at the same time like this is a rare occurrence. But sometimes the markets move in a way that the opportunities just fly at you and you have to catch them. It's been feast or famine lately... And right now the feast is on." I know... It almost sounds too good to be true. But I take Keith at his word. And his track record helps to explain why... (Right now, for example, he's 9 for 9 with recommendations from his Geiger Index research service.) He's a guy who doesn't get excited easily - unless there's something of great concern to get excited about. And that happens to be the case right now. These "doublers" are all based around the infrastructure and government spending trends in China - but they're not all Chinese companies. They're simply perfect ways to play the most important emerging trends in China. They're all extremely easy, long buying positions on stocks that take advantage of something Keith calls "Because of China" opportunities. What's unprecedented is finding 5 companies all at once. But that's just the way the markets work, says Keith. This small window has created a feast of near historic proportions. "These kinds of companies," says Keith, "at the price points they're at... you will absolutely kick yourself in 1 year... 2 years... 5 years if you don't own them right now." Let me show you what he's looking at... "Easy Double" #1: The shipping company China NEEDS to Keep Growing... The $585 billion Chinese stimulus plan is already creating an estimated 100 million tons of steel demand... $220 billion will be invested in infrastructure, such as railways, roads and airports, and $150 billion will be used for post-earthquake reconstruction in Sichuan. Yearly investment for post-earthquake reconstruction will be $60 billion, $66 billion, and $34 billion for 2009, 2010, and 2011, respectively. And all of these projects will require mountains of steel. According to Sichuan government sources, earthquake reconstruction efforts alone will require 37 million tons over the next three years. But this is where it gets really interesting. Currently, Chinese steel inventories are estimated at only 11 million tons - less than one-third of what's required. So where does this company fit in? It's a dry bulk shipper providing a crucial link in the country's supply chain for iron ore. It's got a double-digit yield and a safe payout ratio of 23%... And it's currently trading cheap, in an industry Wall Street is overlooking at the moment, which means it's poised to hand us an easy double... "Easy Double" #2: The world's cheapest solar power manufacturer... China has gobs of cash and they're not afraid to spend it, especially on things that the country needs to meet its continued growth and prosperity - like clean energy. The Chinese Central Government recently announced they were going to be spending as much as $30 billion to support green programs as part of its new stimulus package. And that's good news for this company. When increasing demand for oil (along with inflation) starts to push the price of oil higher as part of a global recovery... these shares should take off. Even with energy prices falling like rocks in late 2008, this company posted a 62.5% increase in quarterly earnings. Not to mention, it beat 3 of the last 4 earnings estimates by an average of 27%. And the numbers read like a value investor's dream, trading at a ridiculously low forward PE ratio and PEG. The market can be short sighted when it comes to very obvious macro trends, but that's okay with us. You could sneak into this position and be sitting on profits a year from now. "Easy Double" #3: A large oil company about to go on a government backed spending spree... While most major integrated oil companies are cutting back spending in the face of lower oil prices, this one has been given a green light and a blessing from the Chinese Central Government to go on a global shopping spree that capitalizes on global weakness and generally low energy prices. With roughly 7.5% of its share price in cash, it definitely has the spending power to gobble up assets all over the world, from Indonesia to Africa and all points in between. And the numbers suggest that no other oil company is nearly as profitable. Case in point, according to the latest figures, the offshore oil and natural gas explorer has a jaw-dropping profit margin of that crushes other players. Plus its yield is a juicy and compelling 4.7%. And as the price of oil rises to $55, $65, $75 or even $85 a barrel, this company will still be sitting on reserves of $50 oil, creating extreme leveraged profits. "Easy Double" #4: Collect your share of the cash explosion in China Generally speaking, the Chinese love gambling and games of chance, which is why Macau is in such an interesting position - literally. More than 3 billion Asians live within a five-hour flight radius. Unlike most casinos in Macau that have ties to western chains such as MGM, Wynn, or Sands, this company has zero exposure to the crumbling casinos in Las Vegas that are nearing default. This new casino is fully financed. Operating margins could increase this year and may exceed 10%, particularly if there is any recovery impetus at all. And by the famous Benjamin Graham price-to-book valuation metric, it's dirt cheap. Oh, and I almost forgot, a whopping 38% of shares are owned by insiders. "Easy Double" #5: The lucrative language company... Consider this: There are more English-language students in China than in the U.S. And no wonder. Skilled Chinese workers with even a basic command of English make 25% more money than their counterparts who can't speak English. And that bodes extremely well for this company, which is not only assuming the de facto leadership in conversational English instruction, but state level testing, too. Growth remains impressive with quarterly year-over-year figures and quarterly revenue increases both over 40%. Return on equity is a healthy 18.98%. Every time Keith goes to China he hears more and more people speaking English... which shows through the company's 1.3 million enrollments in 2008, and online network of 4.5 million users. Each one of these companies is cheap right now - so cheap, we may never see these valuations again in our lifetimes. Each one is rapidly expanding its market share, sales, operating margins, and profits. And each one is in a nearly recession-proof situation. But here at Money Map Press, we're never too surprised when a huge opportunity emerges from China. And that's especially true now. China is poised to emerge from the global crisis stronger and more profitable than ever. Consider... Its banks have not been caught short by engaging in the CDO/CDS markets that drove western banks to the edge of financial oblivion. Asian banks as a whole learned their lesson in 1997 during that region's financial crisis. Chinese interbank lending, with some $1.4 trillion in U.S. assets and another $500-$700 billion in U.S. Treasuries, has continued throughout the entire credit crisis. It has not locked up as it has in the West. This means that Chinese businesses, particularly high-quality companies, still have plenty of financial fuel for growth. China has reciprocal trade agreements in place with many Asian nations, including Japan, India, and Singapore. International trade relationships in the region will supplant relationships that formerly extended across the Pacific, and more than make up for a slack in demand from the U.S. and the EU. This serves as an additional recessionary bumper guard. Plus, China's nearly $2 trillion in reserves is the largest stockpile on the planet. As a percentage of GDP, that works out to more than 30%; by contrast, the U.S. is now less than 5%, depending on which figures you review. When China spends this money, it will dwarf any other investment trend the world has ever seen, and will likely be the largest single liquidity event in mankind's history. And here's something that most Western observers fail to grasp - those trillions will get spent regardless of what happens in the U.S. and the EU... regardless of our recession... and regardless of our credit crisis. And that means that China stands to be the most important long-term investment opportunity for years to come. But again, right now is the best time we've ever seen to enter this market. It's a rare window where the best companies are cheap, and the sky's the limit. Says Keith: "In every investment cycle there's a unique point in time where you need to be in the game... otherwise you're out and you can't catch up. Right now, odds are that we're near the bottom of the investment cycle which means the risk of missing upside from here is greater than the risks of more downside." So how can we be so confident? I've already told you many of the reasons, but here are some more... China is the one and only country that could lead the way out of the current situation, eventually pulling the world along with it. China maintains over 34% reserves in proportion to its GDP - the highest on the planet. It's literally the only country in the world that can spend its way out of the financial crisis. The latest figures reflect China's target of 7% growth may actually be conservative, thanks to the government's $585 billion stimulus package, dumping a mountain of cash on infrastructure, consumer goods, and energy, just to name a few. No wonder JP Morgan recently got onboard and sent a note to its clients saying China is a "must buy." And it's not a great buy "even now"... it's a great buy "especially now." Remember back in 2000 when everyone "knew" China was going to fail? Their currency cratered and its exports fell by 35%... So what happened? China's GDP dropped by less than 1%. It got by with barely a scratch. Not only did China survive, but those who invested along side Beijing as a means of digging out went on to make huge profits for the remainder of the decade. If you strip out the dates, the headlines we're reading now are practically the same... Rarely do we get second chances in the markets. But if you didn't invest in China in 2000, this could be your chance to do so at historic levels. We've been telling our subscribers about China's long-term potential for years. China's dominance of the world economy is not an opinion anymore; it's fact, and it will be for decades to come. The best news: Keith has just unearthed five potentially perfect ways to ride the wave, starting now. We Want to Send You These Five Plays To Help You Recover Your Portfolio... Two short days ago, he unveiled them all to readers of his elite research service, the New China Trader. Already his readers are able to get in on these five companies, and the stocks are beginning to move as I write. That means there's a small window of opportunity for you to join in the coming potential profit ride. How? Simply take Keith's research for a "test run." And given the unique - and timely - situation, we're going to make it very, very easy for you to do so. The New China Trader teaches you everything you'll need to take advantage - including the "five doubles" recommendations, right down to the stock symbols. After that, it only gets better! Through regular e-mail updates, live teleconferences, web summits, and exclusive "in the field" reporting, live from Keith in China, (not to mention his contacts on the ground there all year long), we are committed to bringing New China Trader subscribers the most up to date, informative, and valuable research possible. Bottom line: Our only mission is to help you make more money. And we believe this is THE best way to make money right now, and possibly for years to come. So we've created a very special offer for you. As a subscriber to Money Morning, you'll receive full access to the New China Trader immediately for only $895. That's more than $2,000 off the "regular" price others have to pay. This offer will be last for a very short time. Waiting to get in on these "because of China" bargains after that just doesn't make much sense. By then, the stock prices could easily have run up, and your margin for gains will already be reduced. But by getting in today, before these plays skyrocket, you could be looking back one year, two years, five years from now, and know it was one of the best decisions you ever made... while others are still scrambling to catch up. Just GO HERE to take advantage, or call our VIP team during business hours at 888.570.9830 or 410.454.0498 and mention Priority Code ECHNK407. It's a rare opportunity that comes along only once in a blue moon... at a price that will never be offered again... on an opportunity for 100% gains on any grubstake, big or small... There's never better a better time to take the bull by the horns... Sincerely, Mike Ward Publisher, Money Map Report