More signs of life in equities. Intel INTC expecting Sales to rise.

Strong Growth in China, strong Growth in Japan. I will not buy this stock - there are more appealing bargains in my commodities sector. But the story is interesting and it is talking about Asian economy health. Intel produces chips which are used mostly in Asian Electronics producing countries. Orders for chips are placed before production cycle and bullish guidance is very important: producers are not expecting End of the world in the next 6 months. Stock itself is like value play with 3.5% dividend. It is more then 10 year treasury bond! Another bullish sign of extreme valuations.

If you ask me what am I looking for: for more value: I do not like to be restricted to consumer even in Growing Developing markets. I like solid production cycle in infrastructure developments like Power plants in China and Electric grids in Russia, China and Brazil. Like pumps in Oil Pipelines. Markets up or down they will be built. What you need is Copper. Now Freeport-McMoRan Copper & Gold Inc FCX is trading at 30 dollars with 6.5% dividend! Yamana Gold AUY is even more leveraged to the price of Copper.

So it is again ends with a Question is it the end of the world or a Buying opportunity of a lifetime?

Future rich and poor people are answering this question these days all over the world.