Glenn Rogers

Terex: Big Infrastructure Winner

Riskier but more leverage


On 2008 Jun 12 11:19 PM Glenn Rogers wrote:

> Great pick, I will be following this one, how do you think this compares
> to CAT?

Perrigio: Looking Forward to Market Beating Health Care Rewards

Head office is in Isreal

China Related Stocks Face Possible Pullback After Strong Run

I agree any pullback is likely to be short term. If we do get a chance to buy lower I would load up again.


On Jun 01 10:37 AM Mad Hedge Fund Trader wrote:

> Any pull backs will be short term only. Investors which took my New
> Year advice to load up on emerging markets are now facing the vexing
> problem of what to do with all of their new found wealth ( www.madhedgefundtrader...
> ). The emerging market ETF has soared by 57% to $33, and two of my
> favorites, the China ETF and India ETF’s, have doubled from their
> bottoms. The average emerging stock market is now up 50% on the year.
> The good news is that I believe this is just the down payment on
> a multiyear, tenfold move for many of these markets. The bad news
> is that all of these markets are way overbought on a short term and
> technical basis, and that we have to expect pullbacks this summer
> that could give up as much as half of the recent move. If you are
> a trader, take the money and run. If you are a long term investor,
> no pain no gain. I don’t think any of these high growth plays are
> going to revisit the 2008 lows. Those were once in a century bottoms.
> This is the only long equity exposure you should have for the next
> decade.

Terex: Big Infrastructure Winner

Great pick, I will be following this one, how do you think this compares to CAT?