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"Go long agriculture and water and go to the beach," says BlackRock CEO Larry Fink, "put those...

"Go long agriculture and water and go to the beach," says BlackRock CEO Larry Fink, "put those investments in the bottom drawer for 10 years." Noting Israel's recent gas discovery, Fink believes energy will be less profitable. "They're finding lots of ways to find new energy." PHO +0.9%.
Comments (9)
  • elliotz
    , contributor
    Comments (251) | Send Message
     
    Couldn't agree more, Water, Agriculture and some hard commodities will probably be the best investment for a decade to come.
    31 Jan 2011, 10:36 AM Reply Like
  • Frank Choi
    , contributor
    Comments (115) | Send Message
     
    To merely go long these commodities, you're really not helping to provide any solutions to creating innovative answers to food and water. Instead you're just adding to the pain that many feel unnecessarily in the process as this kind of mindset will drive up prices beyond their regular supply/demand factors.

     

    You want to consider this an investment, then go ahead and invest in companies that are coming up with the solutions and not the commodity itself.
    31 Jan 2011, 10:38 AM Reply Like
  • elliotz
    , contributor
    Comments (251) | Send Message
     
    Frank you are 100% right that is why I have been invested in water distillation companies for about a year in a half now and in terms of commodities I love companies that are able to improve crop yields because land is limited and the world population as well as their tastes are growing so any company that can help farmers improve their yields will be in big demand.
    31 Jan 2011, 11:19 AM Reply Like
  • surfgeezer
    , contributor
    Comments (6710) | Send Message
     
    Yep, and you get a nice divvy with TNH. Nothing wrong with Oil royalties and or pipelines either. Water is hard to get yield, any suggestions?
    31 Jan 2011, 11:43 AM Reply Like
  • Micah
    , contributor
    Comments (463) | Send Message
     
    Does anybody have any creative ways on how to play this? I know the usual suspects of $POT, $MON, $MOS, $DE, etc for ag and $VE for water - but they all seem like highly volatile names. I would like something similar to the MLPs in volatility and yield from these sectors. Any suggestions?
    31 Jan 2011, 10:40 AM Reply Like
  • elliotz
    , contributor
    Comments (251) | Send Message
     
    Water you can take a look at AWK,AWR,PLL(popped about 10% today on takeover speculation) if you want an etf you can look at CGW but be careful the volume on it is pretty light, CWT is another one you can look at. PHO is another water ETF, in terms of ag there is a ton of ways to play ag besides the names you mentioned just do a lil research. Best ag play in my opinion are those that are directly involved with emerging and frontier markets. Good luck.
    31 Jan 2011, 11:24 AM Reply Like
  • DianeLee
    , contributor
    Comments (346) | Send Message
     
    Psbly ANDE (Andersons) who handle, store, move the grain
    31 Jan 2011, 11:27 AM Reply Like
  • Tschurin
    , contributor
    Comments (313) | Send Message
     
    If water really gets scarce, I presume that governments will nationalize whatever private holdings there are.
    31 Jan 2011, 11:39 AM Reply Like
  • elliotz
    , contributor
    Comments (251) | Send Message
     
    I highly doubt that because water itself will not get scarce but rather usable water will get scarce. If the gov does nationalize private companies that are involved in distillation( which I highly doubt will happen) what exactly will that accomplish for them?
    31 Jan 2011, 12:04 PM Reply Like
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