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100 Stocks to Offset Rising Food Prices [view article]
I just read this on April 8th, i had somehow bought CALM @ re $20,and own BG, POT, & MON. They have all done well! This guy was right on the money! I am looking into some of his other suggestions... ReplyEditors
General Discussion on LNDC
Is this a buy or a sell? Reply100 Stocks to Offset Rising Food Prices [view article]
Good information, now I can set up a defensive strategy for my portfolio in this inflation envionment. Reply8 Key Investment Themes for 2008 [view article]
Buy Gold Ishares IAU for a gold pure play ReplyMatt Callow's 2008 Investment Themes: So Far, So Good [view article]
See my disclosure above. ReplyMatt Callow's 2008 Investment Themes: So Far, So Good [view article]
Did you put your own money in ? ReplyMatt Callow's 2008 Investment Themes: So Far, So Good [view article]
Your themes 2, 3, and 4 are currency vehicles -- I find I would not be able to compete with professionals on FX dealings. Ditto for 8, which, I was told, was (when I tried to do, 2 or 3 months ago) open only to professionals. Thus, one is left with only themes 1, 5, 6, and 7 -- and your gain for the week would be rather modest: -1.18% + 7.9% - 2.53% = 4.19% or 1.4% on average for the 3 themes (excluding gold, since you took no position). Still, my congratulations.4 Reply
Matt Callow's 2008 Investment Themes: So Far, So Good [view article]
Thanks Matt. I am trying to educate myself on being proactive in a bear market. Reply8 Key Investment Themes for 2008 [view article]
It is grammatically incorrect to state that "the Yen cannot afford to cut... and may actually raise rates towards the end of 2008". You mean the BoJ of course!!! Reply8 Key Investment Themes for 2008 [view article]
I don't think very soon the China bubble will burst unless there is any external factor that will severely impact the economy of China. Up to date it is having said that China is one of the fastest and best growing economy in the world and investing money in this best performing economy according to me is not risky but infact one can make great returns.Mike
stocktrading-investmen.../
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8 Key Investment Themes for 2008 [view article]
Good article. AS to China take a look at ASIA,CNOA,& KONG too Reply8 Key Investment Themes for 2008 [view article]
One thing about chinese real estate : the gov't seizes property from people and gives it to the developers. its pure theft, no re-compensation.youtube.com/watch?v=wg...
I think there are many safer and more moral businesses in china for me to invest me. Reply
8 Key Investment Themes for 2008 [view article]
Just a follow up for those who actually read the comments. First of all, thanks for all the positive comments. I wasn't expecting Seeking Alpha to make this article their headline story of the day. I did want to point out that the Loonie call was the toughest one for me to make. It does fly in the face of a lot of professional calls right now. Don't forget, I will be making this play selectively throughout the year. Also, please keep in mind that although I have eight separate plays, several are tied together, limiting the diversity. For example, rising gold should cause the dollar to push lower which should benefit all the currency plays I mentioned. So if my 2008 picture is inaccurate, this portfolio will be ugly at the end of the year. But I think my sight picture is pretty clear, and I hope it raises some opportunities for you this year. ReplyJacome
8 Key Investment Themes for 2008 [view article]
you forgot TNH, MOS, TRA for your agro picks.MOS, AGU are both rumored targets for POT.
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8 Key Investment Themes for 2008 [view article]
REIT's may bounce back. The housing crisis can't go on forever.I'd skip China: 1) Untrustworthy non-democratic Govt. 2) Untrustworthy accounting 3) enviromental catastrophies looming 4) Horrible, horrible product quality standards. India/Brazil safer, if you want to play the 3rd world. Reply