mkreisel

What to Buy and Why: Barron's 2009 Roundtable, Part I

Eli, did you read the score card at all? Some of them made big money last year, contrary to your "let's see - it doesn't look like any of them made money in 2008"!

MARC FABER'S Picks:
Company Ticker 1/4/08 12/31/08 Change
Currency Pair Trades
Short the British pound/Buy the Yen £1=¥211.97 £1=¥131.99
Short the Euro/Buy the Yen €=¥160.09 €1=¥126.70
Buy the U.S. Dollar/Sell the Euro €1=$1.47 €1=$1.40
Investments
Short: Emerging Markets
Buy: ProShares Short MSCI Emerging Mkt. EUM $75.40 $78.60 4.2%
Short: iShares FTSE/Xinhua China 25 Idx FXI 54.54 29.09 -46.7
Buy: ProShares UltraSht FTSE/Xinhua China 25 FXP 82.51 35.35 -57.2
Buy: iShares MSCI Japan Small Cap ! SCJ 49.94 39.95 -9.8
Short: DryShips DRYS 73.17 10.66 -85.4

FRED HICKEY'S Picks
Company Ticker 1/4/08 12/31/08 Change
SPDR Gold Shares GLD $85.13 $86.52 1.6%
Agnico-Eagle Mines AEM 57.93 51.33 -11.4
CURRENCY PAIR TRADE: Long
CurrencyShares Jap Yen Tr FXY $92.11 $110.09 19.5
CURRENCY PAIR TRADE: Short
British Pound £1= $1.97 £1=$1.46
Short (Buy Puts)
Research In Motion RIMM $103.35 $40.58 -60.7
Amazon.com AMZN 88.79 51.28 -42.2

FELIX ZULAUF'S Picks
Company Ticker 1/4/08 12/31/08 Change
Short
Consumer Discretionary SPDR XLY $30.84 $21.57 -30.1%
iShares DJ Stoxx 600 Auto & Parts SXAPEX.Germany €33.27 €19.81 -40.5
British Pound/U.S. Dollar £1= $1.97 £1=$1.46
British Pound/Swiss Franc £1=2.19 CHF £1=1.56 CHF
Long
Gold (per ounce) (spot) $859.60 $882.05 2.6
Sugar (per pound) (Mar '08/Mar '09) 0.11 0.12 9.1
Cotton (per pound) (Mar '08/Mar '09) 0.69 0.49 -29.0