ValueInvestor

Agricultural Commodities a Great Opportunity - Marc Faber

Quite true Jordan.

Also, we now have more advanced green houses that are able to produce crops during winter months. This isn't necessarily true for agricultural commodities like corn, wheat, soybeans, etc but its certainly true for fruits and vegetables.

The one thing thats quite scary though, is that we haven't had a major crop disaster in quite a while. If a drought hits any major producing country we could have really high prices due to the thin ending stocks for most of these commodities.

How to Value a Commodity

Most likely.


On Apr 29 03:50 PM Seng wrote:

> What is he using as inflation rate? The BLS' CPI number?

You Don't Have to Be Insane to Invest in Commodities

Jeez, not this Somalia guy again. Why does he keep coming back. He's been banned multiple times.

Besides, look at his website and you'll see who the ponzi scheme operator is. Wow, if his site doesn't send out Red Flags nothing will.

On Apr 29 09:01 AM SOMALIA BAY wrote:

> Ponzio?
> Are you Ponzi Scheme originator?
> Great name when it comes to investing advise, no seriously, I am
> considering to let you manage our Gibraltar narco traffic money.
>
> Can we have conversation, when it's best to call you?

How to Value a Commodity

^^^ Also, if you buy call or put options you could easily get a 500-1000% gain due to their finite downside and infinite upside.

How to Value a Commodity

Well the commodity itself doesn't have the possible negative's a company has. With any mining company you have to worry about profitability, unions, government regulations, enviro concerns, poor management, debt, etc.

On Apr 29 08:34 AM Positroll wrote:

> But why invest in copper for a 100-200% gain, if you can invest in
> healthy (=cash rich) junior miners and expect a 500-1000% gain in
> the same time frame?

Bespoke's Commodity Snapshot (4/23/09)

These charts mean nothing.

The Outlook for Corn

Surprise, Surprise, the analysts were wrong.

"For corn, the average of all analysts' estimates is 11.982 billion bushels, according to Dow Jones Newswires, in a range of 11.880 billion to 12.078 billion. Only four of the fourteen analysts surveyed by Dow Jones see corn at or above 12 billion bushels."

Well seeing how the USDA report pegged corn at 12.101 billion bushels it seems that all 14 analysts were wrong.

Commodities Are a Joke in This Market

This article is a joke. Just because one asset class goes down doesn't mean its the end of that class for investment purposes. In that case Equities, Banks, Real Estate should all be thrown out of portfolio's as well.

What is your Risk Index based on? It seams you didn't think the market was risky at PE ratios in the mid 20's in early 2008 but now that the markets at a PE of ~15 it's more risky? That begs the question what gives?

Commodities: The Next Bubble?

This article is a joke.

Bespoke's Commodity Snapshot (9/2/08)

Orange Juice and Sugar are my bets to go up significantly in the next year or so.