thechinastory.org

Expert Commodity Picks for 2009: Jim Rogers and Marc Faber

I don't understand how Jim Rogers can say Natural Gas fundamental is unimpaired.

The way to produce Natural Gas is cheaper and quicker. Demand is stuck in the U.S since it is hard to transport NG to China.

Inventory is at it highest and production capability is there went the price is right.

Don't get me wrong I got some HNU right now but I want to get a second view.

Kraft Foods: Buffett's Commodity Prediction

sorry for the repeat, the website got stuck.

Kraft Foods: Buffett's Commodity Prediction

First question - Does buffett ever try to predict commodity price?

From his speech - I never hear him mention anything about this sort of prediction.

Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

PetroChina ?
Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

Kraft Foods: Buffett's Commodity Prediction

First question - Does buffett ever try to predict commodity price?

From his speech - I never hear him mention anything about this sort of prediction.

Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

PetroChina ?
Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

Kraft Foods: Buffett's Commodity Prediction

First question - Does buffett ever try to predict commodity price?

From his speech - I never hear him mention anything about this sort of prediction.

Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

PetroChina ?
Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

Kraft Foods: Buffett's Commodity Prediction

First question - Does buffett ever try to predict commodity price?

From his speech - I never hear him mention anything about this sort of prediction.

Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

PetroChina ?
Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

Kraft Foods: Buffett's Commodity Prediction

First question - Does buffett ever try to predict commodity price?

From his speech - I never hear him mention anything about this sort of prediction.

Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

PetroChina ?
Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

4 Great Chinese Stocks

shaun,
It looks like you've got it all wrong. The Chinese index has plunged 40 per cent since you wrote this article. Remember what Jim roger says there is always bound to be some kind of crash along the way up. I think it is time to buy now you will find money is sitting in a corner where no one was looking.

Lesson Learned From China: Buy and Hope to Hold

To the author. How would you know when to take the money off the table? If you take too early then you will have missed the long bull between 2005 in 2007. If you're lucky enough to have held between this period then that it is very likely you have held onto the dip in 2007-2008.

Rice and Margin

HI City. Funny enough Jim Rogers is buying China and still shocking citi and other banking stocks.

About the rumours. I am not sure about margin purchasing but I am very sure that they are allowing derivatives. Derivatives will allow the Chinese to short the market as well as to long it. Therefore the market would not always go up up and up. The derivatives will absorb some of the excess liquidity is in the Chinese market.

Alibaba and Baidu Are Trading in Opposite Directions

The problem with alibaba is it has PE of 62. I didn't follow ebay so I don't know what is high PE for technology stocks. Publish and

A True China Bear

city -
Don't judge a person by his writing skill. A genius might know nothing of writing but it is understanding of the world that matters. On the contrary there are lots of very skilful bs writers everywhere.

A True China Bear

Read Jim Rogers new book 'A bull in China'. I think this westerner knows a lot more about China then me or any Chinese I know.

thechinastory.org

A Bull In China: Jim Rogers' Latest Book on China's Growing Importance

even worse, I don't know how to buy commodity from Hong Kong.

Book Review: Jim Rogers' "A Bull in China"

BTW let's not try to figure out how Jim invests in China. In his book he tells you he can invest in S, J, H, B shares so here you go.

My question as an investor in HK is how to invest in commodity in Hong Kong. I look at a commodity broker site and you need $8M to open an account. Does any one know how to invest in commodity from HK?