logicalthought

Playing the Sugar Rush

I have a large position in Imperial Sugar (IPSU). The company lost 2/3 of its plant capacity in an explosion in early 2008 (hence the recent losses, much of which will be reimbursed via business interruption insurance). The new plant (fully paid for by insurance, with a replacement value more than the company's current market cap) will be fully operational this fall. I now (based on higher refined prices) think the company (which is also a big consumer of now-much-cheaper natural gas) could make $3.00/share (or more) next year.

Sugar Prices Hit 28-Year High - Jim Rogers Sees a Wonderful Future

I have a large position (and just bought more this morning) in Imperial Sugar (IPSU). The company lost 2/3 of its plant capacity in an explosion in early 2008 (hence the recent losses, much of which will be reimbursed via business interruption insurance). The new plant (fully paid for by insurance, with a replacement value more than the company's current market cap) will be fully operational this fall. I think the company (which is also a big consumer of now-much-cheaper natural gas) will make north of $2.50/share next year.

Predicting the Next Great Bubble

I like the way this guy thinks!

Why Jim Rogers Is Still Bullish on Grains and Gold

Rogers has got to be down HUGE, between his commodity bets and his bets on the Chinese stock market. Will it all eventually come back? Sure, probably, but a great money manager doesn't keep you long at the top of a bubble.