investor88

What's in Store for the Fertilizer Industry?

Interesting article concluding that global bull run is not over. Many people who follow technical charts think its over because most world markets are trading below a downward sloping 200day moving average. Author has put up good fundamental arguments but behaviour of stock prices may diverge from fundamentals at certain times.

Potash Corp., Agrium Caught in Industry-Wide Downturn

Good review by J Cristoph on the sell down of hot stocks. I have also given up good gains and then taken some losses when I belatedly sold my fertilizer and O & G stocks about 2 weeks ago. I have since decided to modify my trading strategy to not simply hold Warren Buffet style based on conviction but to have stop loss and sell stop TURTLE style. I can't say buy and hold or TURTLE trading is better, for me I find it practical to trade [despite the inevitable drawback and advantages of any any particular strategy].

Commodities Are Taken to the Woodshed - What's the Game Plan?

Now this is a sensible and good article, practical, insightful and realistic.