sr9web

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

Hey - the DRYS short was a big winner - you've got it posted as a loser


On Jan 11 05:21 PM mkreisel wrote:

> 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%<br/>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 &amp; 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