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Meat: A Tasty Investment Opportunity

If grain prices rise, people do not eat more meat; just the opposite, you need many pounds of grain to grow one pound of meat, if you cannot afford grain to eat, you certainly cannot afford meat (if steel costs too much to market Volkswagens, do people buy more HumVees?)

Cows and hogs can get fat on sorghum (milo) , corn, oat, wheat, rice, ground up cotton seeds, even watermelon if you split the rind, as cows are too stupid to open a watermelon; pigs can open anything if there is food inside. So it does not matter which grains are in short supply; usually the cheapest grains work well. Cows and pigs can eat almost anything and turn it into meat, but great taste comes from interstitial fat, and fat production takes a litttle more protein and a lot more carbs than hay or grass; hence feedlots. And feedlots = grain consumption. So things in the meat business have radically changed in the last 2 or 3 years; the price of tasty meat has gone up because the cost of grain has gone up. You might want to ask which countries can grow cheap grain to figure out which country will export tasty meat. The flavor is in the fat, fat takes grain, lean meat does not pay to export. The cheapest grain producer = the most profitable meat exporter.


On Apr 14 10:00 AM Gonzalo wrote:

> and if grain prices spike, people will be
> forced to shift from grains to meat. I'm not sure in what proportions
> grain prices harm meat consumption. I think it will depend on which
> grains rise.

Meat: A Tasty Investment Opportunity

In the 1960s plane loads of cattle for breeding flew from Texas to South American countries, such as Brazil and Argentina. Some of the best beef (on my plate) has been served in Brazil and Argentina lately. These countries import almost no beef from USA today.

Plane loads of breeding stock, more swine than bovine, have been flown from the USA to Pudong in the last three years. Chinese farmers might make more profit raising beef and pork than rice. You might find that in 10 years almost no beef and pork is exported to China. Actually, you might find the US importing beef from China, as their production costs might be remarkably lower than USA's, and grains here have gotten too expensive to feedlot finish beef and pork here, in the manner that was prevalent only 5 years ago; perhaps biofuels?

Ten Cars Detroit Should Copy

I am trading in my (rust-free)1986 Bronco2 for a hybrid Durango that will haul a 4-ton utility trailer and 7 moose-hunters for $29k. This article says that Chrysler doesn't make a hybrid, and that hybrids cost $50k. wrong and wrong And which Japanese vehicle should I be looking at?

U.S. Government Move Will Push Russia and China Toward Economic Matrimony

There are Chinese students (renting rooms from me adjacent to a US University) that have studied Russian, and currently, English

These students from China and Korea study hard, and learn quickly; their assimilation of English language and American cultural occurs quickly; some of them have had a similiar learning experience in Russia. They are equipted to be successful with either Russian or English-speaking futures.

Do Low Gas Prices Signal Big Bucks on the Horizon for GPS Manufacturers?

In the course of repairing and certifying marine and aviation gps navigation units, test signals can "put" any gps receiver anywhere at any speed at any time.

These same test devices can be sold to anyone that wants their gps receiver to "be" somewhere it is not, or to not "move" at all. Taxation based on gps receiver location or speed or time of travel is as unworkable as launching garbage into the sun - possible but not practicable.

The title of this piece is misleading.

When Stocks Go to Zero

none nada zip zero in Chinese, ying


That is what your share of common is worth at bk


On Nov 21 01:11 PM akapital wrote:

> "Especially if and when companies start emerging from bankruptcy
> in listed form, the public might start to realise that companies
> don't necessarily die along with their stocks, it's just that their
> owners change."
>
> As an investor who has seen one holding go to bankruptcy I am particularly
> intrigue by your closing comments. Are you suggesting that buying
> shares of potential bankruptcy candidates and/or future bankrupt
> companies might become a value investing strategy? I have no comment
> either way but I wonder about the obligations these listed companies
> have to pre and post bankruptcy shareholders. Are the obligations
> the same? I would want to do alot more research before buying listed
> shares of a bk co and understand the legal obligations they have
> to shareholders.

Spending, Production Slowing: Happy Holidays, You're Fired

In the context of a bankruptcy, stock holders lose.

This Mike Z's understood premise is: "in an unavoidable GM bankruptcy, how can we limit damage to the economy, and to a lesser exent, our comrade workers"


On Nov 18 11:30 AM Smarty_Pants wrote:

> MikeZ: If all shareholders take a 100% loss then who winds up 'owning'
> the company?
>
> The current shareholders have already paid for the shares. They own
> a piece of the company. Period. What that piece is worth is determined
> on the market by voluntary bids for purchase. The only way to "give"
> shareholders a 100% 'loss' is to take away their ownership.
>
> If that's part of the 'package', who winds up with those shares?

Aircastle Looks Good, Though Markets Demur

While there are no DC-3s in the fleet, the AYR fleet is not "modern". It is old. It is 122 months old, on average.

A year ago there was a reduction in the dividend. Now another looks likely.

People are enamored of the aviation business because of the perceived glamor or anticipated emotion. Aviation is now much more dangerous to an investor than to the aviator. Stay away from aviation and movie production if you wish to make money.

Beginning a Mini Bull Run; Be Prepared for Another Dip

Regarding: "Huh? What is the opposite of pro found?. Am lost"

Try driving while looking in your rear view mirror. You will gain insight quickly.

On Nov 03 08:49 PM Kunst wrote:

> CLH: "Always keep the past in sight but dont use it to predict the
> future or you will be wrong. "
>
> Huh?
>
> What is the opposite of pro found? Am lost.