zondag 12 oktober 2014

David Gurwitz from Nenner Research: Some Ideas

Here are some ideas on what to do in the market.

- Buy soy beans
- Sell J.P. Morgan
- Sell Goldman Sachs
- Buy gold
- Buy crude oil
- Sell Brazil
- Sell Canada
- Buy Korea
- Sell real estate
- Sell IBM
- Buy Ford
- Sell cocoa

I like to buy soy beans when the opportunity comes, because the price drop is only due to a good harvesting season. I also see how people are investing in palm oil, the competitor of soy bean oil. We had a 85% premium buyout of one palm oil producer: New Britain Palm Oil. I'm heavily in Sipef now as it is a cheap alternative to the palm oil producers.


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