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Posts tonen met het label research. Alle posts tonen
Posts tonen met het label research. Alle posts tonen
vrijdag 13 februari 2026
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.
- 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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