I‘ve updated my public list and the Chart of DBA – an agriculture fund – is indeed starting to look good. As I’ve stated before I believe this could develop into an interesting investment theme. Other investment themes to watch closely are: Asia / China and shorting long term treasury bonds. You can do that going long TBT – an inverse fund.
I have no idea which positions I am in will ultimately turn out to be huge winners. That’s why I wait for the stocks to tell me when to add. As far as FEED – AgFeed Industries is concerned this is probably the most interesting position I have right now as it is a combination of two themes I am very bullish on. So if the stock breaks to the upside I will be very aggressive and busy adding to my position.
Have a great weekend!
Related posts:
- China Agriculture And Food Investment Theme – SEED, FEED, HOGS, CAGC, CGA, YONG, GRO
- CAEI – China Architectural Engineering
- CWSI – China Wind Systems – Chinese Wind Energy ‘Picks And Shovels’ Play
- Mark Mobius Video Interview – Euro, Emerging Markets, China, Market Trends, Inflation
- Chinese Stocks – Halter USX China Index Components
- MRGE – Merge Healthcare Shaping Up
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