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Strategies & Market Trends : Value Investing
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To: gcrispin who wrote (43519)7/23/2011 12:33:47 PM
From: Jurgis Bekepuris   of 78740
 
Gcrispin,

It might be that the agri bull (pun? ;)) has more legs, I don't know. I am hesitant to buy at current prices.

I must admit that I missed DD at the bottom and CF last year. I held positions in both and sold close to bottom.

Regarding the wealth factor, which mostly demonstrates itself as meat demand, The Economist does talk about this phenomenon. It is a bad trend, however, it's unlikely to change. As a vegetarian, I am very sad that humanity eats more and more meat, which is bad from multiple angles. I do not invest in companies directly involved in meat and fish industry. (I must say that using food as a fuel and subsidizing such approach is even bigger folly)

Best
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