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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Mark Adams who wrote (62272)1/26/2001 9:21:45 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
<<One theme I've been toying with is investing in foreign concerns in out of favor sectors. >>

A good idea that was kicked around the thread for a while was fertilizer companies headquartered overseas. The rationale is that N. American fertilizer production has come to a near-standstill, since Natural Gas is a key cost input. Therefore, whatever fertilizer is available should command a hefty premium come next year. Archimedes dug up a couple of names, we should ask him to repost them....
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