Captain, if you want "long term safer positions", you also must accept lesser long term run up. Here are some that have been my favorite. AGM, I believe this one should be held for 10 years or so, and it could double every 3 to 5 years (had it for more than 2 and despite the ups and down, more than a double). In essence, they have a license to print money, like fannie mae, they are the fannie mae of the farmers community and will grow, IMHO, steadily. It just broke to a new all time high, and could come back down to support just above $25, so buy carefully (it is lightly traded, don't buy at market).
IGT is another favorite and it has retrenched here from $59 or so and in the next two weeks, you probably can get in at $52/$54.
SFD is an excellent play on the meat scare in Europe, and should grow steadily in the current environment, buying range $32/$34.
COO, I am not back in yet, I think that it could drop to the $39/$41 area which is a good buying range (I took some nice profits recently and hope to get back in).
In all cases, use stop losses, since conditions could change drastically with time.
Hope that is helpful.
Zeev |