E_K_S: regarding: "investing in "value" companies that hold natural resources like oil, land and other assets that will appreciate even if the dollar declines over time...new "value" investments that may fit with this theme."
I'd say you got it right. "value" in quotes. I'd guess most of these companies were not Ben Graham value investments last year. This year - now that prices of most (if not all) companies in these businesses are substantially higher, there's maybe less margin of safety with them - less "value" and more speculation to them now. If we're having a sustainable demand for hard assets, maybe they still might be "values", but I'd guess Dr. Graham would be very, very cautious about assumptions being made now and purchases proposed therefrom.
Still, I'm a buyer. Oil companies with p/e's under 10 I find attractive still. And I'm holding on to almost all the many different asset plays I've initiated positions on last year, and I'm adding to many them still.
As far as new ideas, I've several that I'm interested in not mentioned here before:
I have Madharry's MNG on my watch list.
I have GRZ on my watch list.
(I've never been much of a buyer of gold stocks though.)
I took an exploratory position in fmikehugo's idea: Scottish Power PLC (SPI). (Utility with several power generating/distribution businesses including wind farms. Seems dull, but stock was able to move up 50% in past three years.)
I've started a position in SJW recently. (land and water; small insider purchases recently). I'm satisfied with the water stocks I've bought and held before (still have some CWT), so SJW might be another one that might add some stability to a portfolio while providing a growing dividend and the possibility for some cap. gains.
I've bought and sold SZE - it's on my watch list currently.
I have IP on my watch list. This Dow component, the largest landholder in the USA (I believe), might soon become close enough for a buy (imo). Stock's $37.35 -- maybe a nibble for me under $37, more in $35, $34 range.
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