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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Tommaso who wrote (91339)10/1/2007 4:46:02 PM
From: Schnullie  Read Replies (1) of 206131
 
Hi Tomasso - Hey, I was the one who brought SWPOF up, based on hearing Jim Rogers recommend it. We exchanged a few emails several years ago and you half-heartedly agreed to purchase some.

You may recall that half of the recommendation was based on predicted increases in wheat, the other half was that the company was transitioning from an old style Canadian commune to a modernized producer.

And how did you return the favor? By steering to me to the Brompton Canroy Fund. <g> Thanks to Flaherty et al., its been a flea-bitten dog, down about 35% to date for me (before adding in substantial dividends).

Haven't sold any and will continue collecting dividends until....I get my money back....maybe...or until natty gooses everything back up.

I don't have further recommendations for ag, beyond what I mentioned. Farm eqpt (Deere, CAT) is subject to too many potential counter-currents (e.g., recession, housing slowdown). At one point considered a position in a Japanese version of CAT (think it was called Komatsu or something), which was ramping up for a big push in China.

I made a lot of money with goofy ethanol plays but finished with that. No other ideas....DBA seemed to be a great solution for the lack of pure plays here....might put more money into the positions I had.
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