Lots of good stuff, thanks!
About agriculture, RJA was about 12 at the last top in food prices
now about 10.5 so more room to run. High food prices will be bad for all kinds of companies (most of which I like unfortunately) beer, tobacco, soft drinks, candy, soap and other users of palm oil--and speaking of tobacco, tempted to take a flyer on LO, now under a cloud with the FAA because of menthol?
Interesting article about those Chinese co.s. The big Chinese indexes are getting cheaper though, and maybe worth looking into.
On my list at the moment, Walmart, could also live with big pharma and tech, or more Berk! cheap and safe. |
