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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (39979)1/31/2011 2:29:14 PM
From: Paul Senior  Read Replies (2) of 78717
 
Food stocks. I'll take my loss on Chinese HQS, and sell half my remaining shares.

Brazilian sugar producer Cosan issued a good quarterly report. I'll add a few CZZ shares to the few I currently hold. This is scary to me though because Cosan attributed its performance to "global sugar prices hovering near 30-year highs". So has cyclicality disappeared? If sugar prices revert, CZZ rev's and earnings may both drop.

finance.yahoo.com
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