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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (69968)3/17/2022 12:35:13 PM
From: Elroy3 Recommendations

Recommended By
pak73
petal
Spekulatius

   of 78955
 
I think it's fairly late to be making a bullish farmer investment. Maybe two months ago, but now?

What if the Russia invasion of Ukraine collapses in a few months? Farm related stocks will likely plunge in response.

I think you're better off investing in Taiwanese companies as they dropped in response to the Russian invasion of Ukraine, but the global response has been so strong relative to expectations I'd wager China is LESS likely to invade Taiwan than before, so you can catch the upwave in Taiwanese stocks as it becomes clear China is not invading any time soon.
Buy SIMO!
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