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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: NOW who wrote (19099)12/19/2004 2:12:52 AM
From: jimsioi  Read Replies (1) | Respond to of 108734
 
tooearly, how would I know....

Let's go back to the sugar suggestion made by Rodgers...

How's an investor supposed to play that great idea...? Buy the plantation next door to his?....Buy Sugar futures?...That's easy enough...Every body have a futures account? What portfolio allocation are we going to make...how much margin are we going to deploy?..Did Rodgers help with any of those particular investment challenges when urging his listeners / readers follow him on his sugar play???

Those who venture into the sugar pits ought to be very careful, they change the rules down there at the wink of an eye...business picks up, pace gets fast and suddenly its market orders only, for example...

My point is not to diminish Roger's brilliance for it becomes more obvious all the time; he's a true showman. Especially effective are these odd ball investment ideas of his that are more difficult to exploit than suggest...Sure there likely is demand for Sugar in Brazil to fuel cars. Is the price especially supported there?...Why not buy corn in the USA?...Can the idea be translated into a workable investment outside of Brazil....he leaves that part out. I'll be interested in his return on the plantation investment...

Here's a long term chart of Sugar...
futures.tradingcharts.com

Here's a long term chart of Crude...
futures.tradingcharts.com

Actually in 2004 Sugar was up from relatively low prices at the beginning of the year to its peak, 76%....Crude only 69%...

Rodgers and Faber "Celebrity Investment Advisors" - they make money by getting attention and fascinating audiences being as dramatic as they can be...both have taken to exotic investment suggestions as a way of maintaining interest in themselves. They are approaching entertainer status...that's my limited point in this discussion. Good for them; I don't hold it against them. I like a few more specifics with investment recommendation I pay attention to...most of us need such..again, that's my limited point...