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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (24285)1/9/2005 11:09:52 AM
From: Tommaso  Read Replies (1) | Respond to of 110194
 
The very best way for a small-to-medium investor to play commodities (that I have been able to find) is the PIMCO fund, PCRDX. As no doubt I have said ten times or more in the past. With PCRDX your basic capital is preserved in TIPS, while the fund replciates the DJ-AIG commodity index, which includes most things except lumber, palladium, a few other products. It's about 30% in energy, and also includes many of the metals, corn, wheat, soybeans, coffee, I forget what else. No-load and low management fees.

I am starting to feel like a salesman for PIMCO, but I really like this fund. They pay out big dividends if you want current income.



To: russwinter who wrote (24285)1/9/2005 11:13:51 AM
From: loantech  Read Replies (3) | Respond to of 110194
 
Yes years ago I thought of going long sugar and long oats when sugar was down to about 3 cents and oats were a buck and a few pennies a bushel. But I had no money.

All my money was made on Norwest Stock prior to the Wells takeover. Since then with yours and Claude's and other's guidance I rode the late 2001 gold and silver mining stock wave. The last few years I have done quite well. I see many years left in our bull run and with Claude's help on drill hole plays and selective choices of the Amex/Canadian cross traded issues I plan on doing even better.

I go with cycle pro on the gold bull duration:
geocities.com

geocities.com

Could not find the exact chart I wanted but he sees the gold and silver boom lasting until 2012-2013 or so. I agree.
Tom



To: russwinter who wrote (24285)1/9/2005 10:08:01 PM
From: NOW  Respond to of 110194
 
how can someone who does not trade futures invest in grains if i may ask?