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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (66607)2/21/2021 4:05:48 PM
From: E_K_S  Read Replies (1) | Respond to of 78817
 
If the premise is that Commodity Prices are going higher, fertilizer just one of many (look at LUNMF copper- you mentioned at $6/share; and/or FCX another copper), perhaps a better investment would be to buy an ETF Commodity basket.

I was looking at Vanguard VCMDX but could not get a top 10 holding listing. Typically Morningstar will list their top 10 holdings. +45% since 2/2020



In my Commodity basket, I would want a few fertilizer companies (say MOS, NTR, UAN, CF,YARIY), some raw materials (copper, iron ore, steel; X, NUE), AG Wheat, Corn, Soybean maybe BG.
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I still think commodities have a ways to run w/ the Value Proposition being that in this next cycle they are still cheap.

EKS



To: Paul Senior who wrote (66607)2/22/2021 2:45:25 PM
From: research1234  Read Replies (1) | Respond to of 78817
 
If you Google MLP recapture, I think you’ll find that accumulated distributions due to depreciation (which represents that majority) are taxed at ordinary rates on sale, no cap gains. There is a deduction that cuts that tax by 20%, not enough to cut it to cap gains rate for those in high tax brackets.

Doesn’t make MLPs a bad investment, just adds a facet to consider.


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