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Energy, Ags, & Infrastucture

 Apr 14, 2008 11:20 PM UTC
Return Risk
-8.59% HIGH
Tracked Blogger
Symbol Sentiment Start Return Closed
PBR n/a
DO n/a
MON n/a
TRA n/a
BBD n/a
MDR n/a
MOS n/a
CHK n/a
TMA n/a

Graphic_arrow1 Via Big Ben's Investing Blog:  

The only three areas that continue to work are energy, ags, and infrastructure. I see no compelling reason to own a financial. My current exposure to the financial sector is through Banco Bradesco (BBD). Wachovia's earnings miss today confirms that no bank is safe. Thornburg Mortgage (TMA) is virtually operating in bankruptcy. TMA's convertible debt offering had an exercise price of $0.01 per share.

The bottom line...

Stay long McDermott (MDR), Diamond Offshore (DO), Petrobras (PBR), Chesapeake Energy (CHK), Terra Industries (TRA) Monsanto (MON), & Mosaic (MOS).

Note: I am long MDR, DO, CHK, TRA, & MOS


 Graphic_website1 Read the rest of original post »



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Astukphoto
Armin Stuk   22%     3 points   commented 591 days ago reply

Anyway, MOS, as per my screen has Positive Growth that
Identify stocks with strong earnings growth trends. This screen identifies stocks with EPS growth in the past year greater than or equal to 15% and profit margin greater than or equal to 15%.
Attractive!
Sentiment: Buy
https://twitter.com/arminstuk


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