tag:blogger.com,1999:blog-6616959642391988608.post1641607146557482920..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Commodities continue to boomScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6616959642391988608.post-73354597772007815442010-04-19T15:11:00.287-07:002010-04-19T15:11:00.287-07:00Amen, brother!!Amen, brother!!Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-10427180305909353622010-04-19T13:01:34.031-07:002010-04-19T13:01:34.031-07:00John-
My overall feeling on investing is that you...John-<br /><br />My overall feeling on investing is that you have to stay invested to win. How you invest--well, we can debate forever about that.<br /><br />But to win, you have to in. And you are in. So am I. Let's hope for the best!Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41844515257283161572010-04-19T12:31:42.986-07:002010-04-19T12:31:42.986-07:00Puf,
You are welcome, sir.Puf,<br /><br />You are welcome, sir.Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-35067319124682099822010-04-19T12:25:58.074-07:002010-04-19T12:25:58.074-07:00Thanks for the idea John.Thanks for the idea John.pufferhttps://www.blogger.com/profile/17799406540179163330noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-6409057384309051702010-04-19T12:04:46.662-07:002010-04-19T12:04:46.662-07:00Puffer,
Again, I am not trying to speak for Scott...Puffer,<br /><br />Again, I am not trying to speak for Scott here and I am sure he has good ideas concerning your question. <br /><br />If you wish to use an equity (stock) vehicle that will perform given a rise in the price of natty gas, take a look at FCG, an exchange traded fund comprised of smallish natural gas producing companies. I DO NOT own this and am not sure of the specific companies Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-20024816471844071462010-04-19T12:01:01.433-07:002010-04-19T12:01:01.433-07:00This is from the WSJ, on Jan. 21, but still inform...This is from the WSJ, on Jan. 21, but still informative.<br /><br />By TOM SELLEN <br />Commodities futures were down almost across the board Wednesday as China's latest efforts to rein in economic growth sparked concerns about demand. <br /><br />Investors were fleeing commodities for the safety of the U.S. dollar as the Bank of China ordered its credit officials to stop making new Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12032158655925447152010-04-19T11:39:52.417-07:002010-04-19T11:39:52.417-07:00John-
Finally! I am hearing a traditional America...John-<br /><br />Finally! I am hearing a traditional American investor (you)thinking globally.<br />I am joking of course, I am sure you are a circumspect and insightful investor.<br /><br />But, at times, when I read this or that commentary about commodities, and that it is the Fed causing commodity prices to surge, I feel like I am back in the 1960s again.<br /><br />The biggest consumer of Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13130717397060759072010-04-19T11:38:59.141-07:002010-04-19T11:38:59.141-07:00What is the best way to play a rise in the price o...What is the best way to play a rise in the price of nat gas? I understand there are some problems with UNG?pufferhttps://www.blogger.com/profile/17799406540179163330noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2839271623545230742010-04-19T11:15:07.173-07:002010-04-19T11:15:07.173-07:00There is one thing that keeps nagging me about the...There is one thing that keeps nagging me about the commodities. I continue to read that there is an awful lot of construction going on in China and the Gov't there is trying to cool it down. If they overdo it a lot of the demand we are seeing for commodities will go away quickly. That said, however, it is still the lower probability development IMO. I continue to be long BHP and looking to Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-50059219410850432642010-04-19T10:48:40.548-07:002010-04-19T10:48:40.548-07:00My favorite commodity equity remains Australian mi...My favorite commodity equity remains Australian miner BHP Billiton. It is pulling back today with the group as money comes out of cyclicals. I would like to nibble on further weakness. Vale is also pulling back and I am beginning to circle Potash of Saskatchawan (POT) on its weakness. All of these are international commodity producers and IMO are relevant to Scott's post. <br /><br />Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.com