I Eat Bear

Very few investors are OUTRAGED, when the market is up over 400 points in a single day, but today, I am, and you should be too.

Yes, I made money today,, or did I? Ok, I did?.

How about some perspective on that.

Well, I could start with this easily. When I was last at the Dow at 7700, I had more. That is not the point this time. That could just be investing. But, then think if you will. I HAVE, and HAVE HAD, market beating results. Ok, when it went down, I rode that too, and got beaten down, worse than others in most cases. So, call me "average Joe", as I am not alone there. This is a free "game" to play here. Real money, is not. Real investments, are not. Real people are not.

So, I am going to tell you TWO things I think SHOULD happen. One, is REAL hard to do, but should be done. The other just makes a whole lot of sense.

Since it is shorter, and easy to mention the one that makes sense, I will do that first. It is simple too. Invest in gold, raw materials, and agriculture. Gold, is a no brainer. Inflation will result, from all of the "government" actions (I had a gag moment, as I had to refrain from refering to them as they SHOULD be, but I am coming to that) . Raw materials, because if there is a recovery, NOTHING will get better, without them. And agriculture, because everyone will eat.
Cows, dogs, and people. Cows, because we eat them, dogs, because people like them, and people, because they are greedy and STUPID.

So, if you do not want to hear my RANT, on the "Government", I am quickly going to give some stocks, and then I am going to rip the "government" a new set of shorts, and I do NOT mean stocks.

Gold, check out AUY, GG, KGC, AEM, FCX, and EGO, and add some silver here too. I am not a silver expert, but research can help you. HL, I like, but debt is high. There are better, no doubt. Do not be afraid of some risk in silver, as it may well EXCEED gold in returns, in both short and long term.. Raw materials, check out BHP, RTP, RIO, and again, I would look to some lumber, but I am not an expert here either. I could suggest, but, rather than be wrong, I just mention, do your homework. And, last but not least, I recommend agriculture. POT, is a no brainer. It is an oligopoly, and is NEARLY unregulated. If banks can, POT can BETTER.
But, invest in it's competition too, MOS in case the "government" gets a brain (but don't count on that one.). DE and MON look good here. Well run companies, that have been "beaten", by the market. They will come back, IF, the clowns in the governemt don't interefere with EVERYTHING. Still, TNH, is the best of all. It does a good reliable dividend, and offers stock price appreciation too. But, it will not take that long, so, as the world grows hungrier, expect the government "circus" back into the action here. Short term, ok, Long term, wait to see what the "court jesters" do. There may be ONE safe side bet. Retail is likely to get hammered throughout al of this, but one company may actually profit. My bet is PETM, yes, PetSmart.
Low debt, and a company that most anyone can love. Yes, the pet market, and people love their pets. Pets will eat, when many people may not. Yes, you too have heard the stories. People eat pet food, when real food is not available. Yuk, may I never go there. But, it is a market, and it looks pretty good. Do it sparingly, but do it.

Ok, I have SPARED, most of you, but part two, is going to rip the GOVERNMENT a new one. If you want to hear about UNCLE FUNNY, and the COURT JESTERS, part two, will be just for you.

But, before I do that, I must say one more thing. The investments I mentioned so far, are longer term. Expect them for two years or more. In the short term, Oil, is the way to go, if you have a concience. If you have NO conscience, invest in banks or other financial institutions, but I will not recommend even ONE, as I DO have a conscience. Oil, is going to rise for about the next 4-6 months, at a minimum. It is seasonal, and it is their "season". So many to mention. XOM, CVX, COP, DO, RIG, NE, PDE, ATW, AXAS, CHK, DVN,SLB, HAL, and so very many more. Short term, you make money one most any. Some do a fair dividend, which makes them worth keeping.

Warning!

Beware of the MEDIA BS.

And, be VERY AFRAID, of UNCLE FUNNY, and the COURT JESTERS (see part 2)

Comments: View Comments |  Monday March 23, 2009