Use access key #2 to skip to page content.

speedybure (< 20)

A Portfolio For The Ages - Well At Least The Next 5-10 Years

Recs

7

June 11, 2009 – Comments (4) | RELATED TICKERS: SLW , AUY , AEM


The Fact That The Bric Countries are Industrializing along with some other countries in the very early stages of this process i.e Sri -Lanka (if i spelled that right), Ghana and the Congo, should indicate to investors enormous profits lie ahead in the resource arena. Not to Mentioned the debasment of currencies around the world most notably the Sterling & USD. 

1) Even according to government agencies, peak oil is right now! I'm sure we have all learned by now, they are so full of it, it is about to pop out their eye balls. In any case total oil reserves will be on the decline as we move forward, thus shifting the supply curve down while the demand curve will shift up again as large amounts of oil are needed to industrialize these former 3-rd world Countries.  

- believe it or not my favorite pick now that CNOOC has more than doubled is the Candian Oil Sands Trust. Yeh i am aware the margins are lower than ind avg, but at 150,200$ oil, it is insignifcant. It not even worth mentionining if you bring up the fact, their reserve base is significantly larger than industry avg (and continues to expand as a result of a 37% interest in the SYNACRUDE Project). 

- CNOOC is high on my list mostly because the unproftibale refining business is a small part of their business. They also own a significant portion of the subsidiary CHINA-BLUE CHEM.  -

-Pennwest and Penngrowth are two gems that have gone overlooked following the announcment that they will lose their tax status. But they are a buy soley on a valuation basis.

 2) Agriculture - If you go and find data for the last deacde on basic Ag products, you will find a number of them where the production-consumption gap narrows year after year. I have found wheat, corn and cotton extremely compelling. Additionally Potash is not dead and will play an important role in the future due to the fact it enriches the harvest well, provides a high yield relative to other fertilizers. Better yet the only mines are in Canada and Russian.  

Viterra - Soon to be ABB Viterra is a gem in the wheat market. the recent aquisition of ABB grain reduces weather risk in addition to providing an international reach. They are engaged in wheat pooling/handling/marketing thus profits are tied to the underlying commoditty.

  Migao- My favorite Potash company,. It is growing in triple digits and capacity is expected to increase 75% in the next 14-16 months. It reminds me of Potash (POT) 4 or 5 years ago.

  Potash - need I explain Precious metals-   Even if you dont buy into the inflationary scenario, silver will be an important material in the future of batteries, solor panels and numerous electronics. Thats alone supports at 18-20$ Intrinsic value.  

Silver Wheaton - Strictly a royalty comany, thus not subject to increasing input costs nor capital expenditures as this point. 

Gold - The Inflationary hedge Most people with any sense of rationality realize a massive wave of inflation , the likes we have never seen before will soon be upon us. Gold Miners not only serve as a hedge but provide leverage to this hedge. 

Yamana Gold - Growth and Valuation

Agnico-Eagle - Superior Growth amongst its peers plus multiple catalysts due to the quality of their mined

Jaguar Mining - Valuation Play

Royal Gold - like silver wheaton but gold as opposed to silver 

 Portfolio- COS.Un - Canadian Oil sands trust

CEO - China National Offshore Oilfields

PWE - Pennwest

PGH - Penn Growth

MGO.TO - MIgao

VT.TO - Viterra

POT- Potash 

SLW - Silver Wheaton

AUY - Yamana Gold

AEM - Agnico Eagle

JAG- Jaguar

RGLD - Royal Gold 

4 Comments – Post Your Own

#1) On June 11, 2009 at 6:49 PM, ralphmachio (24.81) wrote:

I like it a lot, and will consider adding many of those to my UNG, BEXP, DXO, BTIM, CYTR, Physical Gold and silver ideas.  I believe you are missing biotech, alternative energy, and physical metal, but that is my own humble opinion. What you have should do very well.

Report this comment
#2) On June 11, 2009 at 8:04 PM, speedybure (< 20) wrote:

ralphmachio

I do have Genzyme and amgen calls in my real portfolio as i expect Desonuab (for colon cancer) to get approved this fall. It will be a blockbuster. I also have like genzyme as they infiltrated numerous niche markets to the point of know being able to move onto larger cancers and such. i.e their pact with Isis. I am buying uranium equities and will buy natural gas eventually, when the glut has dried up. Any Suggestions? 

Report this comment
#3) On June 12, 2009 at 1:04 AM, silverincite (55.81) wrote:

Hey Speedybure,

Have you checked out Sprott Resources(SCP.TO)?

They are into precious metals, energy and agriculture. Very interesting company, think you might like them.

Cheers and thanks for all your input!

Report this comment
#4) On June 12, 2009 at 9:20 AM, speedybure (< 20) wrote:

silverincite

Yes, but coincidentally, I own alone of what they own. Thanks for the tip though 

Report this comment

Featured Broker Partners


Advertisement