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speedybure (< 20)

The ensuing inflation makes it very easy to outperform the market.

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4

March 04, 2009 – Comments (2) | RELATED TICKERS: SLW , AUY , PBR

Here is my ideal portfolio- Though some of these are traded in the US or as ADR's, I don't own and will not buy any equity denominated in the U.S dollar. This allows wealth creation through capital and currency appreciation.

Silver Miners- (SLW,SLW.TO),( SSRI, SSO.TO),( FR.TO)

GOLD MINERS-( AUY, YRI.TO) (GG, G.TO) (NCM.AX) (RBI.TO) (ABX, ABX,TO)

OIL AND GAS- (CEO, 883) , (PBR, XPBR.EUR) , (CVX, CVX.CHF) , (COP) , (PETR, 857)

AGRICULTURE- (POT, POT.TO), (VT.TO) , (IPL.AX), (3983)

BASIC MATERIAL (RIO, RIO.AX), (CCJ, CC.TO) , (BHP, BHP.TO)

2 Comments – Post Your Own

#1) On March 04, 2009 at 5:20 PM, EggplantWizard (99.58) wrote:

What's wrong with equity denominated in the dollar?

Even if you expect extreme inflation, if the company has tangible assets, and hasn't locked prices in at a fixed rate, the equity value should increase in nominal terms, generally.

Obviously, if you're expecting an extreme amount of price inflation, I would say that keeping an eye on companies that aren't hedging their cash flows is key.

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#2) On March 04, 2009 at 6:18 PM, goldminingXpert (29.76) wrote:

Well, since like 9/10ths of those are traded in Canada, just go long the CAD if those are the stocks you want to buy.

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