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16-May-08

Vestige of earlier bullish bet on silver price

Holding Rationale for SLV.




Tagged Stocks: SLV 

 

Russia/ Steel Play

Holding Rationale for MTL.




Tagged Stocks: MTL 

 

Brazil/diversified commodity bet

Holding Rationale for VALE.




Tagged Stocks: VALE 

 

Gorilla of booming oil drilling sector

Holding Rationale for RIG.




Tagged Stocks: RIG 

 

Replaced DBA with analogous agriculture (stock) play

Holding Rationale for MOO.




Tagged Stocks: MOO 

 

Best bet on jump in value of African assets

Holding Rationale for MICC.




Tagged Stocks: MICC 

 

Bet on Brazilian investment grade rating

Holding Rationale for UBB.




Tagged Stocks: UBB 

 

Canadian fertilizer giant still has ways to go

Holding Rationale for POT.




Tagged Stocks: POT 

 

Most Diversified Commodity Index

Holding Rationale for RJI.




Tagged Stocks: RJI 

 
 

 

Categories

Holding Rationales (9)

 

Holding Tags

MICC (1)

MOO (1)

MTL (1)

POT (1)

RIG (1)

RJI (1)

SLV (1)

UBB (1)

VALE (1)

 

Archives

May 2008 (9)