I was watching Jim Roger interview on CNBC, and the famed commodity investor disclosed where he is putting his money. Jim Rogers Long Positions Jim Rogers is long commodities and long US dollar Jim Rogers short positions Jim Rogers is short long dated US treasuries, short emerging markets, short US technology and short one major US bank. Watch the whole interview at CNBC.
Farmland investment funds are funds that directly invest in farmland. Farmland investment funds are rare but there are two such funds in Canada and Brazil. Agrifirma, based in Brazil, and Agcapita Farmland Investment Partnership, based in Canada. Jim Rogers, a high profile investor is an investor in these two farmland investment funds.
The following commodities price chart is courtesy of Investor John Hussman. The chart shows historical trend of Commodities prices. Beginning in 1802 to 2011. Commodities boom years
As you can see, the trend during the boom years is not linear. Prices move up then reverse a little then move up and up. The general conclusion is nothing lasts forever don’t get sucked up in a bull market have an exit strategy.
In a speech given in New Delhi March 25, 2011, the chairman of Berkshire Hathaway, Warren Buffet predicted the decline of the U.S. dollar. The billionaire investor warned investors to avoid “long-term fixed-dollar investments” such as 10-year U.S. Treasury bonds. Buffett worries that the $2.3 trillion in new money the US government has pumped into the economy, when combined with interest rates so low they’re practically giving money away, are combining to dilute the value of the dollar. U.S Dollar Projection: Forecast : Prediction As a result, Buffett warns: “If you ask me if the U.S. Dollar is going to hold its purchasing power fully at the level of 2011, 5 years, 10 years or 20 years from now, I would tell you it will not.”
In January 2011 Groupon raised near $1 Billion from investors. In the same month dealbooks NYtimes reported Groupon was discussing with bankers about a possible IPO. Groupon IPO Date. The New York times reported Groupon may go public as early as this spring. (end of 2011). Making the young internet company one of the Tech IPOs of 2011. Groupon IPO Price The article further claim, bankers value the three-year-old online coupon distribution site at $15 billion. This figure is no too ambitious if you keep in mind Groupon, was profitable after just eight months of operations. The major risk about Groupon is that many people believe their business model of making money can easily be copied. Group is minimising this by going for scale, it has bought copy cats all around the world.
Investing in Emerging Markets is easier today than at any other time. In the last few years Global Emerging funds have produced stellar returns for investor. The performance has been good because the Emerging markets have enjoyed robust economic growth. Countries such as China, Brazil, India, Russia & even the forgotten African countries have been on growth mode for the last decade. Investing in Emerging Market Funds in 2011 Am I late by investing in Emerging Market fund in 2011? The answer is NO. China just reported that their 2010 GDP Growth was 10%. It is also estimated that by 2050 the BRIC economies of Brazil, Russia, India and China will all be among the world’s half-dozen biggest, along with the US and Japan. China is expected to have overtaken the US to become the most powerful economy on earth. What this means is, investors risking money in Emerging Market funds may continue to enjoy massive profits.
The biggest investing dilemma for an investor is knowing when to buy or sell stocks. The best investing quote as to when to buy or sell stocks has to be the following investing quotes by Warren Buffet.
The following quote came from Buffet in 2010 at the height of the Credit crisis explain why he was buying stocks when others were selling.
This investing quotes should be a guide on when to buy or sell stocks
Any investor interested in Warren Buffet stock market tips should read the book, The Warren Buffet Way by Robert Hagstrom, the writer has summed up principles that explains how Warren Buffet selects his stock market investments. Warren Buffet Stock Market Tips from the book The Warren Buffet Way 1. Invests only in companies you understand. 2. Study throughly the history of the companies 3. Purchase businesses with excellent long-term prospects 4. Purchase businesses at a large discount to their intrinsic value 5. Purchase businesses with a high return on invested capital 6. Purchase businesses with honest managers 7. To predict growth estimate the companies future capital expenditure. 8. Purchase companies that are obsessed with cutting cost.
Back in 1992 George Soros’ bet against the British pound. George Soros bet (correctly) that the Bank of England would not support the pound participation in the European Exchange Rate Mechanism (ERM) indefinitely by jacking up interest rates in an economy already in recession. Soros made $1 billion overnight when the Bank of England let the British currency devalue. For indepth research on the events that led to pound devaluation and how Soros’ and other investor took advantage, read the following article, George Soros’the man who broke the bank of england
Bill Miller has offered his stock picks. Speaking on CNBC he was bullish about the following stocks.
For some time now Bill Miller has been recommending large caps stock. The legendary investor has beaten market averages for 15 years straight. This was his bullish message to investors back in August 2010
Bill Miller has measured stocks in terms of historical PE ratio, dividend yield & relative to bonds and he concluded stocks are cheap. |
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