Agriculture & Infrastructure Continue to Work
Despite the bearish economic sentiment in the overall market, there are several sectors that continue to outperform. Every individual investor should have some exposure to agriculture and infrastructure. Both sectors are in the middle innings of their individual "bull markets" and are under-owned by many investors. I have mentioned several of my favorite names before and will mention them again.
Agriculture
CF Industries (CF)
Monsanto (MON)
Mosaic (MOS)
Potash (POT)
Terra Industries (TRA)
Terra Nitrogen (TNH)
Infrastructure
Fluor (FLR)
Foster Wheeler (FWLT)
Jacobs Engineering (JEC)
KBR (KBR)
McDermott (MDR)
Note: I am long MOS & MDR
Agriculture
CF Industries (CF)
Monsanto (MON)
Mosaic (MOS)
Potash (POT)
Terra Industries (TRA)
Terra Nitrogen (TNH)
Infrastructure
Fluor (FLR)
Foster Wheeler (FWLT)
Jacobs Engineering (JEC)
KBR (KBR)
McDermott (MDR)
Note: I am long MOS & MDR
posted by Big Ben at Thursday, December 20, 2007
4 Comments:
I agree infrastructure in particular is a good place to invest in these turbulent times and believe the low the financial sector is presently at is creating some amazing buying opportunities.
I'm not saying the financial sector is out of the woods just yet but the biggest part of the drop is behind us and we should start looking at positions ;like Citgroup and CIBC in Canada which have been hit the hardest...
Food for thoughts
Eric LeRiche
www.http://trading-and-investing-for-beginners.com
Many of the financials are overexposed to the US housing recession. I will most likely wait at least 6 months before buying a money center bank like Citi.
I agree it's not a good time to invest in the finance sector just yet but given how hard they were hit the traders in particular should keep and eye out for the inevitable short term opportunities...
To stay on the safe side I would personally recommend you consider the consumer non-cyclical sector... Look at Pepsi (PEP) Coke (KO) and Anheuser-Busch (BUD) to only name a few...
JMHO
Keep up the good work Big Ben!
Eric LeRiche
http://trading-and-investing-for-beginners.blogspot.com/
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