Manufactured Housing materials are made up primarily of petroleum products, which in addition to most other commodities that are used in housing have been crushed recently. Also, MH has not seen the tremendous run up in prices that conventional housing experienced, and therefore should not be experiencing the decline.

Manufactured Housing materials are made up primarily of petroleum products, which in addition to most other commodities that are used in housing have been crushed recently. Also, MH has not seen the tremendous run up in prices that conventional housing experienced, and therefore should not be experiencing the decline.

Dominating their high barrier-to-entry field, and their main cost (petroleum) has gone way down.

Copper and Gold. Gold because I am bearish on the dollar, and I think foreign countries are going to sell their dollars and buy gold. Copper because of the tech product cycle that requires loads and loads of the stuff.

The turnaround is starting to get underway, and oil prices have retreated enough to take a lot of the strain off of them. And a nice dividend while I wait for it to climb.

Electric provider for 90% of the population of Hawaii... high barrier-to-entry, kicks off a nice dividend, and owns one of the largest banks in the islands.

I think the turnaround is starting to happen and I want to get in at the ground floor. Also kicks off a nice dividend as well.

most of dd's products come from petroleum, which is now down a ton and should make their earnings rise. also they are trying to recapture the high margin agricultural seed business they once had (through pioneer), and that shouldn't be that hard with the AG commodities running up. also they produce nitrogen, which corn requires gobs and gobs of.