Open Question
Foote, I don't know if you saw this article but I have always considered Jon
Markman to be quite bearish and this article (toward the end) discusses
agricultural and shipping industries. Hope it helps.
http://articles.moneycentral.msn.com/Investing/SuperModels/get-ready-to-party-li
ke-it-is-1991.aspx?page=2
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Val - thanks. Looking for out of favor sectors/companies - contrarian/value
approach. Ag is a global long term play (China India...). Industrials (not the
Dow) could be another sector going forward I think on say 1 to 2 year time
frame. Brazil fund BRF is another one I bought recently. Not trading time
frame, been wrong before, so as usual, will punt and play defense if needed.
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