Let me know if I left anyone out.
Here are the choices:
Coal
Natural gas
Nuclear
Apple
Shippers
Steel
Aluminum
Silver
Bitcoins
Gold
Chinese stocks
Solar
I’m mixed on this question due to my overall bearish opinion on stocks. However, if forced to choose, I’d have to go with shippers, thanks to the upside potential and unsustainably low rates that currently plague the industry.
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Shippers, DSX is best in group…
Gas, au natural
Nat gas then the precious metals. Up tape natty for sure down tape the pm for sure.
Bitcoins if offered as section8 application insurance.
Miners
I like the idea – what’s your favorite way to play the shippers and what is your time frame for pricing power to come back?
Dsx is the safe bet.
But I own a million shares of FRO, so color be biased.
Indeed. I really do like the idea with how poor sentiment is right now. I need to do some analysis on the industry because I know close to nothing other than to have a bias towards cleaner balance sheets. Is there any good research out there or analysts you’d suggest for the sector? Also, how’s the liquidity, is it hard to get in and out?
Tough call; gold miners trading sub 75% of book value with no major acquisitions in the last 5 years look like low-hanging fruit just on the basis of mean reversion (those with South African operations were sold off en masse last year for good reasons, though SA mining strikes are cyclical and never last too long).
Shippers are appealing for the reason you mention, and NatGas looks cheap, but there’s always the perpetual supply thing. I’m not experienced enough in that market to trade with any conviction.
Always like nuclear, though it doesn’t look near as cheap as the gold miners. Most of the large cap gold miners are value traps, but some of them are just too cheap. Some are even stupid cheap enough to become acquisition targets despite the industry’s inability to consolidate over the last half decade.
tough question..!?!.
(partial to some)
I’d go with Steel..
😉
*truth
Terrible post, Mr. Fly. Dissapointed…
BANNED
I’ll never get accustom to moderation..
apple is fucked as jobs still relevant roadmap sucks and it will only get worse. If they release iphone 5S this summer its over. Fly was right on his call re. cook.
The apple story to run the course took awhile. Jobs died and it ripped. The correlation between that stock and the overall market now is scary. Socialism is here and growing but it must be bullish? 0care hits all in jan 1 2014 along with neverending tax hikes on everything(gas booze healthcare breathing and everything else to feed the state). Is this the sucker rally like apple last year?
Turn around sector, at some point the Clams will fail…
Dollar
VIX
Already have some $ULTR
Tempted to add some $RLOG though, Water levels looking good (payloads)
Then again ?
Consumer staples bubble stocks to ‘turnaround’ and dump 20% – making 3% divs look stupidly skinny as a crutch to buy
Only then a real turnaround from PMs as buyers chase the precious metals to hedge Bernank going turbo charged on the printer
Miners and shippers for that matter need global growth and the Printers are yet to conjure much of that…
Oil. It’s a bit of an inflation play, it’s a global recovery play, and it’s the very definition of “out-of-favor”. It could be a medium (this year) play, but it’s probably best seen as a longer term investment.
Note that oil does not equate to Bakken etc – neither the operators nor their products.
I like your earlier theme of the day. Live by the sword, die by the sword.
DXY
Bout time this joint had a decent metal reference
God listens to Slayer
And is probably buying silver
Gold and silver via CEF
hmmmmm…gonna go with apple making a comeback to glory …not sure how (china, tv, watch) but they just make too much god dam $$$…think 420 is a bottom….
Dry shipping for sure. DRYS. They have the interest in ORIG as well. The rest of them are just boat companies.
Use this link to watch the presentations at last month’s Capitallink shipping forum in NYC. It’s free
http://forums.capitallink.com/shipping/2013newyork/signup_archive.html
Nuclear:
Japan economy needs the juice
Wind/Solar too expensive to implement extensively
Base load build required if alternative energies are to be expanded
Environmentalists turning on nuclear opponenets in their ranks – no emissions
Natty prices are rising
I’ll go with nuclear also.
How do I play nuclear?? Ideas??
@Mike
CCJ is big player.
NLR
miners via M&A
semi conductors, like MRVL, CY, INTC
grandpa says stay long K
Coal, with natty up. Utes will switch back over $4 for any length of time
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I agree M. LeFly: $trippers should perform… well.