On sector of interest to me is the waterbound shipping companies. I personally bought a significant amount of Genco shipping near its bottom of 42 during the pullback. This entire sector is on an amazing run as investors have started to realize that a slowdown in the US economy does not necessarily mean a slowdown in international economies. Read the rest of this entry »
Over the past twelve months, a historic shift in fundamentals has occurred in the Agricultural industry, specifically with fertilizer producers. Fertilizer pricing has traditionally been driven by excess supply, with demand increasing at a marginal rate annually from world population growth. This allowed for little pricing leverage for producers of potash, phosphate, and nitrogen based fertilizers. However, times have changed due to the development of substantial new crop demand resulting from an increased focus on renewable fuels in developed countries, coupled with booming emerging market economies.
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