2008年投资热点之一: 谷金

俗话说,热点投资是淘金.

今年,黄金继续热,炼的是实物金;
近年来,石油热,淘的是黑金,

去年以来,今年乃至未来一,二十年热点是农产品-五糙十谷是:谷金. 摘要一段文章如下:

In 2008, grain will become recognized as the new gold, agriculture companies as the new tech stocks and the Mississippi basin as the new Silicon Valley. Many fertilizer and seed companies' shares did very well in 2007, yet you ain't seen nothin' yet. Farm-focused companies combine innovation with scarcity, and the result is strong growth that's unlikely to abate.

Droughts in Australia, China and Ukraine have slashed crop yields this year, pushing wheat and soybean prices to record highs. Meanwhile, the demand for corn and sugar cane as feedstock for soaring U.S. and South American ethanol use is hitting a wall in the lack of cropland and water. Since ethanol use is mandated by government and has become an increasingly inexpensive alternative to crude oil, thinning supplies are being allocated by price.

Schroders asset manager Christopher Wyke told Bloomberg he believes "we are in the early stages of a rally that could last 20 years in agriculture" as prices "are historically cheap."

Commodity experts say agriculture rallies typically last two to four years and push prices up as much as three times. My list of companies to take advantage of this trend hasn't changed since I first wrote about it last year. On dips only, consider Monsanto (MON, news, msgs), Mosaic (MOS, news, msgs), Potash of Saskatchewan (POT, news, msgs), Bunge (BG, news, msgs), CF Industries Holdings (CF, news, msgs), Terra Nitrogen (TNH, news, msgs), Deere (DE, news, msgs), CNH Global (CNH, news, msgs) and AGCO (AG, news, msgs).

今年,我也在这个板块上投资有8~10%的资金,期待获得20%的回报.