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COMMENT

Of all of the fertilizers, this is the right one to be in. Just be mindful of the natural gas component. It could have a spike and that could put a negative bent on this in the short term. There is pricing pressure on the whole fertilizer business. He just wouldn’t play agriculture.

chemicals
DON'T BUY

The drawback with this company is that there is a real push to improve the emissions of pollutants from these engines, and that is going to be a bit of a dilemma. The name he would encourage you to buy instead would be Cummins (CMI-N). Feels the US government will be creating some kind of a program to encourage trucks from diesel to natural gas and Cummins will be a massive winner on this.

INDUSTRIAL PRODUCTS
BUY

Feels the US government will be creating some kind of a program to encourage trucks from diesel to natural gas and Cummins will be a massive winner on this. Global footprint. Have reputation of boosting their dividend every year. Dividend of about 1.9%.

INDUSTRIAL PRODUCTS
COMMENT

This is an ETF based on the volatility of the S&P 500. This is not a long-term investment. He uses this when he thinks things are getting overheated or under heated and doesn’t want to necessarily be making a directional call. Volatility has been trading at low levels for quite some time but has a nasty habit of popping up and you never really know when it happens.

indexes
BUY

Aimco just sold their holdings of about 56 million shares and the stock dropped about 9.5%. He participated in buying part of this. This is a go to name for US investors when they start looking at buying drilling companies out in Canada. Well diversified and has a lot of torque in it. With natural gas over $4 and crude up around $90 or so, there will be more drilling. He would buy CanElson Drilling (CDI-T) as a holding, but would buy this one as a trading position.

oil / gas field services
BUY

With natural gas over $4 and crude up around $90 or so, there will be more drilling so he would buy this one as a holding, but would buy Precision Drilling (PD-T) as a trading position.

oil / gas
PARTIAL SELL

(Market Call Minute.) Sell half of your holdings as it is a little bit rich. Feels there is a chance they will buy a competitor and there may be some stress.

INDUSTRIAL PRODUCTS