Thursday, April 11, 2013

GRANTHAM: Buy Natural Gas, Buy Copper Ore, Buy Phosphorus, And Short Corn

According to the Globe and Mail: Jeremy Grantham, the famed and gloomy U.S. contrarian investor, has a few hot tips for people who want to make a lot of money over the next few years: Buy natural gas, copper ore and phosphorus miners.

Mr. Grantham, speaking in Toronto at a conference on value investing organized by the Richard Ivey School of Business, said that investing in natural gas at today’s low prices is a no-brainer because the fuel, now in a glut because of surging supply from new fracking technology, will eventually flip to a shortage, bringing large gains for properly positioned portfolios....

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