Five for Friday (and the Weekend)

A few things for your consideration between now and Monday:
On the heels of Anthony Bolton reporting his view that commodities are losing their luster, comes this Bloomberg story about the John Hancock Global Opportunities Fund paring its commodity-related stock holdings. Note the fund hasn’t sold off all such stocks. You know I certainly haven’t been big into commodities. But taking profits by scaling back if you have been invested seems prudent to me. I remember reading longtime newsletter writer Doug Casey some years ago. He said that gold stocks were to be traded, not bought and forgotten about. My hunch is the same is true for commodities across the board, though I’m no expert.
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Fuente Original

  30 May, 2008| Fundamental Analysis | @ 18:43

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