Malthusian thought of the day;
7 million net new humans are being added to the Earth every month. Or put another way; the entire population of the US is added every 4 years.
Stocks I'm watching this week, I don't see any huge multinational names out there early in the week.
MondayCNOOC (CEO) and
China Petroleum & Chemical (SNP) - 2 Chinese "oil" stocks
Compass Minerals (CMP) - this "salt" stock is simply relentless - mentioned here (
Mar 3: Who Knew? Salt?)
Covance (CVD) - yet another of the contract research outsource outfits.
Flowserve (FLS) - we have a dearth of ways to play for the ultimate natural resource - fresh water. This is a corollary way.
FMC Technologies (FTI) - former fund holding in oil services
Fund holding Mastercard (MA) - one of my favorite business models - I am praying for the day they miss, and the stock will sell off 30%.
Fund holding Silver Wheaton (SLW) - I've pulled back sharply on this name; they have seemed to detach as an inflation hedge the past 3 weeks or so.
Fund holding Sohu.Com (SOHU) - I don't own enough of this Chinese rocket ship; talk about a technical breakout
Texas Roadhouse (TXRH) - only because I am curious about the prices of meat, and their projections
Tyson Foods (TSN) - big chicken seller in the US; been watching this since late summer as a proxy on prices/inflation
Visa (V) - you could of picked any day to report, and you conveniently have to report exactly the same day as your arch rival. Nice.
TuesdayAgco (AG) - former fund holding in agricultural equipment - their sales should be booming especially with the US peso.
Buffalo Wild Wings (BWLD) - chicken inflation! Coming soon.
Burlington Northern Santa Fe (BNI) - railroad. Ships ethanol, fertilizer, coal. Ships stuff from China to Walmart so desperate Americans can buy it.
