(This is not Turtle Trader or Trend Following blog.
All stock and strategy mentioned in this blog do not represent buy or sell. This is my digital diary to express my thoughts and opinions about the world of investing. Ultimately, you will be responsible for your own decision. Please consult your investment adviser before taking any investment position).
Tuesday, March 8, 2011
Jim Rogers: Short emerging markets, Nasdaq. Long Commodities
It's has been a while we did not hear from Jim Rogers. Here is his latest investment strategy.
What is your comment on Landmark. They have already started their project in Bintan and it's quite cheap now at around 1.40 It's good for long term say a 5 years horizon.
If the land price is escalating and they have acquired the land much earlier, there is a good chance that they can profit from this development. However, if majority of the project is hotel related, it will difficult for them to unlock the value.
What is your comment on Landmark. They have already started their project in Bintan and it's quite cheap now at around 1.40 It's good for long term say a 5 years horizon.
ReplyDeleteIf the land price is escalating and they have acquired the land much earlier, there is a good chance that they can profit from this development. However, if majority of the project is hotel related, it will difficult for them to unlock the value.
ReplyDelete