Yes, no commodities. Like DBA for commodity exposure, my largest position.
Do not have position in MOO, but if stock market gets whacked good in Sept/Oct, then likely will take a position.
Looking to buy TSN, which Don Coxe has spoken highly of with exposure to livestock (beef chicken pork). Coxe believes TSN can pass on the increased costs to end consumer at higher profit margin. TSN got whacked real good on their latest financials, certainly was not passing on their increased grain costs this last quarter... Nonetheless, going forward I believe TSN is a good investment, may buy position if it hits support at below $18
