Value Microcaps Motherboard

[kipp440]

I am a commodity bull! Our economy will have winners and losers. Farmers and oil drillers are winners! Housing is a loser, discount retailers like Walmart and Cosco will sell a lot of stuff. One thing we need to watch is how much of the retailers yoy gains are from higher prices. If you sold the same gallons of milk at $2 as $4 per gallon, are your sales really up? Or are you just handling more dollars. Now if you can maintain a 10% margin, your earnings are double on the same sales volume! It's all about maintaining margin!

Kipp