General Stock Ideas

[bigworld]

gfp: I will be using primarily commodity producer ETF's as well as a few country specific ETF's that are heavily dependant upon commodity production. I will be buying these once the S&P drops under 1000 and as I cover my short positions. Here's the highlights of my potential list. Look at the charts when the time comes. Buy the ones that have come down the furthest from their highs. In this type of market environment you short those areas that have risen the highest from their lows and buy those securities that have fallen the furthest from their highs. The higher the "beta" the stronger the swings.

PBR = Petrobras (BRazilian oil company stock)
EWZ and BRF = Brazilian ETFs
HAP = Hard Asset Fund ETF
JJA,RJA and MOO = agriculture ETF's (side note...agriculture did not fully participate in this previous rally so I look for it to outperform in the next rebound)
SLX = Steel
KOL - Coal
GDX and GDXJ = Gold miners
SLV = silver
DBB = Base metals
XME = energy and mining
FCG = natural gas
EWH = Hong Kong ETF
FXI and GXC = Chinese ETF's