Value Microcaps Food, Agriculture and Soft Commodities

[nutsaboutgolf2001]

The "sell on news mentality" might have taken CFX lower today but it didn't. I am holding my shares but not buying more unless the stock price drops to under $13 a share. Part of the problem is that there are just so many screaming buys out there competing for money. For example the base metal miners also look rediculously cheap, I was lucky to load up on QUX just before today's nice pop. LME base metal inventories are declining at an accelerating rate, BWR also is enjoying another great day and is rediculously cheap. TCM.TO could pop any day. Also the steel/ iron ore companies look quite cheap, LIF.UN.TO which I have been accumulating is enjoying a strong day, and SID has been on a run of late, CLF which I'm out of is rallying nicely. We need more money moving into the commodity stocks for the group to take off, yet many advisors are recommending dividend paying companies; meanwhile technology companies by and large are posting strong earnings and investors are reluctant to sell them. I think a little patience is required here.