Walgreens Boots Alliance Inc (WBA)

[big-yank]

My 2013 strategy will depend, first, on the fiscal cliff resolution. Depending on outcome I will likely return to a long position in mReits although I expect yields to drop to closer to 10-11%. My strongest interest remains in diversifying my portfolio in nat gas, nat gas pipeline, nat gas equipment and LNG oceangoing tankers. My next biggest interest is in nat gas infrastructure and vehicle conversion technology.

I am now out of retail and I see a weak 2013 for most established players in this sector. I do like casual-serve restaurants like Darden which I have traded in and out of for years, and Cheesecake Factory. I also like Chipotle, though its valuation is relatively high.

I am also tracking several commodity and related trades like Freeport-MacMoran, Potash, Bunge and Rio Tinto.

GLTA,

Yank