Commodities

Jim Rogers has long been a commodity bull. He runs the Rogers International Commodity Index and is bullish on everything from metals to agriculture. More recently, he is specially bullish on agriculture, which has underperformed other commodities like Gold, Copper and Oil. I just want to reference his take on commodities and the information below to reiterate my buy position on Imperial Sugar (IPSU) and Andersons, Inc., (ANDE). If anyone has knowledge of other pure commodity related stocks, I’d love to hear about them.

Best & worst performing commodity futures (from Bloomberg Financial Services)

Top 10 performers for past year
Copper: +131.44%
Sugar: +100.94
Silver: +76.18
Gold: +46.61
Heating Oil: +34.15
Crude oil: +32.71
Gasoline: +31.28
Platinum: +30.22
Soybean oil: +10.57
Corn: +9.70

Bottom 10 performers for past year
Cocoa: +3.46%
Lumber: +2.28
Natural gas: +2.12
Mini int’l cattle: 0.0
Soybean: -8.31
Cotton: -12.81
Soybean meal: -12.81
Lean hogs: -13.75
Live cattle: -14.66
Coffee: -15.82
 

– Faisal Laljee
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