Growth
Companhia Siderurgica Nacional (SID)
Brazilian vertically integrated steel company - a great way to play the global infrastructure boom.
Offshore oil rig maker - with oil above $70 dollars/barrel the hunt for black crack is on. During a gold rush, invest in the companies that make shovels!
Potash Corp./Saskatchewan (POT)
A way to play the increased demand for food in the emerging markets. More people eating more food= good for fertilizer companies like Potash.
Oil rich middle east needs planes? Globalization? 787 Dreamliner makes flying tolerable for even the most fearful passengers (myself included) while using less fuel? Boeing looks poised to grow. (Boeing helps you hedge against a potential Iran conflict with big defense contracts)
The shortage of dry bulk capacity coupled with an increase in shipping demand coming from manufacturing growth in Asia and new investment in infrastructure worldwide should prove favorable for the shipping sector.
A growing international presence with one of the stronger balance sheets of any financial institution. The future looks good for JPM.
