I'm seeing a lot of ppl trying to buy the bottom of beaten tech in this sub. Don't get me wrong, if you get it right and find the beaten down tech name that is approaching value territory and has quality factor then you could hit it big… Still i'm looking at a few tickers to play the current commodity boom or even a possible super cycle across multiple commodities. Tell me what you think. I have already started adding to these positions.
RJA – grain futures commodity basket.
GOGL – dry bulk shipping.
COPX – I posted abt this copper mining etf a while ago. It has been one of my biggest winners throughout the last 1.5 years. Keep in mind 2 facts: EV require 6x the amount of copper and their has only been 1 new copper mine created in the last century. Copper mines take 15 yrs to begin operation.
UNP – Railroad. Legacy business returning large amounts of capital via buybacks. Has a volume monopoly on the shipping of certain key industrial materials.
PICK – Base metals mining companies. I regrettably sold this a while back.
AA – Alcoa. Aluminum production leader that could possibly make unprecedented profits in the next few years. This is also a play on the current Russo-Ukraine War and its ensuing supply bottlenecks.
A possible hedge could maybe be simply going long QQQ.
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