E.D. Hart

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The New Pillars of Inflation

Excellent summary. You mention base metals, agriculture, and gold, but what about energy stocks with low current prices to NAV? One stock that has appreciated 40% annually from 2002- 2007 is COSWF and it pays a 9% dividend (approximately). I agree with your thesis but it seems that you leave out dividend paying energy stocks. I like TOT, PWE, and ECA and currently hold positions in each. Also, energy service companies are a bargain right now--look into XES as a basket to play that sector.
Mar 16 20:14 pm |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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E.D. Hart

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The New Pillars of Inflation

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