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Q: The brutal war in the Ukraine is expected to cause global food shortages. With the exception of fertilizers, how should a retail investor play this trade?
Thanks for your insights.
Ian

Read Answer Asked by Ian on June 13, 2022

Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?

Read Answer Asked by Scott on June 06, 2022

Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.

Read Answer Asked by eugene on May 19, 2022
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