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Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Read Answer Asked by Sonny on June 21, 2022

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
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