07.02.2014 - Top ideas playing out in commodity arena
We have obviously been early in buying this dip, but truth be told we would rather be early in buying a correction during a bull market than early buying in a downturn during a bear market. The fact that we have spread out our purchases is also of comfort, but the point that we want readers to take away from all of this is that we continue to average down in our recent purchases as we are using cash and not margin in those accounts buying this high quality commodity names...............................................Full Article: Source
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