NOW: Noble Olam Wilmar

lolita_5

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What are yr views on these 3 asian trading houses and the outlook for commodities?
 

Keverus

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wilmar has too much debt for my liking.

nvr read up on olam or noble, so no comments.
 

dominion23

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noble up 4 cents, higher %... i have noble and wilmar in portfolio... think not bad for hedging... their prices good now... if economy tanks, they will see significant gains...

the key is to diversify
 

dominion23

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i still waiting (hoping) for wilmar to plunge further down, maybe 3.10? :o
scared interest rate hike, go invest in banks... but when the reverse happens, e.g. financial crisis, commodities go up...

maybe buy both to hedge? lower returns but lower risk

it's a balancing game... what is a good price? i don't know... not a fata master...
 

lolita_5

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scared interest rate hike, go invest in banks... but when the reverse happens, e.g. financial crisis, commodities go up...

maybe buy both to hedge? lower returns but lower risk

it's a balancing game... what is a good price? i don't know... not a fata master...
me also not master but i personally think this year will have recession in q4 due the negative signals in jan and unfavourable macro events ard the world one by one building up
 

dominion23

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me also not master but i personally think this year will have recession in q4 due the negative signals in jan and unfavourable macro events ard the world one by one building up

if there really is recession commodities will up... so if ure really confident of your prediction pls stock up commodities...

personally I don't believe recessions can be predicted so I keep my eggs spread out
 

limster

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Noble sinking due to "Iceberg???"

When googling Noble for more info, I get redirected to EDMW... first stop for financial news :)
 

lolita_5

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if there really is recession commodities will up... so if ure really confident of your prediction pls stock up commodities...

personally I don't believe recessions can be predicted so I keep my eggs spread out

icic, any commodities u foresee having a strong year in 2015?
 

lolita_5

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Noble sinking due to "Iceberg???"

When googling Noble for more info, I get redirected to EDMW... first stop for financial news :)
looks like it's olam vs muddy waters version 2.0

will CIC come out and pull off a temasek-like rescue?
 

dominion23

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looks like it's olam vs muddy waters version 2.0

will CIC come out and pull off a temasek-like rescue?

I really don't know what commodities are good haha still a newbie..: I do hold some gold stocks as hedge
 

dominion23

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kns noble anyhow lao sai

divested 4.6 lots at 1.09 to Macquarie... nv heard of iceberg this stupid firm but cannot beat market sentiment so liquidated my holdings

will look to diversify elsewhere or reinvest in wilmar
 
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