Maureen from Delaware is looking for an investment that will hold up during a recession. In particular she’s looking at global infrastructure sector. She says she could go with the MacQuarie Global Infrastructure Fund but it seems to have little exposure to China and India. She prefer a stock with more exposure to China and India and wants to know if the guys have any ideas for her.
Tim is a little concerned about being able to find something that would stand up in a U.S. recession but would still lead China and India higher. CEMEX (CX) is a global infrastructure play that will probably do all right as long as there isn’t a full-blown global recession. If you want Asian exposure, Tim says, go with China Telecom (CHA) which will continue to see expansion and is more impervious to a U.S. economic slowdown.
Debbie from Indiana has a degree in agriculture. She says she’s very excited about the price of corn, and happy to see the growth in stocks like Potash (POT), Mosaic (MOS), Monsanto (MON), Landec Ag (LNDC) and so on. She wants to know if she should unload fertilizer stocks in June, and if so, what stocks she should go into that might really pop if we see some dry weather over the summer.