Protecting Your Wealth as Recession Fears Rise
Fertilizer Stocks: Benefiting From the Ag Boom
“We’ve actually been waiting for the fertilizer stocks to pull back a little bit, and that’s why we waited to upgrade the stocks until now, and they have pulled back a bit … With the names that are involved with the Potash fertilizer and also with the phosphates, I think you can buy those stocks now on the pullback.”
- Michael Judd, Greenwich Consultants Chemical Analysts
Judd recommends: Mosaic, Potash and Compass Minerals.
Banking on Banks: A Quantitative Strategy
“We’re buying the banks, using a strategy that looks for big, market-leading companies that have either high shareholder yield — which is buyback plus dividend yield — or just straight out high dividend yield. One of the things we’ve found is … if you look at the dividends on some of these stocks, they’re out of this world.”
- Jim O’Shaughnessy, O’Shaughnessy Asset Management
O’Shaughnessy recommends: Citigroup.