I've just returned from the World Money Show in Orlando where more than 10,000 investors gathered to learn about global investing. I had a chance to meet with many of the U.S. and foreign financial experts featured at the show, and over the next week I will share some of their top investment ideas. To view all of the stocks featured in this special global report, click here.
"One of my favorite long-term growth themes is biofuels," says Elliott Gue, who believes this sector is "locked in a longer-term secular bull market." Says the editor of The Energy Strategist, "Among individual stocks in the biofuels sector, investors can look at Monsanto (NYSE:MON), Potash Corp. (NYSE:POT), Mosaic (NYSE:MOS) and Syngenta (NYSE:SYT).
"My basic outlook for all of these stocks is that pullbacks of 10% to 15% are possible from time to time, but I still I regard such selloffs as outstanding buying opportunities. In addition to these selections, I'm adding PowerShares Deutsche Bank Agricultural Fund (AMEX:DBA) to my biofuel coverage.
"The DB Agricultural Fund doesn't hold any stocks at all. This fund instead buys commodity futures contracts, a market where the majority of stock investors have little or no exposure. The fund holds a quarter of its assets in corn futures, a quarter in wheat, a quarter in soybeans, and a final quarter in sugar.
"These are the most-important traded agricultural commodities. Therefore, the fund is a good play on the overall bull market in agricultural commodities I see developing in coming years.
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