About
Occupation: Journalist, Private Investor
Interests: Emerging Markets, Funds, Oil, Stocks
I'm a business journalist and spend quite a lot of my time checking out interesting commodity stories - oil and gas, metals, agricultural plays, and most recently alternative energy investments. I know 'picks and shovels' made a lot of people money in the Internet boom years, but I prefer real physical picks and shovels, or drilling platforms and combine harvesters. But I do bear in mind that the price of my stocks is always going to be set by the supply and demand for the end product - so I am not a gold bug. Not at current prices, anyway!
Investment Strategy
Risk Appetite: Risk-Taker
Avg. Holding Period: < 3 years
Strategy:
I suppose I have a bit of a bar-bell approach - lots of BP and Shell, some Anglo and BHP, and then looking to the smaller stocks to add some value. Can't quite make that strategy work in softs though :-(
Monkeynuts's Blog
I'm a business journalist and spend quite a lot of my time checking out interesting commodity stories - oil and gas, metals, agricultural plays, and most recently alternative energy investments. I know 'picks and shovels' made a lot of people money in the Internet bo…
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