fertilizer

Jim Rogers: ‘I Am Looking For More Investments In Asia And In Russia’

Regular readers of Survival And Prosperity know that well-known investor, author, and financial commentator Jim Rogers is bullish on Asia (China in particular) and Russia. As recent as April 6, I blogged about a GoldSeek.com Radio interview (released April 1) in which the former investing partner of George Soros said:

I own Chinese renminbi. I own Chinese shares… I bought recently some Russian government short-term bonds in rubles.

He added later:

There are other places I’m looking at but I’m really not very active at all. I’m mainly just watching the world unfold. Be knowledgeable, be worried, and be prepared.

That last sentence is indicative of a lot of what Rogers has been sharing with the investing public lately.

Still, it’s being reported that the CEO of Rogers Holdings and Beeland Interests, Inc. is actively looking for places to put his substantial “war chest” ($300 million estimated net worth) to work. Katya Golubkova wrote on the Reuters website last Tuesday:

Veteran U.S. investor Jim Rogers is looking at possible investments into Russian oil firm Bashneft (BANE.MM) and diamond miner Alrosa (ALRS.MM) as he aims to add more Russian assets to his portfolio, he told Reuters…

“If they (Bashneft and Alrosa) are not under sanctions, I will take a look – as I said, I am looking for more investments in Asia and in Russia but I am an American and I have to be a little bit careful.”

(Editor’s note: Bold added for emphasis)

Golubkova added:

He already has interests in Russian state airline Aeroflot (AFLT.MM), the Moscow Exchange (MOEX.MM) and fertilizer producer PhosAgro (PHOR.MM). He owns some exchange traded funds (ETFs) and is investing in Russian treasury bonds.

“I am looking for more investments in Russia. I am trying to buy into a Russian tourist company, I am optimistic about Russian tourism,” Rogers said, adding that he was also looking to buy more stocks of Russian agriculture companies

(Editor’s note: Bold added for emphasis)

A little over a year ago, I discussed an April 6, 2015, Reuters piece in which Yelena Orekhova and Olga Popova wrote:

Russia could now be “the right place at the right time” for investors, he said. His own portfolio consists largely of Russian shares, he said, among them fertiliser company Phosagro , airline Aeroflot and the Moscow Exchange…

About those “Russian government short-term bonds in rubles” mentioned a week-and-a-half ago, Rogers expounded in the April 12, 2016, Reuters article:

“If I got a chance I would probably buy more,” Rogers said, adding that he was only investing in Russian rouble bonds, not Eurobonds.

“I want to buy rouble bonds, I am more optimistic about rouble bonds than I am in Eurobonds. Rouble bonds have much higher yields.”

(Editor’s note: Bold added for emphasis)

Nice work by Reuters for staying on top of Rogers’ (potential) Russian investments.

Christopher E. Hill
Survival And Prosperity (www.survivalandprosperity.com)

(Editor’s notes: Info added to “Crash Prophets” page; a qualified professional should be consulted prior to making a financial decision based on material found in this weblog. If this recommended course of action is not pursued, then it must be understood that the decision is the reader’s and the reader’s alone. The creator/Editor of this blog is not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information contained herein.)

Source:

Goubkova, Katya. “Veteran U.S. investor Rogers looks to add more Russia to portfolio.” Reuters. 12 Apr. 2016. (http://www.reuters.com/article/us-russia-rogers-idUSKCN0X90SC). 17 Apr. 2016.

Jim Rogers’ latest book…

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Monday, April 18th, 2016 Agriculture, Asia, Bonds, Commodities, Crash Prophets, Currencies, Emerging Markets, Energy, Europe, Exchange-Traded Funds, Gemstones, Investing, Natural Resources, Stocks, Tourism Comments Off on Jim Rogers: ‘I Am Looking For More Investments In Asia And In Russia’

Jim Rogers Still Bullish On Russian Stocks

Despite the near-constant stream of bad news coming from the mainstream financial media about Russia these days, well-known investor, author, and financial commentator Jim Rogers appears to still be bullish on Russian stocks. Yelena Orekhova and Olga Popova reported on the Reuters website Monday:

Now may be the time to invest in Russian shares because oil prices have hit bottom and the Russian stock market is rising, veteran U.S. financier Jim Rogers said on Monday.

“I’m very optimistic about the future of Russia,” he told a conference in Moscow arranged by investment firm BCS. “Certainly one of the most attractive stock markets in the world these days for me is Russia.”

(Editor’s note: Bold added for emphasis)

Orekhova and Popova added:

Russia could now be “the right place at the right time” for investors, he said. His own portfolio consists largely of Russian shares, he said, among them fertiliser company Phosagro , airline Aeroflot and the Moscow Exchange.

The country’s economic downturn may make it an unlikely investment prospect, he said, but he was optimistic the stock market was going to rise more

(Editor’s note: Bold added for emphasis)

Regular readers of Survival And Prosperity might recall the former investing partner of George Soros having been bullish on the aforementioned Russian equities for some time. I noted back on November 25, 2014:

Izabella Kaminska reported on the Financial Times (UK) daily news and commentary blog today:

Russian investments now include stakes in fertiliser maker Phosagro, airliner Aeroflot, a Russia ETF and the Russian stock exchange, but he said was looking to expand into different sectors as well…

(Editor’s note: Bold added for emphasis)

According to that Reuters piece:

He also recommended buying short-term Russian treasury bills for investors with a one-year horizon.

(Editor’s note: Bold added for emphasis)

Christopher E. Hill
Survival And Prosperity (www.survivalandprosperity.com)

(Editor’s note: Info added to “Crash Prophets” page; I am not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information presented herein)

Source:

Orekhova, Yelena and Popova, Olga. “US financier Rogers says now may be time to invest in Russia.” Reuters.com. 6 Apr. 2015. (http://www.reuters.com/article/2015/04/06/russia-crisis-stocks-idUSL6N0X311W20150406). 6 Apr. 2015.

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Tuesday, April 7th, 2015 Agriculture, Crash Prophets, Europe, Exchange-Traded Funds, Investing, Stocks, Transportation Comments Off on Jim Rogers Still Bullish On Russian Stocks

Jim Rogers: Buy China, Japan, Russia, Agriculture

Last Thursday, I talked about a recent interview I listened to of well-known investor Jim Rogers. Robert Williams, the founder of the Baltimore, Maryland-based investment research/market commentary service Wall Street Daily, was asking the questions.

Apparently, I didn’t hear the entire exchange between the two. Williams got the former investing partner of George Soros in the legendary Quantum Fund to share with listeners what stocks he’s buying/intends to buy these days. From the Wall Street Daily website last Friday:

WILLIAMS: Do you have confidence in the U.S. stock market?
ROGERS: Well Bob, the U.S. stock market is making an all-time high. As you know, it’s up more highs this year than any year since 1929. That’s not a bottom. I’d rather buy – I’m buying shares in other markets around the world. I mentioned Russia… China, I bought more Chinese shares yesterday… Japan, I want to buy some more if I get time off the phone to buy more Japanese shares. You know the Chinese and Japanese markets are down 60% from their all-time highs. America’s making all-time highs as it did in 1929. I don’t know if these other markets are better, but I know buying low and selling high often turns out to be right.

(Editor’s note: Bold added for emphasis)

China, Japan, Russia. Check.

And agriculture.

On November 25, Jim Rogers appeared on the Bloomberg Television show Countdown. Host Mark Barton noted the chairman of Rogers Holdings is now an independent director of PhosAgro, Europe’s biggest phosphate fertilizer maker. Rogers shared with viewers:

So I started investing in Russia. I found this company. I’m bullish on agriculture. I’m bullish on these guys. They’re young, smart people. So here I am.

When asked what else he was bullish on in Russia, Rogers said:

I’ve been buying shares of the Moscow Stock Exchange… The easy way is the index, so I bought the ETF, as well. There are various ways to play Russia. Russia’s hated. In my view, wrongly so. And I hope, that all this is going to pass and I’ll make a lot of money.

On China, the Singapore-based investor noted:

I’m buying shares in China… Since the economic plenum of November of 2013- you know the Chinese said, “These are the areas of the economy we’re going to emphasize.” Mark, if the government is going to put a lot of money into those areas, I am too. They’ve got more money than I do. They’re smarter than I am. So I’m investing with them.

When pressed about other areas he was investing in, Rogers pointed out:

The markets that I have been investing in this year- new things- are Japan, Russia, China, agriculture. That’s where I’ve been putting my- those are all depressed markets. Why would you buy the U.S. at an all-time high, when you can buy Japan 60 percent below its all-time high, or China, 60 percent below its all-time high?

He added the following about Japanese Prime Minister Shinzō Abe and “Abenomics”:

He’s going to ruin Japan. But in the next two or three years, I hope he’s going to make me a lot of money. And the investment community. He’s making stocks go up.


YouTube Video

You can listen/read (transcript provided) to the rest of that Rogers interview by Robert Williams on the Wall Street Daily website here.

By Christopher E. Hill
Survival And Prosperity (www.survivalandprosperity.com)

(Editor’s notes: Info added to “Crash Prophets” page; I am not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information presented herein.)

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Tuesday, December 16th, 2014 Agriculture, Asia, Commodities, Crash Prophets, Emerging Markets, Europe, Exchange-Traded Funds, Investing, Natural Resources, Stocks Comments Off on Jim Rogers: Buy China, Japan, Russia, Agriculture

Jim Rogers Details Russian Investments, Shares Outlook For Developed Economies

While searching for the latest activity from the “crash prophets” this morning I came across an insightful piece on well-known investor, author, and financial commentator Jim Rogers on FT Alphaville. Izabella Kaminska reported on the Financial Times (UK) daily news and commentary blog today:

Rogers’ Russian investments now include stakes in fertiliser maker Phosagro, airliner Aeroflot, a Russia ETF and the Russian stock exchange, but he said was looking to expand into different sectors as well…

Rogers’ bullish view on Russia contrasts significantly with his outlook for Europe, Japan and the United States. Regarding Japan, Rogers proposed that Prime Minister Shinzo Abe was doing “terrible things” to Japan and advised young Japanese to leave the country as soon as they possibly could to avoid losses. However, in the short-term, he believed there were also opportunities in the stock market as a result of the extraordinary central bank action.

Regarding the Eurozone, Rogers said he didn’t own any euros, nor did he want to because he would rather buy Russia.

As ever, his outlook for developed economies remained bleak on the basis that central banks had debased the currency and that government statistics were lying about the true state of inflation in the land…

(Editor’s note: Bold added for emphasis)

It should come as no surprise to regular readers of Survival And Prosperity that the former investing partner of George Soros has been investing in Russia (blogged about in May here).

Rogers shared with the Financial Times his reasons for selecting the above Russian investments. Good stuff by Kaminska and FT Alphaville, which you can read in its entirety here.

By Christopher E. Hill
Survival And Prosperity (www.survivalandprosperity.com)

(Editor’s notes: Info added to “Crash Prophets” page; I am not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information presented herein.)

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Tuesday, November 25th, 2014 Agriculture, Asia, Banking, Crash Prophets, Currencies, Europe, Exchange-Traded Funds, Farming, Government, Inflation, Investing, Natural Resources, Stocks, Travel Comments Off on Jim Rogers Details Russian Investments, Shares Outlook For Developed Economies

Great Jim Rogers Interview

“I could buy farmland and become a farmer—although I would be hopeless at it—or buy farmland and lease it out. Buy shares in farms, farm equipment, fertilizer and seed companies that trade on exchanges around the world. Stock markets in agriculture-producing countries should do better than those in agriculture-importing ones. Retailers, restaurants, banks in agricultural areas will do well. Buy a vacation home on a lake in Iowa, not Massachusetts.”

-Jim Rogers, in a recent Barron’s interview that appeared on the publication’s website on October 12, 2013

I just got done reading a terrrifc interview of well-known investor, author, and financial commentator Jim Rogers that appeared on the Barron’s website the other weekend. Kopin Tan did a wonderful job extracting some pretty detailed information from the former investing partner of George Soros on such areas as:

-Where he thinks the U.S. stock market is heading
-Potential investment opportunities in the United States and around the globe
-Ideas for investing in these opportunities

As regular readers already know, I don’t like to steal anyone else’s thunder. So check out Tan’s interview with Mr. Rogers over on the Barron’s website here.

By Christopher E. Hill, Editor
Survival And Prosperity (www.survivalandprosperity.com)

(Editor’s note: I am not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information presented herein.)

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Monday, October 21st, 2013 Agriculture, Crash Prophets, Farming, Investing, Stocks Comments Off on Great Jim Rogers Interview

Jeremy Grantham’s Latest Investment Advice

It’s been a while since I’ve blogged about Jeremy Grantham, the co-founder and chief investment strategist of Grantham, Mayo, Van Otterloo & Co. (GMO). To be fair, the British-born investment advisor has been taking a break from his popular quarterly investment letter that’s published on the GMO website. For those of you who aren’t familiar with Mr. Grantham, he’s designated one of this blog’s “crash prophets” along with Marc Faber, Jim Rogers, and Peter Schiff due to his special talent for correctly-calling the direction of the financial markets. He so good that individual clients have included Secretary of State John Kerry and former Vice President Dick Cheney.

Grantham was the subject of a September 20 article in The Wall Street Journal in which Ian Salisbury asked him about investment-related topics, such as the depletion of natural resources on Earth. From the Q and A session:

Q: What are investors supposed to do?
A: The investment implications are, of course, own stock in the ground, own great resources, reserves of phosphorous, potash, oil, copper, tin, zinc—you name it. I’d be less enthusiastic about aluminum and iron ore just because there is so much. And I wouldn’t own coal, and I wouldn’t own tar sands. It’s hugely expensive to build coal utilities, and the plants they have to build for tar sands are massive, and before they get their money back I suspect that the price of solar and wind will have come down so much.

So I wouldn’t use that, but I think oil, the metals and particularly the fertilizers, I would own—and the most important of all is food. The pressures on food are worse than anything else, and therefore, what is the solution? Very good farming, which can be done. The emphasis from an investor’s point of view is on very good farmland. It’s had a big run. You can never afford to ignore price and value, but from time to time you can get good investments in farmland, and if you’re prepared to go abroad, you can do it today. I wouldn’t be too risky. I would stay with distinctly stable countries—Australia, New Zealand, Uruguay, Brazil, Canada, of course, and the U.S. But I would look around, in what I call the nooks and crannies. And forestry is the same. Forestry is not a bad bargain, a little overpriced maybe, but it’s in a world where everything is overpriced today, once again, courtesy of incredibly low interest rates that push people into investing. A wicked plot of the Federal Reserve.

Grantham also shared with Salisbury where he thought stocks were heading. Basically, not only does he think equities can go “a lot higher than this” with Fed backing, but they could even reach bubble territory.

It’s a really good, insightful interview, capped-off with a discussion about unbridled American optimism, which you can read in its entirety here on The Wall Street Journal website.

By Christopher E. Hill, Editor
Survival And Prosperity (www.survivalandprosperity.com)

Source:

Salisbury, Ian. “Our Chat With Jeremy Grantham.” The Wall Street Journal. 20 Sep. 2013. (http://online.wsj.com/article/SB10001424127887323665504579032934293143524.html). 24 Sep. 2013.

(Editor’s notes: Info added to “Crash Prophets” page; I am not responsible for any personal liability, loss, or risk incurred as a consequence of the use and application, either directly or indirectly, of any information presented herein.)

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Tuesday, September 24th, 2013 Agriculture, Australia, Bubbles, Commodities, Crash Prophets, Energy, Farming, Federal Reserve, Food, Industrial Metals, Interest Rates, Investing, Natural Resources, North America, South America, Stocks Comments Off on Jeremy Grantham’s Latest Investment Advice

New Calls To Regulate Fertilizer, Ban Guns After Norway Violence

My prayers go out to all those affected by those atrocious acts committed in Norway last Friday.

In the aftermath of the shootings/bombing, new calls are emerging for increased regulation of fertilizer and firearms around the world. From Australia’s Yass Tribune this morning:

Breivik allegedly made his bombs from the tonnes of readily available fertilizer and had easy access to the guns that he used in his killing spree. This begs the question of gun ownership and it is disturbing to hear that the Shooters and Fishers Party has already begun to influence our newly elected state government with the opening up of our state forests for the purpose of hunting and shooting. The party has also tried, so far unsuccessfully, to have shooting introduced into the state schools. Perhaps the sale of fertilizer, if it is not already regulated, should also be subject to closer scrutiny.

(Editor’s note: Italics added for emphasis)

Also from the “land down under” today comes this from the Herald Sun:

THE shooting spree in Norway should force Australia to ban semi-automatic handguns, Greens leader Bob Brown says…

Senator Brown said reports the killer had used a semi-automatic handgun should force a re-think of Australia’s laws.

“These would not necessarily be prohibited in Australia,” he told reporters in Hobart.

“We Greens have repeatedly called for these to be made illegal. There are limited potential uses of them, but very, very few beyond that of the police forces.

“There is no good reason for semi-automatic pistols to be in circulation in Australia and it’s one of those things that we mustn’t wait for the worst to happen before we act.”

(Editor’s note: Italics added for emphasis)

Getting back to chemical fertilizer, Aled-Dilwyn Fisher wrote the following this morning on the “Views and News from Norway” website:

Calls for stronger regulation of the sale of ammonium nitrate fertilizers have been made following the suspected use of the materials in the bombing of Oslo on Friday July 22 – with experts suggesting that new EU regulations set to be introduced in Norway are not enough…

Meanwhile, the Danish government has already announced its intention to better regulate the distribution of fertilizer. Lars Barfoed, the Danish minister of justice, was reported by news agency NTB to have said that his government “will learn from this event, and for that reason we will obviously go through the rules in order to see if there is a need to tighten up.”

(Editor’s note: Italics added for emphasis)

History reminds us that violence of the magnitude that took place in Norway is nothing new, and bad people will keep using any means at their disposal to carry out such carnage, whether the tools be military-grade or off-the-shelf. All the guns and ammonium nitrate fertilizer in the world could disappear this very instant- and it would still be only a matter of time before the next mass casualty terror attack takes place.

Sources:

Millett, Brian. “How safe are we from shooting and bombing?” Millett’s Musings. 25 July 2011. (http://www.yasstribune.com.au/blogs/milletts-musings/how-safe-are-we-from-shooting-and-bombing/2236735.aspx?storypage=1). 25 July 2011.

“Norway shooting should force gun law change, says Greens leader Bob Brown.” Herald Sun. 25 July 2011. (http://www.heraldsun.com.au/news/breaking-news/norway-shooting-should-force-gun-law-change-says-greens-leader-bob-brown/story-e6frf7jx-1226101441515). 25 July 2011.

Fisher, Aled-Dilwyn. “Calls to regulate fertilizer after bomb.” Views and News from Norway. 25 July 2011. (http://www.newsinenglish.no/2011/07/25/calls-to-regulate-fertilizer-after-bomb/). 25 July 2011.

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