bullish on who will be Time’s Person of the Year 2013

Drones (or "The Drone") (as of 2012 NOV 10) 

bullish on who will be Time’s Person of the Year 2012 

actual result: Barack Obama

Xi Jinping (as of 2012 SEP 16); Aung San Suu Kyi (as of 2012 APR 3); Bo Xilai (as of 2012 MAR 24) 


 

Thursday
Sep062012

Felda Global Ventures Holdings (FGV:MK) got my attention on August 21 in a WSJ article "Hot Port for IPOs: Malaysia" for a couple of reasons.  First, the Felda story was newsworthy  (Felda being the second biggest IPO of the year behind Facebook) and not a general yawner about developing markets or the BRICs (such as the Barrons cover story a week earlier identifying the top 10 companies in China, which would have been a great cover story--were it published about 10 years ago).  Mostly, Felda got my attention because of its land.  It owns plantations (currently 880,000 acres of palm plantations in Malaysia) and looks to acquire more.  This site's blog post on August 6 suggested it is bearish in general if people are worrying about food, but here I would suggest that it is worth investigating whether or not it is bullish specifically for a company (i.e., Felda) to have a mission of owning land for producing things that can grow from it including oil palm, soybean, canola and sugar products (as well as rubber plantation products and Oleochemicals).

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