Monday, October 19, 2009
In the video I think I say something about China and how the shipping companies which rely on the export story are struggling (as noted in the Asia Trader column) and then I think I say something some of the ag stocks having bright prospects (as mentioned in the Abelson column) and tying that in with other stocks that capture the story on the ground like China Mobile (CHL), which is a client holding, some of the infrastructure stocks and so on being better ways, IMO, to buy the country but if you look at the scenery, well, who cares what I'm talking about.
Our little National Park and animal volunteer trip is coming to an end. Today we are driving back to Prescott. It is about a five hour drive and Joellyn is pretty stoked about listening to CNBC for that long.
Below are a couple of pictures of Bryce Canyon. I don't know if the video does it justice and I do not know if our pictures will either but it is truly an amazing place.
Posted by Roger Nusbaum at 5:03 AM