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21.08.2012, 16:11
| | Junior Member | | Join Date: Dec 2009 Location: geneva
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| | | investment ideas
I have cash sitting in the bank, with virtually no interest at all. Are there any good investments opportunities for CHF with an investment horizon of around 1 or 2 years? I have looked into some equity funds, but the fees are too high. I wonder if there are good value stocks that offer dividents of around 5%.
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21.08.2012, 16:44
|  | The Modfather | | Join Date: May 2010 Location: Basel Stadt
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| | | Re: investment ideas | Quote: | |  | | | I have cash sitting in the bank, with virtually no interest at all. Are there any good investments opportunities for CHF with an investment horizon of around 1 or 2 years? I have looked into some equity funds, but the fees are too high. I wonder if there are good value stocks that offer dividents of around 5%. | | | | | You want the stocks to be quoted in CHF, so therefore a Swiss business, right?
I'd suggest that your time horizon is a bit short for a country surrounded by euro markets, but i've always thought that Nestle stock is better than any Swiss bank account
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21.08.2012, 18:50
| | Junior Member | | Join Date: Mar 2010 Location: Switzerland
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| | | Re: investment ideas | Quote: | |  | | | I have cash sitting in the bank, with virtually no interest at all. Are there any good investments opportunities for CHF with an investment horizon of around 1 or 2 years? I have looked into some equity funds, but the fees are too high. I wonder if there are good value stocks that offer dividents of around 5%. | | | | | This is a good question. I am also interested in investing, what are other options?
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21.08.2012, 19:26
| | Senior Member | | Join Date: Apr 2007 Location: Zollikerberg
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| | | Re: investment ideas | Quote: | |  | | | This is a good question. I am also interested in investing, what are other options? | | | | | Not sure about other options, but the Nestle suggestion is excellent.
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21.08.2012, 19:28
| | Newbie 1st class | | Join Date: Dec 2011 Location: Bern
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| | | Re: investment ideas
How about Pepsico / Frito Lay Trading Company GMBH ?
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21.08.2012, 19:29
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas
Buy Soybeal Oil. Only until December or Jan.... Should make 50%+
There is an ETF for it if you dont have a futures account.
SOYO LN..... Its an ETF in London.
Supply doesnt reach demand and its getting worse. Basically there is about a 25 day supply of cooking oil in the world. With the failure of the US crops this year we will have about a 70 to 90 window of no cooking oil.
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21.08.2012, 20:01
| | Junior Member | | Join Date: Dec 2009 Location: geneva
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| | | Re: investment ideas | Quote: | |  | | | You want the stocks to be quoted in CHF, so therefore a Swiss business, right?
I'd suggest that your time horizon is a bit short for a country surrounded by euro markets, but i've always thought that Nestle stock is better than any Swiss bank account | | | | | Sounds interesting. Is there some kind of online equity trading platform in Switzerland? Or I need a stock broker?
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21.08.2012, 20:18
| | Newbie 1st class | | Join Date: Dec 2011 Location: Bern
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| | | Re: investment ideas | Quote: | |  | | | Buy Soybeal Oil. Only until December or Jan.... Should make 50%+
There is an ETF for it if you dont have a futures account.
SOYO LN..... Its an ETF in London.
Supply doesnt reach demand and its getting worse. Basically there is about a 25 day supply of cooking oil in the world. With the failure of the US crops this year we will have about a 70 to 90 window of no cooking oil. | | | | | And ur sources are ??
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21.08.2012, 20:33
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas
My sources are what???? I am the source.
Ive been an agricultural analyst for the better part of 15 years. I do this for about 20% of my living.. If you didnt know that the US is out of food you must be under a rock or not reading the news. The USA is the Saudi Arabia of food. They will cut exports to the rest of the world starting in December. | Quote: | |  | | | And ur sources are ?? | | | | |
Last edited by Zuger; 21.08.2012 at 20:42.
Reason: If you dont like Big Boobs? Youre Gay!
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21.08.2012, 21:03
|  | The Modfather | | Join Date: May 2010 Location: Basel Stadt
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| | | Re: investment ideas | Quote: | |  | | | How about Pepsico / Frito Lay Trading Company GMBH ? | | | | | Pepsico is quoted in New York, not Switzerland / chf
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21.08.2012, 21:06
| | Junior Member | | Join Date: Oct 2006 Location: Wollerau
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| | | Re: investment ideas
The whole world knows it and it's not discounted in the price yet.
Is it just me that this does not add up for?
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21.08.2012, 21:09
|  | The Modfather | | Join Date: May 2010 Location: Basel Stadt
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| | | Re: investment ideas | Quote: | |  | | | Buy Soybeal Oil. Only until December or Jan.... Should make 50%+
There is an ETF for it if you dont have a futures account.
SOYO LN..... Its an ETF in London.
Supply doesnt reach demand and its getting worse. Basically there is about a 25 day supply of cooking oil in the world. With the failure of the US crops this year we will have about a 70 to 90 window of no cooking oil. | | | | | True to a degree....But i disagree with your conclusions
The US weather isn't exactly a secret, and yet the prices aren't rising. Why would that be? I think its because palm oil stocks are very high. I doubt you'll get a 50% return unless the weather gets much much worse
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21.08.2012, 21:10
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas
OH NO!!!! Not an academic!!!! The real world doesnt work off of "modern portfolio theory"..... Sorry.....
So if you think Im an ass, then track the price and holla back in 3 months.
Agricultural prices dont go up until there is a panic my friend. Look at wheat 2 years ago. Took 5 months after the Russian crop failed for them to explode. | Quote: | |  | | | The whole world knows it and it's not discounted in the price yet.
Is it just me that this does not add up for? | | | | | | 
21.08.2012, 21:14
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| | | Re: investment ideas
CPO is a small % of global oilcrops still. There is an explosion in supply. But the global supplies will be at 25 days, even under the best CPO scenarios. If CPO goes to the lower end and Russias oilseed crop doesnt keep up with USDA estimates then we will be down to about a 19 day supply. | Quote: | |  | | | True to a degree....But i disagree with your conclusions
The US weather isn't exactly a secret, and yet the prices aren't rising. Why would that be? I think its because palm oil stocks are very high. I doubt you'll get a 50% return unless the weather gets much much worse | | | | | | 
21.08.2012, 21:18
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas
Global CPO production is only up by 2Mmt this year....... How is crude palm oil going to make a difference?
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21.08.2012, 21:18
|  | The Modfather | | Join Date: May 2010 Location: Basel Stadt
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| | | Re: investment ideas | Quote: | |  | | | CPO is a small % of global oilcrops still. There is an explosion in supply. But the global supplies will be at 25 days, even under the best CPO scenarios. If CPO goes to the lower end and Russias oilseed crop doesnt keep up with USDA estimates then we will be down to about a 19 day supply. | | | | | Palm oil is 20% bigger globally than soy oil.
And Russian crops are developing very nicely.
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21.08.2012, 21:20
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas
I was in Russia last week, and no, they are not.......... We own farms there.
CPO is 30% of the global Oilseed market and its not growing that fast. Would you like me to send you the chart of global supplies for all combined oilcrops? | Quote: | |  | | | Palm oil is 20% bigger globally than soy oil.
And Russian crops are developing very nicely. | | | | | | 
21.08.2012, 21:22
|  | Forum Veteran | | Join Date: Apr 2008 Location: ZH: The New Jersey Of Schweiz
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| | | Re: investment ideas | Quote: | |  | | | And Russian crops are developing very nicely. | | | | | Youre making up shit because you dont like my idea. Or is that because you have never traded a futures contract before? http://www.bloomberg.com/news/2012-0...mmer-heat.html | 
21.08.2012, 21:22
|  | The Modfather | | Join Date: May 2010 Location: Basel Stadt
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| | | Re: investment ideas | Quote: | |  | | | CPO is a small % of global oilcrops still. There is an explosion in supply. | | | | | | Quote: | |  | | | Global CPO production is only up by 2Mmt this year....... How is crude palm oil going to make a difference? | | | | | | Quote: | |  | | | CPO is 30% of the global Oilseed market and its not growing that fast. Would you like me to send you the chart of global supplies for all combined oilcrops? | | | | | No thanks, dude....I'm good | 
21.08.2012, 21:23
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| | | Re: investment ideas Russia, Ukraine
Farmers in Russia will harvest 8 million tons of the oilseed, down from 9.5 million tons last year and 400,000 tons less than last month’s outlook, the report showed. Ukraine’s sunflower-seed crop is seen falling to 8.6 million tons from 9.3 million tons, with the outlook cut by 600,000 tons.
The outlook for Northern Hemisphere sunflower-seed production is “declining at an alarming rate,” Oil World wrote. “Production prospects have considerably deteriorated as a result of unfavorably hot and dry conditions.” | Quote: | |  | | | No thanks, dude....I'm good  | | | | | | |
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