weekend reading

Basic Points a 51 page investment journal on Global Economy
(and direction to choose by investors)
by BMO Nesbitt Burns (October 11, 2007)


► For clients in Canada and Europe, we recommend a similar switch from bonds to commodity equities. Foreign investors should review their countries’
export industries’ competitiveness under a sharply devalued dollar.
► Agriculturals remain our favorite commodity stock sector for new money commitments. The fertilizer, farm equipment and seed companies remain excellent value for long-term investors.