Olam International

[ag88]

despite the high commodities prices and there is a possibility that such commodities prices could go up (much?) higher i.e. food shortage could chase prices really high
same with oil

i've been avoiding such stocks in part due to the large volatility swings

i'm not sure how to handle commodities to make out a sensible investment thesis on these. e.g. investment criteria, risk management, etc, any 1 care to share?

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another group of stocks which has similar bubble like, volatile behavior is perhaps property asset stocks (e.g. UIC, UOL etc) and REITS

my 2 cents here:
http://www.valuebuddies.com/thread-277-p...ml#pid1915