SOS Investment

Where to put your money 2009:

Short Term (ST) 1-2 yrs

Medium Term (MT) 2-3 yrs

Long Term (LT) 3-10 yrs

These are the gems from the experts:

Marc Faber (ST)

1. Cisco


2. Intel


3. Oracle


4. Microsoft

Marc Faber (MT and LT)

1. Gold mining stocks (Newmont Mining of USA, CDRC of Brazil)


2. Banking stocks like OCBC and UOB (Singapore)


3. Physical gold

Peter Schiff (ST & MT)

1. Ascendas REIT (AEMN.SI) Singapore - High Yield (12.9%)


2. Singapore Petroleum (SPCS.SI) Singapore - High Yield (11.0%)


3. Baytex Energy Trust (BTE) - High Yield (16.0%)

Peter Schiff (LT)

1. Gold mining shares


2. Physical Gold & Silver

Jim Rogers (ST)

1. Yen (expected to appreciate another 10% from 91 and then change other currency)

Jim Rogers (MT & LT)

1. China stocks (infrastructure & agriculture not impact by crisis)


2. Physical gold and gold mining stocks

Marc Faber, Peter Schiff & Jim Rogers share the same views

• LT US dollars going to collapse due to hyperinfation


• Stimulus package by US will fail


• Recessions will be long term (equity will rebound occasionally)


• Temporary US dollar strength due to continuous deleveraging (Roubini said only USD1.0 trillion write off for bad debts, there will be another USD2.6 trillion to come)


• The US Government shout not intervent with the market (i.e. with the spending package)


• Let the ailing companies fail so that reallocation of capital is efficient and reward the competents, not bailing out the incompetent bankers or car makers

MyView

I think they are right in their MT and LT calls. Just follow them, it will not go wrong. But first, do your own research, it is your own money, you must have your own strategy.