Stock Picks From the Vancouver Conference

Many of the most compelling investment ideas featured investments in oil, emerging markets, agriculture and water.
Gulfport Energy (NASDAQ:GPOR) – An oil and gas company based in Louisiana
Loews Corp. (NYSE:L) – A conglomerate with interests in three publicly traded companies: Diamond Offshore, Boardwalk Pipeline and CNA Financial
FEMSA (NYSE:FMX) – A Mexican blue chip with interests in two publicly traded companies: Coca-Cola FEMSA and Heineken
Foster Wheeler (NASDAQ:FWLT) – A large engineering and construction firm
See: Stock Picks From the Vancouver Conference

PotashCorp (NYSE:POT) and Mosaic (NYSE:MOS): Investing in The Fertilizer Crisis

Longer term, there will be pressure to produce more food. In turn, farmers will seek to boost crop yields. Fertilizers are one way to get there. There is plenty of room for growth here, as application rates remain well below recommended rates.
Of all the nutrients, potash has the greatest potential for growth. (...) Either way, both of these stocks are potential monsters. Potash and Mosaic could double their output by 2015 and 2020, respectively. About 75% of new supply coming online till 2020 is from these two titans. This provides a powerful way to increase earnings even if potash prices go nowhere. If prices do climb, then earnings will jump sharply.
(http://dailyreckoning.com/potashcorp-nysepot-and-mosaic-nysemos-investing-in-the-fertilizer-crisis/)

Buy What China Needs: Coal

As far as I know, China will still need coal. China consumed 47% of the world’s coal last year. The growth of that demand has been mind-boggling – so much so it is hard to wrap one’s mind around it. In 2000, China consumed as much coal as the US. Today, it consumes three times as much as the US. China’s leading coal stocks are all down 25% or more of late. This includes China Shenhua Energy, China’s largest coal producer, and China Coal Energy. It might be a good time to fade the Aussies and go long the Mongolians.
http://dailyreckoning.com/buy-what-china-needs-coal/