what themes are worth being invested in presently ?

Let's go international. I like investing in American stocks as it is very difficult to buy foreign stocks. Also mutual funds dilute their international exposure through diversification. I like China with its' 13% GDP growth. Best way to play the Asian Tiger is oil and steel. Petrochina and Reynolds Steel are good to go. Also let's not forget homeland security. International arms dealers (aerospace/defense) are printing their own money right now as Russia, China, Eastern European and US militaries upgrade and modernize their armies. Let's look at Raytheon, Apache, Northop Gruman, and General Dynamics.

Ag plays with international exposure . Monsanto maybe. When the reports came out about the corn planting this year, corn dropped like a brick s**thouse. But every farmer I've talked to (I live in Illinois) has said that was what they were planning to plant when Corn price was at its high. They say a lot have changed their mind since the corn price has dropped back down. Don't be suprised if there's a squeeze in supply in corn again in the fall because the planting estimate will turn out to be higher than the actual planting number, causing a shortage. Especially if Ethanol production continues to increase. Plus with international exposure, the dollar weakness will really help earnings. Good luck!

canadian energy trusts

they py 10%+ in income alone

suggested holding period until August/September

http://letsgobble.com/