Common Cents Monthly - March PDF Print E-mail
Delta Global Advisors   
03/14/2008

    

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• What's New With DGA

New Portfolio Offerings
DGA has again been selected by mutual fund provider, Claymore Securities, to act as portfolio advisor on two new UIT product offerings. 

 The Delta Global Coal portfolio: companies involved with the mining iStock_000004035553XSmall.jpgand distribution of coal, also companies which  add value to up-mid-stream producers through technological innovation, emission control and productivity improvement. The portfolio is globally diversified and should benefit most in an environment in which coal demand and prices are both increasing.

The Delta Global Hard Assets and Currencies portfolio: companies iStock_000005369380XSmall.jpginvolved with exploring, mining and refining of precious metals and base metals as well as those that explore and produce energy related commodities.  Also included in the portfolio are Currency Shares that invest in foreign currency trusts. The portfolio is globally diversified and should benefit most in an  inflationary environment and weak U.S. dollar.
 
Please visit the links in this section for more information on these portfolios or contact us directly to speak with one of our advisors.

   • Delta In The Press 

Representatives of the firm were cited in numerous media articles in recent weeks.  Here are a few samples:

TV Interview: Michael Pento visits CNBC'a Kudlow & Company
Source: CNBC

The Response to the Fed Response
Source: The Wall Street Journal

TV Interview: Chip Hanlon on "Inside O.C."
Source: KOCE

Gold, Silver Futures Gain as Dollar Falls to Record Versus Euro
Source: Bloomberg 

Featured Commentary 

Canadian Oil Sands Keeps Rolling
By Chip Hanlon

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With its break into the low 40's, Canadian Oil Sands (COS-U CN) has been on a roll, reflecting more than any other energy trust the rising price of crude.  Despite its unique story, we're consistently surprised at how little investors seem to know about this company compared to other energy trusts, so a simple run-down is provided here.   COS is the only Canadian energy trust to provide a pure play investment into Alberta's oil sands...read more "Canadian Oil Sands Keeps Rolling".
 

• Did You know?

iStock_000004805364XSmall.jpgPerfect Storm Brewing for Agriculture Stocks
-Michael Pento lists the reasons why... 
 
  • Growth of the emerging market middle class demanding better diets.
  • Farm land continues to decrease. In China alone, 6.6% of their farm land lost in the past 10 years.
  • Grain as a fuel source: 60 ethanol plants in construction to produce 8 billion gallons of biofuels by 2009.
  • Continuing fall of the U.S. dollar is leading to increased price pressures on crops.
  • Inventories of agricultural commodities are at multi decade lows.

Did you know the Delta Global Agriculture UIT is outperforming both the Agriculture index and MOO?
Click here to find out how you can invest
in "The Perfect Storm for Agriculture Stocks"

• Other Sites We Recommend

www.greenfaucet.com, a unique, new website featuring global market commentaries

www.realmoney.com, the subscription arm of TheStreet.com.  Chip Hanlon is a contributor here


www.poorandstupid.com, funny, insightful, hard-hitting investment blog from Donald Luskin

 
Published 3/14/2008 
 
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