Jim Rogers: Hog wild in China

Update: This article is now available online. See updated link to Fortune magazine.

Investor Jim Rogers appears in the latest issue of Fortune magazine to share his views on China, commodities, and emerging markets, and offers up an excerpt from his new book, A Bull in China.

Unfortunately, we can't see the article online just yet, but you can check it out at the newsstand or just wait until Fortune makes the full current issue available online (which should happen when the next issue comes out). I have read the article, so let me give you a quick little summary from memory.

Of course, Rogers is bullish as ever on the future of China and his family has recently picked up and moved from New York to Singapore in order to be closer to the action.

He offers some tips for those looking to buy shares of Chinese companies, and mentions some specific leading companies by name in an excerpt from his new book.

He is also still bullish on agricultural commodities, citing sugar and cotton as top picks, as well as his reasoning for favoring these commodities.

In contrast to yesterday's post highlighting investor James Passin and his bullish quest through the frontier markets, Rogers says that he has sold out of all his emerging market investments, except for those in China.

He feels that the emerging markets theme has become over exploited, what with "thousands of MBAs" flying around the globe looking for companies to buy. Rogers is holding on to most of his Chinese shares, but reiterates that he will be forced to sell if a bubble fully develops.

For more, check out the latest issue of Fortune or check back later on Fortune's website to view the issue online. Plus, see all of our Jim Rogers posts with a simple blog search.

Seth Klarman: Margin of Safety (pdf)

Welcome, readers! Signup for free email updates at the Finance Trends Newsletter . Update: PDF links removed due to DMCA notice. Please see our extensive Klarman book notes below. New visitors, please check the Finance Trends home page for all new posts. Here's something for anyone who has been trying to get a look at Seth Klarman's now famous, and out of print, 1991 investment book, Margin of Safety . My knowledge of value investing is pretty much limited to what I've read in Ben Graham's The Intelligent Investor (the book which originally popularized the investment concept of a "Margin of Safety"), so check out the wisdom from Seth Klarman and other investing greats in our related posts below. You can also go straight to Ronald Redfield's Margin of Safety book notes . Related posts: 1. Seth Klarman interviews and Margin of Safety notes 2. Seth Klarman: Lessons from 2008 3. Investing Lessons from Sir John Templeton 4.

Moneyball: How the Red Sox Win Championships

Welcome, readers . T o get the first look at brand new posts (like the following piece) and to receive our exclusive email list updates, please subscribe to the Finance Trends Newsletter . The Boston Red Sox won their fourth World Series title of t he 21st century this we ek. Having won their first Se ries in 86 years back in 200 4, the last decade-plus has marked a very strong return to form for one of baseball's oldest big league clubs. So how did they do it? Quick background: in late 2002, team own er and hedge fund manager, John W. Henry (with his partners ) bought the Boston Red Sox and its historic Fenway Park for a reported sum of $ 695 million. Henry and Co. quickly set out to find their ideal General Manager (GM) to help turn around their newly acquired, ailing ship. This brings us to one of my fav orite scenes from the 2011 film , Moneyball , in which John W. Henry (played by Ar liss Howard) attempts to woo Oakland A's GM Billy Beane (Brad Pi

William O'Neil Interview: How to Buy Winning Stocks

Investor's B usiness Daily founder and veteran stock trader, William O'Neil share d his trading methods and insights on buying winning stocks in an in-depth IBD radio interview. Here are some highlights from William O'Neil's interview with IBD: William O'Neil's interest in the stock market began when he started working as a young adult. "I say many times that I didn't get that much out of college. I didn't have much interest in the stock market until I graduated from college. When I got married, I had to look out into the future and get more serious. The investment world had some appeal and that's when I started studying it. I became a stock broker after I got out of the Air Force." He moved to Los Angeles and started work in a stock broker's office with twenty other guys. When their phone leads from ads didn't pan out, O'Neil would take the leads and drive down to visit the prospective customers in person.

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