Learn From All the Companies You Own Alternative Energy Resources are no Match for Oil

Don’t Underestimate the Profitability of Natural Resources

Our “trifecta” is to identify companies with increasing returns, growing cash flows and an ability to reinvest profitably, which is what we see in natural resources today. The phenomenon of 300 million people moving to the middle class in China is going to have a dramatic impact on the commodity intensity of that economy and the world. I believe that’s the investing story of this decade and beyond.
Source: http://www.valueinvestorinsight.com/