and novozymes because oildependency is to risky – as it wasnt enough for your warcrazed president to fall in love with our prime ministers and send their boys down to fight a dirty war – he also had to visit the plants in carolina – now he realized he doesnt have to make war for oil, he can just grow grain for fuel – it could make grain prices tripple and solve the doha round problem for third world trade imbalances because of subsidized farmers.

and we dont have to eat the gene modified soy – its just gonna run our cars in long straight lines.

then we just have to find a decent solution to the palaestine-israel issue, convince iran only to develop peaceful nuclear technology, let iraq settle down, give the kurds a home land, make a middle east union and there could be a chance of peace.

but thats not about investments… how do you invest in peace? lets ask pentagon and wallstreet…

anyway, just a lot of bsht, quite literaly speaking.
novozymes you allready covered, its gonna go up.

but maybe do a cover on novo nordisk if you have time – they been curing symptoms of an unhealthy balance between production/consumption in the west with a chemical equilibrium for quite some time, and now china is eager to get on board that addiction – so the company is a tragicomic winner.

the two companied grew out of each other – now actually novo is founding research for a whole new biotech generation in scandinavia – the companies that survive will probably come across the sea.

well I better leave your blog alone – you are doing a great job allready, no need for my nose to peek into your stuff – I followed you (and s&a) into ambrian, now lets see – still need to put 15% in commodities, I am consolidating my portfolio.

any suggestions on commodities, like big sound managed etf´s, preferably listed in fx currency?

SG

NOVONORDISK is worldleader in insulin production and high tech practical injection devices – it cures the symptoms of diabetes, and diabetes is now a world epidemic, because people eat more garbage.

NOVOZYMES is going to be one of the world leaders of bioethanol production, which is a sure thing – as oil is running out there is a desperate need for alternative resources – now the bloody great game is ending…

the first one is old and consolidated, with a steady growth profile as the market expands in asia – the other is younger with a stronger growth potential ahead.

both are governed after internationally recognized principles – the former director is now member of board at the un global compact. thats not for nothing.

I have been holding a 5% stake in each company for more than a decade, and will keep it like that -so my analysis is biased, but its nevertheless a sure buy.