Investment outlook for 2012:
http://www.lsgifund.com/TVF/LSGI_online_Jan12.pdf
Note FXEN, GTE, GEOI and EPM are part of the portfolio.
Also TWI is a interesting play, makes wheels and tires for the oil sands, mining, agr, and construction markets. Buyers beating down the doors for product globally. Oil sands construction in a frenzy, to say nothing about the Bakken.
And with all the corn being grown for ethanol and to meet global demand ag equipment stocks ARTW and TITN are also interesting niche players who should print money