| Interesting picks, Spin. But you are almost wholly weighted in the agro sector, with a solar company thrown in...hehe
Monsanto is a big co, but I do not like its operating mentality -- farmers must buy its GM seeds every year, rather than saving seeds to replant. The company also gets farmers to snitch on each other if one of them sneaks last year's seedlings for sowing. I think the co is doing well in developing countries.
I would add a few financials in the mix, oil service companies (the guys who lease and fix rigs) and utilities for stability. Haven't picked any yet. |