Betting on "Limited-Supply Products"

Loring Investment's Pat O'Neil says outfits focused on such goods -- commodities and some types of real estate -- are good picks

Commodities in limited supply are one of the best bets for investors, in the view of Pat O'Neil, president of Loring Investment. He manages a portfolio of stocks in the Loring Hedge Fund and another of waterfront real estate in the Loring Freshwater Fund. "The steel companies, the gas companies, the metals -- all these are in limited supply, and a good company with products in demand will be profitable, and the stock price will go up," says O'Neil.

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