1. As has been the case a number of months now, insiders keep nibbling KSL. About 3 months ago, Goldman called a sugar bottom. No laughter, please, this is serious: sugar has a long history of wild bull markets–and return trips. Some say soft commodities are history, all obstacles overcome. Naturally, the sweetener is on par with cannibalism in the US (except when they cheat, constantly). Possibly worth keeping an eye on the spot market because if/when it goes, it tends to go limit up.

    Worth noting? More than one reason for insiders to sell: catastrophic divorces, automotive homicide payoffs, kids’ massive rehab bills from Betty Ford, et. al.

    Nearly always, there is one reason to buy.

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