This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

How to Invest Like Jim Rogers

Have you sold your U.S. dollar positions?

Rogers: No, I own more dollars than I've owned in a long time. [I've] been pessimistic on the dollar for a few years. But I did step in last fall and started buying dollars again.

I remember when I spoke to you at the end of last year, you said if you do see a dollar rally, you'll sell.

Rogers: Well, there has been a dollar rally. But I am not selling. Not yet.

What other contrarian investments do you like right now like the euro?

Rogers: I 'm short a large western financial institution that everybody thinks is terrific. I shorted some emerging markets because they went up so much. They were the strongest. Shorted some tech ETFs because they were so strong.

So which country are you still most invested in? China?

Rogers : I own Chinese shares. But I own a lot of commodities. I don't know how you define commodities. They're not any country. They're the whole world. So I own currencies, I own the Chinese currency, [and] I own the yen.

Cramer: How To Buy China

I own the renminbi and I expect it to go higher over the years. I don't have any plans or intentions to sell my renminbi. I mean, it's not even convertible yet. That's got a long way to go. That's something I don't see any reason to see for years to come.

So does that mean you're more bullish on China than you are on say, Western countries then?

Rogers: Well it depends on when you say more bullish, you mean stocks, currencies, economy?

Economy, government, health of the nation.

Rogers: Well, the U.S. is the largest debtor nation, not just in the world, but in the history of the world. China's the largest creditor nation in the world. Normally one prefers to be with the large creditors than with the large debtors. So of course, I see a better future, economic future for China than for the U.S. the way things are right now.

Aside from the precious metals that we talked about, what other commodities do you like?

Rogers: Agriculture still. Agriculture's still very depressed. Frequently, one will make a lot of money if you buy the things that are depressed [and] where things might be getting better.

What about oil and natural gas?

Rogers: Well, of the two, I'd rather buy natural gas [with] the same theory. It's depressed. Oil's down. It's not nearly as depressed as natural gas. But I'd rather buy natural gas than oil. But again, I hasten to tell you, I own them both. And I'm not selling either.

3 of 4

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,943.81 +28.74 0.17%
S&P 500 1,967.57 +2.89 0.15%
NASDAQ 4,415.49 +19.2860 0.44%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs