Thanks to smtkr, I had a chance to hear Jim Rogers investment recommendations:

BUY
RJA- ELEMENTS Rogers Intl Commodity Agric ETN
RJI- ELEMENTS Rogers Intl Commodity ETN
FXF- currency shares swiss franc (100 swiss francs per share)
FXY - currency shares japanese yen (10 000 yen per share)
IDU,XLU- utilities

SELL SHORT
Investment banks-C,FNM,MER,BSC  (Level 3 accounting, level 3 assets)
Housebuilders- 

Speculative rated builders:SPF,WCI,HOV,OHB,BZH
Not prepared:MTH,PHM,MHO
Likely survivors:CTX,DHI,LEN
Well prepared:NVR,MDC,KBH,RYL,TOL

Short selling
The idea is to sell when things are bad and will get worse due to some fundamental on the way.Question must not be if it gets worse,but when it gets worse.

Here is beautiful link about LEN.
Here great link about level 3 mark to make believe.