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Jim Cramer on BloggingStocks TheStreet.com's Jim Cramer says not even the collapse of ethanol can touch the planting renaissance we're seeing.

The agriculture bull market had been linked to ethanol. Turns out that ethanol is only one piece of the puzzle. What we are seeing for everything from fertilizer to farm equipment to seeds is that there are so many uses and calls on crops that we are having a planting renaissance that hasn't been seen in years.

We have an amazing moment in ag: we are supply-constrained for everything. Fertilizer demand is far exceeding supply, so you get an Agrium (NYSE: AGU) (Cramer's Take) buying a UAP (NASDAQ: UAPH) (Cramer's Take) -- and Agrium goes up.

Fewer players, tighter supply, no new plants coming on to speak of -- this is an amazing moment.

Continue reading Cramer on BloggingStocks: One intact bull market: Agriculture

Cramer on BloggingStocks: One intact bull market: Agriculture originally appeared on BloggingStocks on Tue, 04 Dec 2007 09:09:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agricultureAgriumAGUDEDeere and Co.DeereAndCo.ethanolfeaturedinvestingJim CramerJimCramerJohn DeereJohnDeereMONMonsantoUAPUAPHTue, 04 Dec 2007 09:09:00 EST