ag stocks posts
FeedPosted Nov 2nd 2010 10:20AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Deere and Co (DE), Commodities, Agriculture, Stocks to Buy
"Commodity prices are surging. But rather than recommending a pure commodity play, I'm intrigued by Deere & Co. (DE), the world's largest manufacturer of lawn and farm equipment," says Dr. Melvin Pasternak.
The editor of Trade of the Week explains, "The stock not only benefits from strong commodity prices, but also more profits for farmers. And with farmers seeing fatter profits from their crops, many are taking the money and putting it into new farm equipment.
"According to the Association of Equipment Manufacturers, September sales of row-crop tractors increased by +46.9% from August, while four-wheel drive tractor sales rose +20.5%.
Continue reading Deere & Co. (DE): Bet on 'Big Green'
Posted Dec 24th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Agriculture, Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
"Monsanto (MON) is my top investment idea for 2010," says Sy Harding, an advisor well-known for his seasonal timing strategies.
In his Street Smart Report, he observes, "Monsanto is the world's leading provider of biotech-advanced seeds and agricultural products for growers; seeds for corn, soybeans, cotton, fruit, and vegetables, which are produced by its genomics division."
Continue reading Top Picks for 2010: Monsanto (MON)
Posted Aug 3rd 2009 10:20AM by Steven Halpern (RSS feed)
Filed under: Newsletters, General Mills (GIS), Commodities, Agriculture, Stocks to Buy
"Few investments have a proven track record of defying a sinking economy and stock market, but General Mills (NYSE: GIS) is among them," says Martin Weiss in his Safe Money Report.
He explains, "You probably have some of General Mills' products in your pantry or freezer. The Minneapolis-based food firm makes everything from Cheerios and Chex cereals to Fruit Roll-Ups, Bisquick pancake mix, and Haagen-Dazs ice cream.
"This broad consumer product line has helped it deliver solid single-digit earnings growth not only in good times, but also the worst quarters of the recession. Now, in its fiscal fourth quarter ended May 31, General Mills knocked the cover off the ball.
Continue reading General Mills (GIS): A pantry play
Posted Jun 4th 2009 10:20AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Agriculture, Stocks to Buy, Green Stocks
"Asia is booming again, and one industry that is growing like wildfire is 'green' tech in China," says Mark Skousen. In The Turnaround Alert, he eyes China Green Agriculture (AMEX: CGA)."
"Urban population and demand for energy is exploding, causing pollution and a reduction in per capita arable land to feed 1.4 billion Chinese.
"One way to profit is to buy China Green Agriculture, one of the fastest-growing agricultural technology companies in China.
Continue reading China Green (CGA): Agriculture and tech
Posted Feb 12th 2009 12:41PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Mutual Funds, ETF Investing, Agriculture, Stocks to Buy, Green Stocks, Obama Picks
"In a few years we'll be staring at new highs in the prices of many natural resources," says Larry Edelson, a specialist in resource-related stocks. In Real Wealth, he looks at two exchange-traded funds focused on food and water.
"Mind you, the U.S. and global economies will not get back to the growth levels we've recently seen, not anytime soon.
"But they don't have to for natural resource prices to soar again. The chief reason they will climb again: Massive, worldwide currency devaluations, especially in the U.S. dollar.
"Moreover, natural resources will get a huge boost from the massive infrastructure spending that is now commencing around the world. I expect two key sectors in particular to get a big boost, almost immediately - agriculture and water.
Continue reading Water and agriculture: ETFs for a resources rebound
Posted Jan 3rd 2009 9:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Agriculture, Stocks to Buy, Potash Corp. of Saskatchewan (POT), Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"Potash Corp. of Saskatchewan (NYSE: POT), the world's largest integrated fertilizer company, is my top pick for 2009," says long-term growth stock specialist Dennis Slothower.
In his Stealth Stocks, he explains, "If you are an aggressive investor looking for a stock that has tremendous potential under an Obama massive stimulation program, Potash has significant potential."
The advisor continues, "POT is the largest producer of potash worldwide by capacity. In 2007, it estimates its potash operations represented 17% of global production and 22% of global potash capacity.
"The company is the second largest nitrogen producer worldwide by ammonia capacity. In 2007, POT estimates its nitrogen operations produced 2% of the world's ammonia production. It is also the third largest producer of phosphates worldwide by capacity.
Continue reading Top Stock Picks '09: Potash (POT)
Posted Jan 2nd 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Agriculture, Stocks to Buy, Green Stocks, Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"Monsanto Company (NYSE: MON), my favorite investment idea for 2009, should prosper regardless of how the economy performs," Charles Rotblut, CFA and editor of Zacks Elite.
In the same sector, Tracey Ryniec, editor of The Zacks Value Trader looks to Corn Products International (NYSE: CPO), noting, "Despite a tough economy, this 100-year old company is positioned to reap the
rewards from growth in agriculture."
Regarding Monsanto, Rotblut continues, "Monsanto helps farmers improve their crop yields, via both better seeds and herbicides. In blunt terms, MON provides solutions that most farmers will view as more of a necessity than a luxury.
"The data supports this assessment. Since fiscal 2005, revenues have more than doubled, rising from $5.3 billion to $11.4 billion. Net income has jumped nearly tenfold and free cash flow is up substantially.
"Looking forward, Monsanto thinks fiscal 2009 profits will total $4.20 to $4.40 per share -- an approximate 18% increase over fiscal 2008. The company also thinks that gross profits will grow by a compound annual growth rate of 15% to 20% over the next 3 years.
Continue reading Top Stock Picks '09: Monsanto (MON) and Corn Products (CPO)
Posted Dec 1st 2008 2:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Brazil, Newsletters, Commodities, Agriculture, Stocks to Buy
"Agricultural commodities have been hurt in the recent turmoil," says growth stock expert Stephen Leeb. In The Complete Investor he looks at Mosaic (NYSE: MOS). a world leader in fertilizers.
"Mosaic has been decimated in price despite reporting record earnings. The company is the world's second-biggest producer of fertilizer components and the leading producer of potash.
"It's also the largest maker of processed phosphates, which gives it a lot of leverage to the rapidly growing markets of China and Brazil, and is an exclusive marketer of 1.2 million metric tons of nitrogen products.
"Since its high in June, the stock has lost three-fourths of its value and now trades at just 3 times next year's earnings. The sell-off came despite Mosaic's highest-ever earnings ($2.65 in the latest quarter vs. $0.69 a year earlier) and expanding gross margins (38.1% vs. 26%).
"The apparent reason was that those record earnings were slightly below some analyst estimates. Also, investors perhaps feared that farmers wouldn't be able to obtain credit to buy fertilizers.
"Once all the added liquidity puts these fears to rest, and given that the worldwide inventory of soybeans, corn, and wheat is forecasted to keep declining into 2009, we think demand for Mosaic's products will be strong.
"Long-term investors should use any temporary softness in fertilizer component prices as a great buying opportunity for Mosaic's shares."
Steven Halpern's TheStockAdvisors.com offers a daily look at the latest market commentary and favorite stock picks and investment ideas from the nation's leading financial newsletter advisors.
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