agriculture stocks posts
FeedPosted Jan 6th 2010 12:01PM by Steven Halpern (RSS feed)
Filed under: Newsletters, ETF Investing, Commodities, Oil, Agriculture, 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.
"Whenever inflation heats up, there's no better place to park your cash than in tangible commodities," says Nathan Slaughter.
In his The ETF Authority, he noes "Our favorite play on this sector is Market Vectors Hard Asset Producers (HAP), an ETF whose 300-stock portfolio provides one-stop shopping for six distinct commodity sub-sectors."
Continue reading Top Picks for 2010: Market Vectors Hard Assets (HAP)
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 20th 2009 3:10PM by Ian Wyatt (RSS feed)
Filed under: China, Agriculture

With the Shanghai index plunging 20.6% last week, some China small-cap stocks are now trading at attractive valuations. One of my favorites is
China Green Agriculture (AMEX:
CGA).
China Green Agriculture is fertilizer company based in Xian, China that has been on the rise. Shares are up 286% year-to-date as investors gobbled up the stock. The most recent financial results, released in May, showed a 99% increase in revenues, and a similarly impressive 133% increase in net income.
Continue reading China Green Agriculture attractive after pullback
Posted Aug 12th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Agriculture, Stocks to Buy
"Both short and long-term factos suggest higher agricultural prices," says Leonard Goodall in No-Load Portfolios. Here, the fund expert looks at a pair of agriculture-based ETFs.
"Bad weather through the country has had a negative impact on the agriculture sector. Rain and flooding in the plains states has caused a delay in harvesting the winter wheat crop and other grains are behind in their normal growing season.
"Moreover, current grain supplies are low as compared with demand. These factors point to the possibility of higher grain prices in the months to come.
Continue reading Gains from grains: Agriculture ETFs
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 16th 2009 1:00PM by James Cullen (RSS feed)
Filed under: Commodities, Agriculture, Stocks to Sell
In the most recent edition of Barron's, fund manager Scott Black touted shares of Cal-Maine Foods (NASDAQ: CALM), the country's largest egg producer, as a stock worth buying. The company generates a return on equity of over 30%, and Black said that at just over 5x earnings, the stock is extraordinarily cheap. When the market revalues Cal-Maine at "just eight times [next year's estimated] earnings, you've got a $38.50 stock." Shares of CALM, which closed Friday at $22.90, were up to $24.86 by Wednesday morning.
I'm familiar with Cal-Maine, having been introduced to the company more than a year ago when it was the focus of a presentation at the Boston College Investment Club. Last summer, I spoke with the company's CFO, Tim Dawson, who gave me a much better understanding of the egg business. Though I came away convinced that Cal-Maine is in very capable hands, I believed then -- as I still do now -- that the stock is not a buy. Here's why.
Continue reading Cal-Maine gets a Barron's boost, but is it a value trap?
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 May 22nd 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Agriculture, Stocks to Buy, Burlington Northern Santa Fe (BNI)

Is it time to ride the rails? In Gordon Pape's
The Internet Wealth Builder, analyst
Tom Slee reaffirms his buy rating on
Burlington Northern Santa Fe (NYSE:
BNI), his top pick in the sector.
"Burlington Northern is my preferred choice in the railroad industry. At first glance, Burlington Northern had a particularly bad first quarter.
"Profit was $0.86 a share, down sharply from $1.30 a share the year before. However, when unusual items such as an unfavourable coal rate decision are excluded, operating earnings amounted to a much more acceptable $1.13 a share, well above the 96c analysts were looking for.
Continue reading Burlington Northern (BNI): On the right track
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