farming stocks posts
FeedPosted Apr 5th 2011 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Deere and Co (DE), Commodities, Agriculture, Stocks to Buy
"Rising demand and constrained supplies are a recipe for higher agricultural prices," notes Elliott Gue.
The contributing editor to Personal Finance explains, "The big winners are commercial farmers and companies whose products enhance crop yields. And one company equipped for growth in this market is Deere & Co. (DE), a new addition to the our model Growth Portfolio.
"For nearly 175 years, Deere has manufactured a wide range agricultural equipment, including tractors, combines, harvesters and sprayers.
Continue reading Deere & Co. (DE): 'Equipped for Growth'
Posted 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 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 Oct 22nd 2008 1:38PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Agriculture, Stocks to Buy
"Agriculture-related stocks have been hammered; as a result, we are now buyers of Monsanto (NYSE: MON)," says Glenn Rogers in Gordon Pape's The Internet Wealth Builder.
"Monsanto just recently released solid earnings and raised guidance for the year. They are now looking for earnings of $3.58 to $3.60 a share, up from $3.37 previously.
"The company said the change reflected higher-than-expected sales and gross profit in its seeds and traits business and its Roundup and other glyphosate-based herbicide business.
"The stock is down almost 20% from its all-time high of $145.80 reached in mid-June, but has lately been showing signs of renewed strength. Farmers may defer the purchase of a tractor but seed is likely to be the last place they will scrimp.
"There aren't many stocks that I am actively buying in the current market conditions but Monsanto is an exception. We rate the stock a buy."
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.
Posted Jul 9th 2008 10:35AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Eastern Europe, Agriculture, Stocks to Buy, Israel
"The soaring cost of food isn't just hitting families in the US; it's hitting everyone around the world," says Neil George. Here, in Personal Finance, he looks at some agriculture, chemical and seed plays.
"During the past five years, consumer food costs have soared by more than 117%. And that momentum is increasing; in the trailing 12 months alone, prices surged more than 52%.
"The mega-investors aren't waiting around; they're buying into other parts of the ag business-from grain elevators to ag processors and distributors-as a workaround for such potential regulation.
"You shouldn't be sitting on your hands, either. This food trend is going to be here for a while, so you better stake your claim while buyers still outnumber sellers.
"One way to invest in this trend is to step into companies that are serving the ag producers. This means the companies developing and selling engineered seeds, as well as chemicals and fertilizer products needed to not just grow crops but more bountiful and, therefore, more profitable crops.
Continue reading Growth in seeds: Chemical ag plays
Posted Apr 30th 2008 11:42AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Deere and Co (DE), Commodities, Agriculture, Stocks to Buy
Leo Fasciocco is a technical expert who focuses exclusively on finding breakout candidates. In his Ticker Tape Digest, he looks to agriculture equipment manufacturer Deere & Co. (NYSE: DE).
"Deere, with annual revenues of $24.8 billion, makes agricultural, industrial, forestry, and lawn-care equipment. DE is benefiting from the strong demand for its products in the farm sector. The company is also expanding aggressively in Russia.
"DE has broken out from a 13-week flat base. Its long-term chart shows DE soaring from 20 in 2003 - the start of the prior bull market - to 92. It has been a big winner in the big cap sector. The stock has gained 65% in the past 12 months versus a 5% drop in the S&P 500 index.
"The stock is in a base bracketed between roughly 78 on the downside and 91 on the upside. The breakpoint was set at the key upside resistance of the base. Deere has plowed through that resistance on increasing volume.
Continue reading Breakout bet on Deere (DE)
Posted May 18th 2007 10:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Deere and Co (DE), Commodities
"This past year, 40 countries faced food emergencies that required external assistance, with the crisis in Darfur being the most visible example," notes Glenn Rogers in an exceptional research effort on investing in the food and farming sector.
The contributing analyst for Internet Wealth Builder offers a basket of stocks involved in the food chain which he feels will help "fatten your portfolio" in coming years.
He notes, "There are a few things you will need to buy to begin growing food. First, you'll need a tractor to prepare the soil." For that, he turns to The Deere Company (NYSE: DE), a firm that has been manufacturing and distributing agricultural equipment worldwide since 1837.
He explains, "The stock has been on a tear this past year and has risen from the mid-$60s to $112. But the p/e ratio is still reasonable at 17.9 and I think the prospects for the company continue to be excellent."
After you've tilled the soil, he continues, the next thing you're going to need is some seed to plant. For that, he turns to Monsanto (NYSE: MON). Rogers explains, "Monsanto is much more than your average seed company in that they use biotechnology to develop the best sorts of seeds available in the world today."
Continue reading Feed the world: Investing in the food chain