Wednesday, October 20, 2010

Agricultural Investment Idea Round Up October 20, 2010

Investment:
  1. Share falls could trigger 'major crop sell-off'
    "Farm commodities could be in for a "major sell-off" if share prices suffer further setbacks, encouraging funds to slash further their record exposure to crops, Australia & New Zealand Bank warned."
  2. Lindsay shares extend gains, hitting two-year high
    "Shares in Lindsay Corporation jumped 9% to their highest in two years after the irrigation equipment and infrastructure group unveiled a near-tripling in earnings, a far bigger rise than Wall Street had expected."
  3. Fertilizer stocks: Rise, peak, fall, repeat?
    "Here they go again: Just two years after fertilizer stocks peaked at remarkable highs, many of the same stocks are taking off once more. Should investors hop on board for a second run? "
  4. A Global Grain Powerhouse
    "One of the best and safest ways to participate in the broad global agri-boom is to own shares of a company like Viterra (TSE:VT; PINK:VTRAF)."
  5. Monsanto's Pain Is Syngenta's Gain
    "Exhibit A: rival Syngenta's (NYSE: SYT) third-quarter sales report. Historically, Syngenta has been strong in crop protection products and in Europe and Latin America and weak in seeds and in North America -- not coincidentally, the opposite areas and business lines where Monsanto is weak and strong, respectively."
  6. Corn Price Momentum May Keep Going
    "Focused ETFs: ETFS Corn ETF (CORN-LSE), ETFs Leveraged Corn ETF (LCOR-LSE), ETFs Leveraged ..."
  7. Zeroing In on an Ag Stock
    "...Worse still are the vultures overhead. Of all domestically traded MOO components, LNN has the highest short ratio: 15-to-1. Somebody's banking B-I-G on Lindsay taking a tumble."
  8. Ags Go Wild After Crop Report
    "...For even broader exposure, however, investors have a number of choices. The iPath Dow Jones-UBS Agriculture Subindex ETN (JJA) is composed of seven different commodities with soybeans, corn, and wheat making up two-thirds of the allocation."
  9. Grasping the Teucrium Corn ETF’s Huge Premium
    "As a result, CORN finished Friday at $37.12, a premium to its net asset value of more than 8%"