Commodities in a Bull Market; Time for Sugar Stocks? (ANDE, IPSU)

Jim Rogers has long been a commodity bull. He is bullish on everything from metals to agriculture. More recently, he's been specially bullish on agriculture, which has underperformed other commodities like Gold, Copper and Oil. Unlike gold (ETF: GLD) and oil (ETF: USO), there's no ETF for agricultural commodities. But there are stocks: I'm bullish on Imperial Sugar (IPSU) and Andersons, Inc., (Nasdaq: ANDE). Imperial Sugar is a pure play on sugar; Andersons is more diversified, and even owns some retail stores. Here's the ranking for the best & worst performing commodity futures (from Bloomberg Financial Services) over the past year:

Top 10 performers for past year

Copper: +131.44%
Sugar: +100.94
Silver: +76.18
Gold: +46.61
Heating Oil: +34.15
Crude oil: +32.71
Gasoline: +31.28
Platinum: +30.22
Soybean oil: +10.57
Corn: +9.70

Bottom 10 performers for past year

Cocoa: +3.46%
Lumber: +2.28
Natural gas: +2.12
Mini int'l cattle: 0.0
Soybean: -8.31
Cotton: -12.81
Soybean meal: -12.81
Lean hogs: -13.75
Live cattle: -14.66
Coffee: -15.82