Seeking Alpha

Cramer: Agriculture is the go-to sector, despite Syria

  • The agricultural sector is the "strongest sector in the market right now," Jim Cramer says as he searches for ways to help investors protect their portfolios in the midst of geopolitical turmoil.
  • Monsanto (MON) will be a winner despite Syria, he says, adding that he expects a turn higher in commodities, especially corn, which will help the group; his favorite in the sector is AGCO.
  • Cramer says his thesis also is supported by strength from Deere (DE), which is "breaking out."
Comments (9)
  • Clayton Rulli
    , contributor
    Comments (2472) | Send Message
     
    DE is breaking out?
    27 Aug 2013, 06:52 PM Reply Like
  • paul j schupf
    , contributor
    Comments (79) | Send Message
     
    ask screamer what happened to his airline recommendations which he made at the top.
    the guy is useless
    27 Aug 2013, 06:55 PM Reply Like
  • tealone
    , contributor
    Comments (214) | Send Message
     
    DE breaking out? I think SA should bans this clown from posting his egotistical thoughts!
    27 Aug 2013, 07:33 PM Reply Like
  • Jake2992
    , contributor
    Comments (825) | Send Message
     
    He is just doing what he is paid to do, pump for the hedge and mutual funds that get deep in a hole on their positions. Throw in a few coin flips he ends up 50% like everyone else.
    27 Aug 2013, 07:53 PM Reply Like
  • Zeus2012
    , contributor
    Comments (697) | Send Message
     
    MON is going to trade based on the potash group (i.e., MOS, POT, etc.) and will remain very volatile in the short term with negative bias. While I'm bullish long term in this entire space, this whole potash situation is only getting nastier given the recent development. Thus, you'll get a chance to buy this whole group cheaper in the near future.

     

    Be careful on DE as the $80.50 support may not hold if we get a macro correction that's more severe than the one we saw in May/June.
    27 Aug 2013, 09:03 PM Reply Like
  • Brett22
    , contributor
    Comments (83) | Send Message
     
    CF on a nice upward trend the past few weeks and Dan Loeb has a new position and will get more active in the coming months. That is my favorite way to play the sector.
    27 Aug 2013, 09:20 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5366) | Send Message
     
    We all need to eat. However, (RNF) has been going down for last three months. (TNH) has been flat. I don't think (RNF) can fall any more. Current price is not far above IPO price.
    28 Aug 2013, 12:22 AM Reply Like
  • PeteCal
    , contributor
    Comments (90) | Send Message
     
    I own MON. It scares me everytime Kramer picks something I own. He is wrong so often.
    28 Aug 2013, 08:38 AM Reply Like
  • Zeus2012
    , contributor
    Comments (697) | Send Message
     
    MON is a great stock long term but I trimmed some of my holding recently around $99. Likely to see volatility in this name and it may trade down to $90 in near term (depending on developments in the whole potash saga).
    28 Aug 2013, 08:59 AM Reply Like
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