CMCI Food Index ETF (FUD)
Loading...
Symbols:
FUD Forum Topics
- All Comments on FUD
- General Discussion on FUD
- Interview: Kevin Kerr On the Commodities Pull Back [view article]
- The Lighter Side of Sliding Commodities Prices [view article]
- Commodity ETFs and ETNs [view article]
- Why I'm Committed to the UltraShort Financials ETF [view article]
- All About Investing in Agricultural Land [view article]
- Pork Demand is Hog Wild While Supply Squeals [view article]
- Agriculture: Are There Still Bulls in the Supermarket? [view article]
- Inflation: Tears in Your Coffee [view article]
- As U.S. Demand for Coffee Lags, Will China Come to the Rescue? [view article]
- Corn, Ethanol and Water [view article]
- As Corn Prices Shoot Up, Ethanol Margins Turn Negative [view article]
- Orange Juice Derivatives Look Sweet [view article]
loading ...Recent FUD Articles
- Interview: Kevin Kerr On the Commodities Pull Back
- The Lighter Side of Sliding Commodities Prices
- ETF Update: Exotic ETNs, Slowing Growth?, Bruce Bond on Actively Managed ETFs
- ETF Update: Coffee, Cocoa and Sugar ETFs Strong; Silver ETF Up; Commodities Bottom
- ETF Update: Agriculture ETFs in Trouble; Comparing Large-Cap ETFs
- All About Investing in Agricultural Land
- Agriculture: Are There Still Bulls in the Supermarket?
- Inflation: Tears in Your Coffee
- Why I'm Committed to the UltraShort Financials ETF
- As U.S. Demand for Coffee Lags, Will China Come to the Rescue?
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
All About Investing in Agricultural Land [view article]
This would have been a lot more usful without all the familian rubbish. ReplyAll About Investing in Agricultural Land [view article]
Some older established comapnies to look at (all overseas) includ Cresud (CRESY) for Argentina farmsland, and MP Evans Group and Camellia Group (both traded in London). Still hard for small US invesotrs to find a good way to get into farmland as an investment. ReplyTiedeman
Why I'm Committed to the UltraShort Financials ETF [view article]
Eric,You are completely wrong. The expectations are not built into the financials. The rally you watched in BAC and WFC and the rest was a false start. Earnings will deteriorate for some time to come. This will equate to lower stock prices for these issues. We are a long way off from a stabilizing housing market in the U.S. This will only help to create more uncertainty in the financial sector. Your claim that all of this is built into the stock prices is a false claim. You are wrong. Reply
Tiedeman
Why I'm Committed to the UltraShort Financials ETF [view article]
Financials will continue to trade south until housing stabilizes. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
I don't see the logic in saying..."So the forecast for the next six months is for a pullback in agricultural markets"...Why 6 months? ..is there a previous pattern that suggests 6 months?...Are you saying or implying something about harvest time? Supplies are low, int'l populations are growing and still richer so as to afford food..Co's in emerging countries are giving workers raises...co's overseas can afford to raise wages...THAT BUYS LOTS OF FOOD. What is your general MATH? ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
Doyle from Potash needs to step up and deliver a knock out punch to these criminals/manipulators who are playing with his stock price. He's killing the shareholders and its time he step as CEO and DELIVER! ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
I was in SKF in 130's, out in 170's a few weeks ago. I count myself luck, this stock is as much a bet as the slots in Vegas or other ETF's like USO and DUG. Its just betting. SKF is fighting the FED and the Congress and the banks who are working their way out of this mess.Ask someone who recently bought skf at >130 and ask them if they are happy. Reply
l
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Amen, Dad! My only question is about natural gas prices & Mosaic cost of producing Nitrogen... Will it have that much of an effect?Good article all said & done! I really like MON & BG for the long term... By the way BG is really based in St. Louis too! Reply
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Potash should be 250+ right now. The sell-off was a joke and was criminal. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
actually. POT's guidance for the full year is 12-13 USD. Comments from the CEO:``I don't see any downturn in our business,'' Doyle, 58, said today on a conference call. ``We see a lot of pricing momentum in our business. We don't see a peak.''This is one of the best management I ever met. I think the recent pullback creates an opportunity to buy back again ferts and commodities. Inflation is far from being over around the globe. And although gasoline inventories are starting to show a build up, Crude inventories suggest that the "Peak Oil" theory is still alive.
Very Good Article.
Reply
2
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Right DAD08. ReplySchmeidler
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Tough call here, but I think it is a good idea to be taking a breather here from the ag group. Oil has dropped significantly, so has gold. POT, for example, reported phenomenal Q-2 results, but it is starting to hit resistance trying to break the $210-220 level. One might think the stock is cheap right now considering the company expects to earn an annual $9.50 - $10.50 EPS. That would give the company a P/E of about 20 at $200 a share. the question is if the market is willing to bid this stock up to let's say P/E 25 ($260 stock price) based on the company's current full year guidance. Maybe, but I think there is also a possibility that fertilizer products such as Potash might experience similar downward price pressures as many other agricultural commodities have recently. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
I do not agree with the fertilizer companies (AGU, POT, MOS, CF, SQM) being associated with commodities. This group should have nothing to do with how commodities trade- however it seems the market still groups the fertilizer companies with the commodity groups. What we are dealing with here is simple- SUPPLY and DEMAND.I also must say- the group has NOT traded with a "nearly uninterrupted climb"-- There have been quite a few steep/sharp pullbacks which shake out short term players. It is important to note that each and every one of these pullbacks has been a tremendous opportunity to initiate a position or add to an existing postion- this is no different. Use this pullback to create a postion or add to an existing postion. MOS and CF report next week followed by AGU- I would bet we see a rotation back to what has worked in this market and an exit of the bear market bounce in financials.
Best of luck to all.
Disclosure- Long CF, SQM, AGU calls
Reply
Editor
Inflation: Tears in Your Coffee [view article]
The table's been corrected ... ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
Ames Tiedeman wrote: "SKF is a now a buy or near a buy. The financial mess is not over." The question is not whether the financial mess is over yet. The question is, will it be worse than people expect it to be. People already expect it to be pretty bad. The expectations are already in the stock prices. Reply