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Monsanto Earnings Bring PowerShares Global Agriculture ETF (PAGG) Into Focus
Eric Dutram • Wed, Jun 29, 2011
Natural Disaster and USDA Reports Weigh on Grain Markets
T. Marc Schober • Mon, Apr 4, 2011 • 3 Comments

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Falling Commodity Prices Could Burst The U.S. Farmland Bubble
Larry Trefz • Mon, May 20 • 18 Comments
Debunking The Food Inflation Myth In 2 Charts
Lou Basenese • Mon, Apr 22 • 28 Comments
Mosaic: Expecting Strong Potash Sales And Expanding P/E
Nick Chiu • Tue, Apr 2 • 5 Comments
Monster Beverage And Potash: Improving Signs, High Margins And Steady Cash Flow
Nick Chiu • Mon, Mar 11 • 4 Comments
Agribusiness ETF Switching To In-House Benchmark
Tom Lydon • Wed, Jan 9 • 1 Comment
Bull Market In Ags Will Fuel Higher U.S. Farmland Prices, Farm Income
Hard Assets Investor • Wed, Nov 21, 2012 • 1 Comment
MOO: An ETF For Growing Appetites
Morningstar • Mon, Oct 29, 2012 • 2 Comments
Farmland And The U.S. Debt Trap
Pax Zoega • Fri, Oct 5, 2012 • 30 Comments
High Corn Prices Fuel Agribusiness ETFs
Tom Lydon • Thu, Sep 20, 2012
The 4 Horsemen Of Fertilizer, And A 5th For Good Measure
Marc Courtenay • Tue, Sep 4, 2012 • 6 Comments
Farming In Hell: Emerging Markets Inflation & Commodities
Ian McAbeer • Tue, Aug 21, 2012 • 37 Comments
The Drought Is Worse Than You Think, We Can Help By Using Gasoline
Glenn Doty • Thu, Jul 26, 2012 • 26 Comments
Drought Pushes Soft Commodities Through The Roof
Jason Cimpl • Wed, Jul 18, 2012 • 2 Comments
5 Investments For A Mega Million Jackpot
Markos Kaminis • Thu, Apr 5, 2012 • 7 Comments
Rural Mainstreet Index Reaches 5-Year High
T. Marc Schober • Tue, Jan 24, 2012
7 Niche ETFs For An Increasingly Globalized World
Kevin Quon • Mon, Jan 16, 2012
2 Commodity Producer ETFs Expected To Liquidate
Michael Johnston • Wed, Dec 14, 2011
Agribusiness ETF Jumps 25% From October Lows
John Spence • Wed, Oct 26, 2011
Looking For More Fertilizer Exposure Without Betting The Farm
Richard Bloch • Wed, Oct 5, 2011 • 11 Comments
Use These Commodity Producer ETFs to Help Protect Against Inflation
AssetInflation • Tue, Aug 16, 2011 • 2 Comments

There are no Transcripts on PAGG.

Graining Momentum: How to Play Agricultural Commodities

at CNBC.com (Nov 17, 2011)
The Guru's Corner: Investing in chemicals

at MarketWatch.com (Apr 22, 2011)
Weekend Investor: With pricey food ETFs, a restricted diet is best

at MarketWatch.com (Mar 4, 2011)
Ways to Profit From Rising Food Prices

at CNBC.com (Jan 24, 2011)

PAGG vs. ETF Alternatives

PAGG Description

The PowerShares Global Agriculture Portfolio (Fund) is based on the NASDAQ OMX Global Agriculture IndexSM (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and ADRs and GDRs based on the securities in the Index. The Index is designed to measure the overall performance of globally traded securities of the largest and most liquid companies involved in agriculture and farming-related activities. The Index is rebalanced quarterly using a modified, market-cap-weighted methodology.
See more details on sponsor's website

Sector: Basic Materials

Key Info

In Your Portfolio: A Guide to Sector ETFs, A Guide to Commodity ETFs and ETNs
Asset Class Performance: Commodities

All
| Earnings
| Dividends
| M&A
| On the move

Friday, February 22, 8:19 AM Dahlman Rose grows more cautious on the fertilizer sector, seeing substantial pressure on nutrients pricing in H1 with nitrogen having the greatest long-term margin risk given capacity additions. The firm cuts Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Sell from Buy, Potash (POT) to Sell from Hold, and Mosaic (MOS) to Hold from Buy. 18 Comments [Commodities, Quick Ideas]
Tuesday, February 19, 3:54 PM Bell are ringing? Merging its fertilizer group into its metals and mining group, Bank of Montreal lays off 4 fertilizer investment bankers amidst weak activity in the resource sector. The Agribusiness ETF (MOO) has lagged the S&P 500 by 800 bps over the past year. Its largest fertilizer holding, POT has fared even worse, falling 10% Y/Y and lagging the broader market by 22%. Comment! [Commodities]
Sunday, January 27, 3:53 AM Corn inventories at the end of August, prior to the harvest, are forecast to be 873M bushels, 45% higher than the USDA's prediction, broker Allendale says at its annual conference. "The demand is gone," due to the surge in prices caused by last year's drought. "The higher prices are leading to herd liquidation." Allendale forecasts that 2013 corn production will increase 30% to 14.03B bushels. Comment! [Commodities]
Friday, January 25, 9:51 AM Dahlman Rose upgrades Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Buy from Hold ahead of what it sees as a period of increasingly bullish news flow for the fertilizer sector heading into spring 2013. The firm sees the three having more upside potential than other producers given its expectation for improving nitrogen pricing vs. potash or phosphate. Comment! [Commodities, Quick Ideas]
Thursday, January 17, 5:56 PM Dundee cuts its estimates for potash, phosphate and ammonia/urea prices, but it continues to like Buy-rated Agrium's (AGU) exposure to North American nitrogen, where it expects less volatility and relatively high margins due to sustained gas price differentials. The firm looks to hear more from Jana Partners in pushing for operational improvement and insight into AGU's retail segment. 1 Comment [Commodities, Quick Ideas]
Thursday, January 17, 10:58 AM Initiating coverage on the "North American Agricultural Sciences" sector, Credit Suisse declares itself a fan of some, with Agrium (AGU), Monsanto (MON), and Potash (POT) all rated Buys. MOS, CF, and IPI are rated Neutral, with Compass Minerals (CMP) started at Sell on worries over the implementation of cost-cutting. All of these companies are holdings of MOO, +4,5% YTD. Comment! [Commodities]
Wednesday, January 9, 9:04 AM Market Vectors announces the March switch of the underlying index to be tracked by its Agribusiness ETF (MOO), swapping out the DAXglobal Index for one of its own making. The new benchmark is more U.S. focused - 40.6% weighting as opposed to 36.9% - but the top 4 holdings of Monsanto, Syngenta, Potash, and Deere remain. 1 Comment [Commodities]
Wednesday, November 14, 2012, 9:36 AM The Agribusiness ETF (MOO -0.5%) is lower in opening trade after Mosaic slashed its forecast for potash and phosphate sales. Mosaic, -4.4%, is just 4.4% of MOO's holdings, but fertilizer firms together make up closer to 20% of AUM. Comment! [Commodities]
Tuesday, November 13, 2012, 4:29 PM Mosaic (MOS) -4.8% AH after lowering its FQ2 volume guidance for potash and phosphate on weaker shipments in the export market. MOS says international crop nutrient market demand has weakened since earlier guidance, primarily as a result of distributors delaying purchases to avoid price risk; sales volumes may not pick up until calendar 2013. 1 Comment [Commodities, On the Move]
Wednesday, November 7, 2012, 7:57 AM More on Agrium (AGU) Q3 earnings: Company is hit by the drought as retail sales volumes off 10% Y/Y. Wholesale sales off 8.3% Y/Y. Potash gross profit of $23M, -77% Y/Y, Phosphate gross profit -43% Y/Y. Q4 EPS guidance of $1.50-$1.90 as sale volumes to be at or lower than 2011 Q4. Shares -6.7% premarket, also hitting POT -1.6%. (PR) Comment! [Commodities, On the Move]
Monday, November 5, 2012, 2:20 PM If you want to invest in commodities, writes Josh Brown, do you buy the physical (through an ETF) or the producers? His preference is the physical as the producers can often be counted on to issue secondaries or grant massive stock options just at the time when a bull market makes things fun (sounds familiar to fans of gold miners). 1 Comment [Commodities]
Tuesday, October 2, 2012, 9:53 AM The Agribusiness ETF (MOO -0.1%) hangs in there despite significant declines in 2 of its top 5 holdings - Potash and Mosaic - after the latter's disappointing earnings and less-than-stellar guidance. Comment! [Commodities]
Thursday, September 13, 2012, 11:20 AM Given the drought, scary-low ending grain stocks, and record farm incomes, how much longer will the companies selling stuff to farmers underperform the broader market? The Agribusiness ETF (MOO) has had a decent summer, but has fallen behind the S&P by 2000 basis points over the last year. Top holdings include: Monsanto, Potash, and Deere. 2 Comments [Commodities, U.S. Economy]
Wednesday, July 4, 2012, 10:14 AM Corn and wheat may be trading near ten-month highs, but farmers are hardly profiting. With razor-thin margins and food crops priced well-below the cost of production, many growers are quitting. From the U.S. to Australia, from beef to vegetables, farmers globally are facing the same crunch. 16 Comments [Commodities, Global & FX]
Tuesday, June 12, 2012, 2:30 AM Food may be the next commodities boom. A growing world population and changing food preferences in emerging economies could prompt a surge in demand for agricultural products, and a recent flurry of M&A activity in the agribusiness sector suggests commodity firms are trying to position themselves ahead of the possible boom. Comment! [Global & FX, Commodities]
Tuesday, April 10, 2012, 8:50 AM One reason for the continued bullishness on corn is a 4.3M ton reduction in world ending stocks thanks to higher-than-expected feed use demand out of China. Higher incomes = higher demand for meat. (earlier USDA report) 1 Comment [Commodities, Global & FX]

PAGG PowerShares Global Agriculture Portfolio ETF

PAGG

PowerShares Global Agriculture Portfolio ETF