anopenmind

Cramer's Lightning Round - Don't Penalize UPS for Being Conservative (8/13/09)

Cramer began trashing POT early May 2008 and only 15 months later, bam, he's going bonkers over it, being a few months late in supporting such. Do wonder if his staff has even studied CGA and advised the man CGA's "organic" products are not the same as POT's stuff. I'm intrigued with CGA's R&D in their greenhouses and their distribution network into small villages (= small farmers and home gardeners who may have higher degree of desire to use organic fertilizers vs larger farms)

I own both POT and CGA, even MOS and YGII. YGII makes nutrients that are added to stuff like potash to enhance yields. Another + for YGII is their distribution, which increased from 3,500 independently-owned retail stores earlier this year to 5,000.

China has 20% of world's population within relatively farmable area too small for such; thus, they produce 33% of world's fertilizer and consume 35% of world's stuff (bit out-of-date 2005 #'s; likely higher today). China's use of organic fertilizer is about half of other advanced world nations (50/50 vs chemical fertilizers). Push is on to greatly increase ratio of organic stuff.

No, Jim. You don't have to go to China to buy an Ag, but might be advisable.