legmaker

ADM Earnings Are a Shareholder's Dream

I think this is a great call Todd. I still think we are in the midst of a commodity based bull run, although right now commodities along with everything else is taking a breather. I know someone is going to call me on this, but its the same reason that people are buying gold. We are throwing money at our current problems, when throwing money at problems in the past got us where we are today. I am not saying it is the wrong idea, but the only thing we can do right now as deflation is very difficult to stop, but inflation is much easier. The way we are going now, I believe that we are going to see inflation comparable to that of the Reagan (Bless his soul) years.
If corn prices remain low, it will improve ADM's margins. If the prices increase, they will make corresponding price increases. Ethanol is also a very interesting part of the equation. Ethanol prices have plummeted because gasoline demand has decreased. The less gasoline we use, the less ethanol is used as an additive. E85 is a very small portion of the picture as many places still don't sell it and it can be tough to find depending on where you live.
The one thing people are not talking about is there current deal with LNDC. ADM making a biodegradable plastic wrap. This wrap is being implemented into grocery stores to wrap things like hamburger and vegetables. This may not be a big revenue source now, but when petroleum prices go up, and they will at some point, this will be big. I think ADM is a buy here, especially if you got in towards the end of the trading day. If that is the case then you will probably get a pop in the morning. ADM could still see $20, if it does pull the trigger. Great job and God Bless.

At Least Five Agricultural Stocks with Upside

Keep watching CMP, they have had a real good run, but on low volume. Profit taking today, but has some interesting things going on with the stock. God Bless.

Conference Call Highlights: The Next BRIC to Fall on Agro-Chem Co's

I do believe that GRU is a good investment right now. I just like the potash producers much better. Potash has held up real well in this poor economic environment while nitrogen and phosphate have been beaten. As for controling how well the world eats, it can be done with MON, as you can't grow a thing without planting a seed. This company looks to have unbelievable revenues going forward. Also, CMP and SQM sell a nonchloride potassium blend that works well with specialty crops with real high margins. These stocks have been doing real well as of late, watch them as I think their earnings will be especially strong this upcoming earnings.


On Jan 26 10:07 PM tagthatstock wrote:

> legmaker: "I think we will see a terrible crop this year, with respect
> to corn, wheat and soybeans"-------i agree,,,,,,,,,so why waste your
> time on POT/MON/MOS etc.............when you can buy GRU $6.49 and
> YOU can control how well the world eats.---------'the next global
> war without a bullet being shot'

Conference Call Highlights: The Next BRIC to Fall on Agro-Chem Co's

Very good article with excellent research. Although I do believe much of the downturn is already priced in. After the drop in prices, most of these companies are a bargain. With respect to agriculture, fertilizer has really taken it on the chin. Seems most farmers are putting of application as they either think prices will get better (usually do for the few months of the year), or they think prices for fertilizer will come down. I think we will see a terrible crop this year, with respect to corn, wheat and soybeans. This should push the price up this year, and the glut of fertilizer sitting in storage will soon be bought as most of the retail fertilizer will end up selling for the price they want it as production has been cut across the board. Tomorrow is CNH's earnings, and I dont think they will crush earnings, but I do believe they will be a little better than in line. Analysts are looking for $.69 but I believe they will come in the low seventy cent range. I still think sales of combines will be strong which CNH has been taking market share in. God Bless

At Least Five Agricultural Stocks with Upside

Just stating that the VIX is so high that even though we are trading with in a range right now, the traders are the ones doing most of the buying and selling. God Bless


On Jan 19 08:33 AM Paul Price wrote:

> You start off by asking "Is it possible for an investor to have success
> even if he does not have the ability to sit by the computer all day
> long placing trades?"
>
> If what you are buying might not be good for the next year or two
> because you couldn't watch your screen all day long, then something
> is wrong with your whole thinking process.
>
> It's that company is a good investment, then an hour or two's fluctuation
> shouldn't make much difference in your decision making process.

At Least Five Agricultural Stocks with Upside

I think you are totally correct. It would be strange if farming was a for profit situation as opposed to the current government supported business.


On Jan 19 08:13 AM redbaron wrote:

> 'The election of a Democratic President also bodes well. Not only
> does this give the Democrats the Presidency, it also secures legislation
> as there will be no veto.'
>
> And what happens is the Dems decide to stop subsidies to agriculture,
> with a veto proof administration? I own ADM and some others in this
> area as well, but am concerned about this possibility. Without subsidies,
> everything changes here.
>