legmaker

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

Deere & Company: Long-Term Buy on Dips

JJJoseph, I believe you are correct but I also believe large price increases on the product are on the way, just looking at supply issues.

Deere & Company: Long-Term Buy on Dips

Thank you for your comment, Go Green!