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Picking Ag Stocks
I agree with the agricultural thematic, however why you would want to be in terrible stocks like CAT and DE I don't know.
They're excessively geared and the expected EPS for the current and next year are in a continuous downward slide at the moment.
The recent rally is a selling opportunity. One real quality agricultural stock in the US is Monsanto. Just take a look at what the price was at its SP high and what the expected EPS were at that time for 09+10. Now what are the expected EPS for 09+10 today? I find that they have not deteriorated at all, they have actually improved!
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