The recent market action has seen a reverse in the sharp rise in agriculture related stocks. However, the thesis for investment remains in place.
It is a simple thesis:
1)The 6.6 billion people in the world have to eat
2) increasing wealth allows for more food consumption
3) Increased production - to North American yields will require fertilizer
and seed
4) ethanol and biodiesel create additional crop demands
5) supply is constrained in former exporters like China and
Russia which now impose export restrictions.
although The AMP favors juniors take a look at :
Agrium ( AGU) $ 59.58
Potash - ( POT) our top choice $124
Mosaic (MOS) $ 81
Monsanto (MON) $ 99.49
( and the juniors ).
Jack A. Bass is the editor of the market letter The Apprentice Millionaire Program available at www.amprogram.com
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