Category: Agricultural Commodities
The analysis published under this category are as follows.Friday, July 06, 2007
Outraged At Oil Companies, But Not Chicken Farmers? / Commodities / Agricultural Commodities
As gas prices continue going up, the debates are getting more emotional. About a month ago I had an interesting discussion or should I say argument about escalating gas prices. My “friend” adamantly put the blame on the oil companies. My argument about a few billion new entrants into the global economy creating supply/demand imbalances fell on deaf ears.Read full article... Read full article...
Thursday, June 28, 2007
How I Made Eric Bollings Agricultural Commodities Stock Market Play My Own / Commodities / Agricultural Commodities
On Thursday, June 15, the Admiral, Eric Bolling, of CNBC's Fast Money, presented an update to his Agricultural Stock trade (Ag Play). To capitalize on the trend of higher commodity prices allowing farmers to spend more money on new equipment, higher yielding seeds and better fertilizers – he constructed a four stock portfolio.
The stocks are Monsanto Company (MON), a seed producer, Agrium Inc. (AGU), a fertilizer supplier, Bunge Limited (BG), a grain and seed processor and Deere (DE), a farming equipment company. I have been trading energy as well as precious and base metal stocks for a number of years. The idea of playing soft commodities via the stock market was quite appealing. I wrote about it in “Eric Bolling's Agriculture Stock Play: Is it Too Late?”
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Thursday, June 21, 2007
Eric Bolling's Agriculture Commodities Stock Market Play: Is it Too Late? / Commodities / Agricultural Commodities
My jaw hit the ground last week when Eric Bolling, of CNBC's Fast Money, stated that his agriculture play was up 59% year to date. It hit the floor a second time when he mentioned how he was playing the sector. I have been trading commodity stocks for awhile, primarily gold, energy and base metal producers. The soft commodities (coffee, sugar, grains) have caught my attention on occasions. However, I couldn't figure out how to trade them via the stock market and I wasn't interested in the futures market.Read full article... Read full article...