JULY 24, 2008 (Dow down 283) - After a day like this we want to find stocks that will benefit from falling gasoline prices, like Disney (DIS) and Tupperware (TUP). Natural gas prices will bottom at $8 mcf.
2008 Presidential candidates will now be pandering to Iowa - stock is 2nd choice (MOS 1st - see MOS) in playing the primaries - candidates wil be pushing corn & ethanol - in 2005-6 only 14% of corn was used for ethanol - estimates for 2007-8 expect that to rise to 25% - corn prices have risen 45% - more farmers will start to plant corn - the corn yield must be raised - with fertilizer - new corn farming methods require more fertilizer - nitrogen (used in fertilizer) is showing supply/demand imbalance - will cause prices to rise - buy now & sell into the 2008 Iowa primary
is not keeping pace with the other fertilizer plays - bought UAP Holdings (large competitor) with an issuance of stock - expect earnings will be significantly higher as a result in 2009 - fertilizer prices are going higher for the next 2 years - has a whole lot higher to go
65.63
+109.48%
02/26/08
the selloff today in the agriculture stocks because Cargill cancelled construction of an ethanol plant is a buying opportunity as the world famine issue will continue to drive profits in the sector - AGU is one of the five "ag" horsemen
74.07
+136.42%
03/20/08
a buy here
61.31
+95.69%
04/02/08
just going to sit - don't buy - prefer POT
62.72
+100.19%
04/23/08
co will benefit from a Democratic presidential victory by either candidate because of their commitment to increase biofuels
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