Bearish Outlook for Agricultural Chemical Producers
Factors that will effect change and a move towards sustainable agriculture by farmers and increase the pressure on the agricultural chemical sector.
1) Seed cost.
2) Fertilizer cost.
3) Soil …
Recent Commentary
- Bearish Outlook for Agricultural Chemical Producers
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Martin Armstrong
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- From ‘the Hole’ #13 Diminishing Productivity of Debt 4-11-10
- From ‘the Hole’ #12 Interest Rates 4-10-10
- From ‘the Hole’ #11 Why the Federal Reserve is Essential
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- From the Hole #10 the Fate of Britain 4-8-10
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Euro Pacific Capital
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- Dr. Keynes Killed the Patient
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- America, the Odd Man Out
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- Stalemate in Toronto
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- Suiting Up for a Post-Dollar World
- Suiting Up for a Post-Dollar World
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- Holding The Tiger
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News from the Wires
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- Will the WH Have to Replace Recovery Blog with a Double-Dip One?
- V-Shaped Dreams Evaporate, Says Roubini
- Rutgers Survey: Most Americans Expect Economy to Stay in Recession or Worsen
- Could Investors Fleeing Stocks Become a Lost Generation?
- CPI Linking “Not Best” for Benefits & Pensions, Say Experts
- FDIC Finds 829 US Banks at Risk
- China’s First Hedge Fund Planned after Gov’t Relaxes Rules
- Who Wants To Be a Central Banker?
- America’s Entrepreneurial Flame Is Fading
- Home Prices Have Further to Fall
- GMO’s James Montier on the Bond Bubble
- Fed Clears China Firm to Buy 10% of Morgan Stanley
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- Miami – Broke City Breaking Employee Contracts
- Summer Movie Attendance Falls to Lowest since ‘97
- “Zombie” Hotels Arise in Ireland as Recession Empties Rooms
- Japan Industrial Output Gains, Stronger Yen Doesn’t Discourage Investment
- Credit Is Finally Available, but No One Wants It
- US Auto Sales May Hit 28-Yr Low as Discounts Flop
- Why Wall St Is Deserting Obama
- Titan Capital Bets on Black Swan Crash
- Heinz Sees Higher Profits Driven by Emerging Markets
- Consumer Spending in US Tops Forecast, Incomes Lag
- Record Number in Gov’t Anti-Poverty Programs
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- The Uncomfortable Math of Monetary Policy
- The Folly of Subsidizing Unemployment
- Government Pay – Now for the Really Bad News
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- Multinational Banks Back Switch to Renminbi for Trade
- World Central Bank? Uneasy Role for Ultra-Easy Fed
- Germans, Swiss Are Piling into Gold
- Weak Firms Pile on Debt — and Trouble
- Foreclosures Fall, but Delinquencies Rise
- Fannie/Freddie Losses Hit $226 Bln
- States Press Workers on Health Care
- Gov. Schwarzenegger: Public Pensions and Our Fiscal Future
- Morgan Stanley Warns on Sovereign Defaults
- US Corporate Credit Risk on the Rise
- Bank of Korea Governor Promises “Vigilance” Against Inflation
- Slower US Capital Investment May Reach Job Market
- Global Demand for Gold on the Upswing
- Bugattis Sell for “Crazy Money” as Classic Cars Beat S&P
Latest News
CattleNetwork Top Stories: GIPSA, Veal, More Hay, Smithfield, Antibiotics
Read the top stories on CattleNetwork from Thursday, September 02.International Beef Demand: Where Beef Is Purchased In Japan
The Japanese retail grocery sector is highly developed and segmented for specific consumer marketsThe CattleBoard: Boxed Beef Rebounds, Live Cattle Continues Higher
Boxed beef improves by 29 cents to $162.91. Corn is one penny higher.Smithfield Profit Crimped By Hedging Losses, Analyst Says
Profit for Smithfield Foods Inc., the biggest U.S. pork producer, probably was crimped by hedging losses in the most-recent quarter, BB&T Capital Markets analyst Heather Jones said.World & U.S. Growth Slow To Rebound In 2010, Growth Risks Rise
Mid-year economic reports showed slowing U.S. but stronger Northern European growth, led by Germany.CBOT Corn Review: Inches Higher; Crop Concerns, Demand Underpin
U.S. corn futures inched higher Thursday, managing to extend the market's uptrend to a 14-month high on lingering crop yield concerns and solid underlying demand.Forage System Development For Cattle
To start evaluating an existing or potential production system, the producer should consider the goals of the beef operation and the physical limitations of the land base to be used. ...Missouri Public School District Cancels “Meatless Wednesday”
The Columbia Daily Tribune reports an e-mail from a local cattle producer started a grass-roots campaign to keep meat on the school menu every day of the week.CME Livestock Review: Funds Rally Hogs, Push Cattle Higher
Pit-traded Chicago Mercantile Exchange hogs bounced back Thursday from Wednesday's futures' lapse on fund buying and short covering.CME live and feeder cattle contracts also landed on the plus-side of the ...Passing On Respiratory Vaccinations Can Leave Producers & Cattle Vulnerable
No matter the type of operation, bovine respiratory disease (BRD) can be difficult and costly for all producers to manage.Video: Eye On Agriculture Today: Change In The Beef Industry
From the 2010 K-State Beef Conference, K-State Research and Extension beef specialist Justin Waggoner outlines a few key points from his presentation, "Characterizing Change in the Beef Industry."Producers Can Learn To Optimize Their Profits At Beef Stocker Field Day
Kansas State University will host its annual Beef Stocker Field Day on September 30 at the KSU Beef Stocker Unit located on West Marlatt Avenue.Petroleum Product Poisoning In Cattle
Petroleum fractions have been used alone or as part of external parasite control product mixtures to combat flies and ticks in cattle for many years. In appropriate applications, they may ...Secretary Kawamura Announces Reitrement Of State Veterinarian Dr. Richard Breitmeyer
California Department of Food & Agriculture Secretary A.G. Kawamura today announced the retirement of California State Veterinarian Dr. Richard Breitmeyer after 26 years at CDFA. His retirement is effective September ...Poll Question: Do You Support The Newly Proposed GIPSA Competition Rules?
Make your voice heard. Tell you us your opinion on GIPSA.Video: FDA Pushes Producers To Limit Antibiotics For Cattle
The U.S Food and Drug Administration calls it one of the most urgent priorities in the field of public health today as they encourage producers not to give some antibiotics ...Natural Gas Outlook: Spot Prices Fall At Most Market Locations
Since Wednesday, August 25, natural gas spot prices fell at most market locations in the lower 48 States, although prices generally rose in the Northeast and Rocky Mountain areas. The ...Beef Cattle Prices By U.S. & State
U.S. average beef cattle prices improved by $1.60 to $93.20 this month, increasing for the 2 month in a row.A Hot Day In Fort Collins
Temperatures soared as hundreds of beef producers, pork producers and industry stakeholders descended on the Colorado State University Campus last Friday for the USDA/DOJ workshop on competiveness in the livestock ...National Conference For Agribusiness, Nov. 16-17
The National Conference for Agribusiness will be held at Purdue University on Nov. 16-17 to give agribusiness professionals an opportunity to learn how to grow as managers.Sponsors
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Archive
Lloyds plc & Fauquier Banshares
I like Fauquier Banshares (FBSS) below $15, it only has an ADV of 1000 shares so be careful bidding. Lloyds Banking Group plc (LYG) at $7.25 is a good buy. My target for both is $25-$28 range.
September 17, 2009Downgrading CSTR & Potential Cut of COST
Personally I thought the idea of people paying to use coin counting machines was insane. But I was wrong. They put those Coinstar (CSTR) machines in and the people came. There were lines at the supermarket to use it. I couldn’t believe it. But that was then. The “change” must have run out. I haven’t seen one of those machines used in some time. Coinstar does have other machines and an investment in Red Box, but the easy money days of counting change appear to be over.
Costco (COST) saw decreased sales this quarter and missed their numbers, but the real reason I may downgrade — they are starting a trial at two NYC area stores to accept food stamps. Costco, because it charges a membership fee, is like an oasis in the urban jungle. If they start accepting food stamps, it will make it no different than any other large city retailer, think Target or K-Mart.
Mr. Gioia points to the Costco on Vernon Boulevard in Long Island City, Queens, in his district. First opened in 1996, the store is within walking distance for nearly 30,000 residents of three public housing projects: the Queensbridge, Ravenswood and Astoria Homes. “Why Doesn’t Costco Accept Food Stamps?”New York Times, November 11, 2008.
How could anyone not want to shop with them? One of Costco’s reason for never applying to sell food stamps is the $50 yearly fee. Considering the government uses debit cards for the food stamp program so that recipients aren’t shamed, they will probably cover the cost of the membership.
May 28, 2009Gold
With the advent of commodity based ETFs and their growth in popularity, gold now has the opportunity to be treated in the same manner as a tech stock.
Investment in gold is nearing 50% of all gold consumption, and one third of that is ETFs. The price of gold has been kind to ETFs. And ETFs have been kind to the price of gold. Investors invest in ETFs as the price of gold climbs. With gold showing recent weakness, I believe that we will begin to see investors “profit take” thus forcing ETFs to divest ….. divest …. liquidate ….. cash markets will have to absorb this inventory.
The skew on the puts currently reflects anticipation of increasing implied volatility. If the spot price continues breaking through levels of support look for an increase in implied volatility in gold ETF put options across all months.
March 4, 2009United Bankshares Inc.
Just buy it. UBSI @ $15.32
CEO said forget the TARP funds.
CEO is a West Virginian who just bought more stock than he makes in a year.
Corns and Beans
Long 9 Sep Corn @ 377¼
vs.
Short 4 Sep Beans @ 860¾
MS vs. GS ~ the spread
Long 5 MS @ $20.00
Short 1 GS @ $80.00
Taken off now results in a net of $23.25 in the cash register. Cha-ching.
Fairfax Financial (FFH)
Price Target: $220
Position closed March 5, 2009: $220.00
January 7, 2009Time to Buy
It’s always time to buy something, but what (is it time to buy now)?
Here’s what I like:
Genuine Parts Company (GPC) $37.35 – - 39¢ quarterly dividend
Equitable Resources Inc. (EQT) $32.20 – - 22¢ quarterly dividend
Olin Corp. (OLN) $16.95 – - 20¢ quarterly dividend
And here’s one I love:
BP Plc. (BP) $45.25 – - 84¢ quarterly dividend (this is almost a 7.5% dividend folks)
All have healthy dividends, strong stable balance sheets, and room for growth.
December 30, 2008The Spread
Morgan Stanley: $16.00
Goldman Sachs: $73.00
The spread we bought for a credit of $3.25 is now at $7.00
November 10, 2008The Art of the Spread – MS vs. GS
Long 5 shares of Morgan Stanley(MS) @ $26.25
vs.
Short 1 share of Goldman Sachs(GS) @ $134.50
Net cost: – $3.25
Can’t sell stock? Buy a deep put or sell a deep call for the GS leg.
Upgrades / Downgrades
Coca-Cola (KO) – Sell ($53.39)
Chesapeke Energy (CHK) – Buy ($38.57)
Alliance Resource Partners (ARLP) – Buy ($33.57)
Joy Global (JOYG) – Buy ($51.55)
Goldman Sachs (GS) – Sell ($108.00)
Morgan Stanley (MS) – Buy ($22.55)
Fifth Third (FITB) – Buy ($15.96)
I have my own research methods. Don’t ask.
September 19, 2008