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Strategies & Market Trends : Value Investing

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To: Joe Dancy who wrote (40886)	1/2/2011 7:21:40 PM
From: Paul Senior	of 78705

Re: bullish ag sector outlook: The stocks mentioned are too expensive for me. I will go though with the conventional wisdom that ag commodity prices will increase. That will lead to an increase in actual and perceived wealth by farmers. How farmers will spend this wealth and when, I do not know. 1. If ag commodity prices increase, this should be reflected in increases in prices of stocks of companies/funds that bet on such commodities. We'll see. I intend to play this by pyramiding my position in DBA for every .50 or $1 that DBA rises. finance.yahoo.com 2. If farmers have money, I assume not only will they be able to pay their mortgage loans, but they will be interested in increasing their acreage by buying more farmland. I'll play this by holding Federal Agricultural Mortgage Corp. (AGM) finance.yahoo.com 3. I continue to hold shares of several fertilizer companies. I find for me, they are too expensive for me to make additional buys of now.

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