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Strategies & Market Trends : Value Investing
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From: FIFO_kid24/22/2016 3:12:43 PM
   of 78740
 
AG chemicals need higher crop prices thus drought in North America for prices to rise given what happens in that region really dictates pricing.

I think it appears we are in
a transitional weather pattern in the major crop growing regions but I would hold off by June before I would commit to an investment there but admittedly the sector is very oversold and cheap on an accounting basis.

The only big investment I have made this year in the European markets was Genel Energy GENL if you have direct UK access GEGYF if you don't.
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