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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (45015)10/17/2011 7:37:22 PM
From: Sergio H  Read Replies (1) of 78684
 
Hi EKS.

Well said. A lot of the same info is in this dated article, so the fundamentals haven't changed:

marketwatch.com

And I agree with the staying away from one product ag. plays. CALM has been hit from time to time by egg recalls. That's reflected in their price history, the large short position and the building up of short term/near the money puts.
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