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Strategies & Market Trends : Value Investing

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To: Bordeauxman who wrote (48836)	7/19/2012 2:37:59 PM
From: E_K_S	Read Replies (2) of 78740

Can you tell if it's a new buy or something they held a long time? I expect SEB to be impacted on the drought especially their turkey & pork production units as corn prices should shoot through the roof. I am not sure hoe much their operation(s) is impacted by the midwest drought but if the stock sells off, I want back in. There should be other value opportunities from this drought event specifically with corn and grain prices shooting through the roof. I doubt that has been priced in the value added stocks yet but at some point when they do, we could see some good values. Like everything, this drought will end and another bumper harvest will just be around the corner. I have been trying to put together a list of candidate stocks that could work on the "drought" theme. Somebody on another thread said ethanol production will dry up which may move oil prices higher. U.S. soybeans are also impacted and their production will be way down too. If you see any value ideas please post them. EKS

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