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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (48838)	7/19/2012 5:52:12 PM
From: NikhilJog	Read Replies (1) of 78748

EKS - this is interesting. I was infact think about this today. One thing i was looking at is meat companies, people who are actually raising animals, like PPC's of the world. You will see margin compression there. On ethanol the govt. made a statement that they are not cutting down on the ethanol quota yet. however, by some accounts the situation is pretty bad. I would not focus so much on the oil aspect as that market is governed by lot of other factors... However, i will focus on companies that use corn for animal feed. In addition, if there are cheap seed companies, thats another thing to look into for next yr.....

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