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Strategies & Market Trends : Value Investing

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To: richardred who wrote (60033)	11/1/2017 9:27:34 AM
From: E_K_S	Read Replies (2) of 78704

Yes the AG food stocks that were the laggers are now reporting good results. BGS sales were +23% for the quarter. Kellogg had great earnings yesterday. I hope the food deflation environment is over and it is more than a company specific move. Farmers need to capitalize on their record harvest and maybe they can get a modest price increase for their crops. If a modest price rise can move up through the production/distribution channel maybe some of these specialty manufactures/distributors can see some margin expansion too. I will be watching DF as milk prices are at/near lows and there has been little to no pricing power. Maybe they get some in their ice cream business. There is still a lot of corn and soybeans coming to market w/ very good crop harvest. Prices still remain at/near multi year lows. Looks what the 5% rule in farming brings . . . Looking to cut costs and increase profits? Try the five per cent rule Increasing yields and your sale price by five per cent while cutting costs by the same amount can double your profit. EKS

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