EKS, that looks like a truck full not a basket.-g-
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LMNR. Closed position earlier. Looking to reenter at these lower prices.
BWEL Still holding. (WHGLY too, for pork products)
BGS. Still holding, but am uncomfortable with it. It seems to be all about the high dividend.
AMNR. Sold some couple days ago @3.50 which I have been waiting for. (Have a few tracking shares of Sovos, SOVO, because I like their Rao sauces. Not a value stock.)
PAHC. I believe I'll follow you and I will sell shares (close position)
RKDA. Still holding. Just following some of the posters here. A gambling few shares for me.
UAN. Occasionally adding. Now hold CF, MOS, NTR, also. Big bet (for me) in total
The other stocks you mentioned I either had no interest in or bought&sold, or was too slow and/or missed their rise and am reluctant now to buy.
Two other aspects of the ag business: I have and am adding to bulk shipping stocks that carry grains, etc. Also, I'm interested in grocery stores that are the final step for ag products. (Sprouts (SFM) and SpartanNash (SPTN), for example) Recently I'm buying more UNFI. |
