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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: kacy_in_LA who wrote (85093)	6/12/2007 11:34:45 PM
From: Cogito Ergo Sum	Read Replies (3) \| Respond to of 312930

The link to their site is here spots.kicks-ass.org Basically I look(ed) at them as analogous to a transport or pipeline although they have other dimensions (i.e. seed business). When grain (wheat) prices are high and crops are good they make lots of money.. They have been trimming fat and non-core business the last few years and they recently acquired Agricore, a similar but more diversified business on the farm products side. Both companies have just reported solid earnings. If you are a believer in the Don Coxe school of thought this is not a bad holding for a Canuck or American. They are one component of my agriculture holdings. These are two boards on iHub covering Grains (agriculture) and fertilizer. From my first link you can see I own a few of the stocks covered on those boards. ALM, ISX, BLR, FOS besides SWP. I've been moving to a heavier agriculture weighting for a while. Almost 20% now. investorshub.com investorshub.com blackie