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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (42454)	4/28/2011 4:17:02 PM
From: E_K_S	Read Replies (2) \| Respond to of 78519

Hi Grommit - Followed you in on a starter position of Bunge Limited (BG). You are not the only one bullish on commodities, check out what Jim Rogers thinks on the subject when interviewed in Singapore yesterday. An Exclusive Interview With Jim Rogers By Brett Owens Apr 28, 2011 3:00 pm minyanville.com From the article:"...Agriculture is still his favorite, thanks to supply constraints that are nowhere close to being solved – including a lack of farmers. “The average farmer in the United States is 57 years old,” Rogers shared (providing me with yet another “how the heck did he know that offhand?” moment). “Who’s going to farm the land 10 years from now? These guys will be 67…if they’re still around. And nobody is graduating with farming degrees today.” “There are just not enough farmers in the world. There are vast stretches of empty land in Japan, believe it or not – with nobody to farm them.” >He thinks this commodity bull market could continue to rock and roll for some time because “little or no supply has come on line yet.” He points out that the commodity sector was starting to attract attention pre-2008, as its bull run began around 1999, but the 2008 financial crisis knocked a lot of potential new supply offline. Which of course sets the stage for further price increases...." ------------------------------------------------------------------ Wasn't Michael Bury also bullish on U.S. farmland? My investment theme for the year ahead is to find companies that have businesses that are food related; specifically the production, processing and distribution of food products. This also includes the value added businesses in the supply chain that own the natural resource (ie land), mine & distribute fertilizers, have emerging technologies (genetic seed patents) and design and build efficient precessing and manufacturing equipment (necessary to feed the masses). I expect the rising demand for food to come from the BRIC countries especially China and their insatiable desire for protein. Bunge Limited (BG) should be a good core holding to put in my commodity AG basket. These are the companies currently in my AG basket of stocks: finance.yahoo.com My AG basket of stocks should complement my E&P, Oil & NG related companies too especially if the $US continues lower. EKS

To: Grommit who wrote (42454)	5/19/2011 1:46:32 PM
From: E_K_S	Read Replies (1) \| Respond to of 78519

Re: CF Industries Holdings, Inc. (CF) Have you looked at CF as a fertilizer supplier. I always thought they were quite expense until I noticed that their forward PE is around 10 even less than that for BG at 11.5. finance.yahoo.com The other value component I like for CF is their ratio of Net Income to Long term debt of 2.55:1 (well below my 4:1 target). Have not looked at the company in detail (like what assets they own) but if one id bullish on food production long term, CF is going to be a major player. FWIW, picked up a few more shares of VERDE POTASH PLC (AMHPF.PK) to add to my tracking position. They have a slow release (not too soluble in water) Potash fertilizer. Located in Brazil, I am betting that their product will be used to enhance their soybean production. EKS

To: Grommit who wrote (42454)	5/30/2011 10:21:54 PM
From: E_K_S	Respond to of 78519

Hi Grommit Re: Ag Stocks - BG & Verde Verde Potash (NPK-TSX) - formerly Amazon Mining (AMZ-TSXV) Bunge (BG-NYSE) These are the ones I have already listened too but there are quite a few other Ag related companies w/ presentations too. It looks like BG is getting out of the fertilizer business and expanding their milling facilities. They acquired 4 new milling facilities in Brazil , opened up a new plant in China (new factory w/ two productions lines) and completed a new facility in Vietnam. The company touches a lot of the food production & distribution channels w/ the goal to earn a small piece on every value added piece they handle. They are bringing a lot of efficiencies into the global market(s). The CEO said their market sweet spot is the average earner that nets $20.00/day ($7,240/year) . This group will be the consumers of the food products they bring to market. ----------------------------------------------------------------- Audio webcast of the company's presentation at this year's BMO Capital Markets Farm to Market Conference held in New York. audability.com I plan to listen to the ADM & CF presentations as these are other players in this sector that seem to be selling at a value price (ie PE around 10). EKS