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

To: E_K_S who wrote (2110)	8/1/2012 2:10:35 PM
From: Sergio H	Read Replies (1) \| Respond to of 4719

If you want to go with feed the world theme, ROC makes fertilizer,which you can't feed the world without. It also has the advantage of making fertilizer when management decides the market price is right. Also along with feed the world, ROC sells to the world while ADM does not. On a business plan comparison, ROC aims for higher profit margins not volume. ADM has tweaked their operation from top to bottom to grind out a small margin. There's also catalysts in ROC and I don't see any with ADM. On simple P.E. analyses, ADM is trading at at PE of 13, it's 5 year avg. PE is 8. I also like SLW better than ADM.