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

To: Sergio H who wrote (2111)	8/1/2012 2:43:17 PM
From: E_K_S	Read Replies (1) \| Respond to of 4719

You do make some compelling arguments. I may change my vote on this one in the next round. Yes, fertilizer is very important in my mind. When you look at "pure" fertilizer companies, ROC is cheap. ADM does support the U.S. small farmer infrastructure and they also have exposure in Brazil w/ BG. From the AG companies I watch, ADM & BG are two I like. BG does a few more value added processes and has a lot of the value characteristics of ADM. ROE and ROA are not very high which is typical for these pure AG plays. I still think ADM is the better overall value at the current price.