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

To: E_K_S who wrote (66403)	2/4/2021 2:57:21 PM
From: Madharry	Read Replies (3) \| Respond to of 78999

sohob over $15 ! will be so exciting if they ever resume paying dividends.

To: E_K_S who wrote (66403)	2/4/2021 3:01:26 PM
From: DinoNavarre	Read Replies (1) \| Respond to of 78999

Hi EKS..... Do you have any take on how much the "high shipping prices / empty containers logistics" problem is jacking up food / Ag commodity prices? Plenty of food, grains and other Ag products are now shipped via container, starting to see slow downs / higher port congestion in this area....Shippers passing on moving Ag stuff to move higher priced containers instead....Some shippers have left the Ag & food container side altogether. Also starting to see warnings from some of my aquaculture & food holdings / they can't raise prices much higher on a pass-through basis (to cover shipping costs) without causing sales volumes to drop a good bit.... On the Ag commodity side I took the KISS approach this past 1.5 years....SOYB, BAL, SGG and JJGTF. I wonder if a shipping company could survive/profit, just moving empty/near empty containers, preposition containers for "one way" trade routes? Food inflation concerns deepen as prices reach highest level since 2014 https://t.co/OXOV0SUxhc pic.twitter.com/Vc6CKHbGQo — Jesse Felder (@jessefelder) February 4, 2021