I’ve been telling you about asset managers, Japanese exporters and of course a certain patent litigation play that is sure to make Tim Cook cry. But I haven’t really touched on my top 5 position, MOS. We are now in the planting season, small men reading the internets. Last year farmers received rail spikes through their stupid faces, thanks to mother nature bestowing dust bowls upon their property and livelihood.
To be clear, nitrogen and potash are going to be needed in great quantity this year, to stave off catastrophe. Yields need to be better this year, else prices are going up again. The Chicken Gods and King Obama will not like that.
There are many ways to skin this cat. You can play the water side of things, via irrigation plays LNN or VMI. Or, you can go straight to the source and buy MOS, TNH, CF and AGU. POT used to be in play; but now they’re just some stupid Canadian potash company that is poorly operated and unable to make its shareholders any money.
DE is always in demand and their earnings were good. Grain elevators will be needed (ANDE) and genetically modified corn is all the rage these days. You might as well join the dark side and buy MON.
Bear in mind, most of what MON stands for goes against everything that I believe to be sound and just. But making money is not about ideology–but realism. Go ahead and make some money off MON, then use the proceeds to buy your family some food from WFM.
Quit being such babies.
In my next post, I have two underdog internet stocks worth a dice roll.
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Y U NO LIKE TITN
I will sacrifice three chickens this week in your name.
I’ll go with LNN because as good as those seeds may be, they’re not growing without water.
LNN is going higher.
I spoke to someone who “knows dirt” and he said that there’s about 4″ from the top of the ground that farmers plant and apply their substances. Given the lack of rain a lot of the ferts from last year are still in that 4″ zone and will likely be there for the planting. So unless there is a major rain fall to drive it all lower the needs of the ferts are minimal. He suggested seed plays instead. Discl – long MOS thinking DD and SYT
LOL ! “..make some money off MON and buy some food from WFM” MON has been printing some cash for me, Ill go buy an all natural grass-fed-cow steak as a token nod to my guilt 😉