Category: Agricultural Commodities
The analysis published under this category are as follows.
Tuesday, July 19, 2011
Investing in Agribusiness: Will This Major Food Company Be Bought Out? / Commodities / Agricultural Commodities
By: Eric_McWhinnie
Ralcorp Holdings Inc. (NYSE:RAH) produces a variety of store brand foods that are sold under the individual labels of various grocery, mass merchandise, and drug store retailers. Their products include everything from Post Raisin Brand to NutCracker Mixed Nuts. In May, we discussed how Ralcorp’s share price had been sizzling, but wondered if it could maintain its rally. Recently, Ralcorp has been back in the news, but are shares popping?
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Friday, July 15, 2011
Sugar Price Surge Nears Resistance / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
After peaking in early Feb the drop back in Sugar 11 found a low in May, from whence a recovery got underway. This has made a new high on the front month chart, but certain resistance levels are now not far off.
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Tuesday, July 05, 2011
Agri-Foods Coming Full Circle / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Circles are somewhat special. They have no starting point nor ending point. Where they end is where they start. Such the time-worn phrase of "coming full circle." This Summer in Agri-Foods where we started this time last year is where we begin again.
Monday, July 04, 2011
Corn Price Gets Creamed / Commodities / Agricultural Commodities
By: Douglas_French
Corn prices took a two-day shellacking last week, settling under $6 a bushel for the first time since last December. Traders were caught wrong-footed, expecting wet weather to have slowed corn planting.
Weather didn't get in the way of economics. The US Department of Agriculture said last week that surveys conducted during the first two weeks of last month found farmers had planted 92.3 million acres of corn, the second most since World War II after 93.5 million acres in 2007.
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Friday, June 24, 2011
Potash Producers Benefit from Fertilizer Demand / Commodities / Agricultural Commodities
By: The_Energy_Report
Domestic demand for fertilizer is good news for small, U.S. potash producers. In this exclusive interview with The Energy Report, Weiss Research Natural Resources Analyst Sean Brodrick explains the international market forces behind agriculture-related stocks and points to the companies that could benefit in the long term.
Companies Mentioned: Intrepid Potash, Inc. Passport Potash Inc.
The Energy Report: I understand you're not really bullish on energy these days. Can you give me a brief synopsis as to why? Read full article... Read full article...
Tuesday, June 21, 2011
Agriculture's Impending 'Storm' Will Send Corn Prices Soaring / Commodities / Agricultural Commodities
By: Money_Morning
Kerri Shannon writes: Don't let the recent slip fool you: Corn prices are ready to soar.
Worldwide demand for corn has surged, and shrinking stockpiles are unlikely to be replaced due to extreme weather conditions that have destroyed millions of acres of farmland.
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Monday, June 20, 2011
QE Illustrates Why Investors Should Have Exposure to Agri-Equities / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While thinking about corn and wheat and pork prices, we cannot help but note the importance of Wednesday, 22 June. On that day the Federal Open Market Committee of the U.S. Federal Reserve should read the eulogy for QE-2. As far as can be determined by impartial observers, that policy was a complete and utter failure. No positive economic benefits have been discernable. Rather, it created one great bear markets for the U.S. dollar that helped fuel one great run in commodity prices.
Sunday, June 19, 2011
Why Soybean Price Could Double From Here / Commodities / Agricultural Commodities
By: Submissions
Risk Hacker writes:
While for the past 12 months, corn and wheat prices have nearly doubled with corn price rising 88% by percent and wheat price by 95%, soybean price has been lagging the performance. However several key factors suggest that risk of soybean price is still dramatically skewed upwards.
Saturday, June 18, 2011
Agricultural Commodities On the Rise / / Agricultural Commodities
By: Sara_Nunnally
The financial markets had a horrible day yesterday. There's no way of sugarcoating it. The Dow closed below 11,900 and both the Nasdaq and the S&P 500 ended about 1.75% lower.
Know what started to climb in after-hours trading?
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Friday, June 10, 2011
Potash Developers Blaze Trail to Brazil / Commodities / Agricultural Commodities
By: The_Energy_Report
Brazil offers an ideal environment for potash developers, according to Investment Analyst Jaret Anderson of Salman Partners. A robust agricultural sector, favorable government policy and excellent transportation and infrastructure are leading to the development of a number of very attractive potash projects in Brazil. In this exclusive interview with The Energy Report Jaret discusses his Brazil play and others.
Tuesday, June 07, 2011
Agricultural Commodities JJG Grains ETN Bullish Flag Pattern / Commodities / Agricultural Commodities
By: Mike_Paulenoff
For three weeks now, the iPath DJ-UBS Grains TR Sub-Idx ETN (JJG) has been "coiling" atop its most recent upleg off of the May 12 pivot low at 49.77 to the May 19 high at 55.71. My work considers the coil a bull-flag type of pattern that should resolve itself to the upside and which will trigger upside continuation of the larger bullish coil pattern that has formed since the Feb 9 high at 58.25.
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Saturday, June 04, 2011
Agri-Food Commodity Cycle Stocks Investing / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What is the most dangerous word in the investment world? Using this word is almost assuredly first step toward owning an investment with issues that ultimately lead to unhappiness. That word? Quite simply is, "But..." That word can actually take two forms, explicit and implicit.
Saturday, May 28, 2011
Sugar Commodity Price Bounce Getting Underway / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
2011 has so far favoured the bears in Sugar, following the test of a long term Fibonacci level which provided strong resistance. Certain supports have been reached, or neared, which suggest a recovery phase is in the offing.
Friday, May 27, 2011
Bullish Consolidation for Agricultural ETF / Commodities / Agricultural Commodities
By: Mike_Paulenoff
From its Feb high at 58.25 through today's action, the iPath DJ-UBS Grains TR Sub-Idx ETN (NYSE: JJG) has carved out a high-level bullish consolidation area atop its powerful 7-month uptrend.
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Thursday, May 26, 2011
Food Prices: The Real Wealth Asset Surge / Commodities / Agricultural Commodities
By: Andrew_McKillop
All developed countries, including top food exporter USA are reacting to rising food-price inflation as price growth forecasts are exceeded. Higher crop, meat, dairy, fish, vegetable oil, fruit and vegetable prices, and higher energy costs are now joined by rapid-changing weather conditions including drought in many key agro-producer regions, making the food price outlook more certain to deteriorate.
Thursday, May 19, 2011
Agri-Foods Gearing Up for the Next Advance / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
When last we talked our discussion was of the fairly obvious correction developing in commodities. Oil prices peaked several weeks ago. Station on my corner dropped gasoline prices by more than ten cents a gallon over night. In precious metals, the Great Silver Crash of 2011 is readily apparent to the casual observer. Cocoa prices have plunged as expected.
Wednesday, May 11, 2011
Agricultural Commodities Markets Are Fertile Ground for Investor Profits / Commodities / Agricultural Commodities
By: Money_Morning
Larry D. Spears writes: Commodities have received an unprecedented amount of attention over the past year, largely because of the rising price of gasoline and dramatic moves by the precious metals.
However, gold, silver and oil haven't been the only high-flyers. Although they haven't generated nearly as many headlines, agricultural commodities markets also have seen substantial price gains over the past year.
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Friday, May 06, 2011
Potash Prices Headed to $750? / Commodities / Agricultural Commodities
By: The_Energy_Report
With rising global demand for food comes escalating cash flows that enable farmers to purchase additional fertilizers to further boost yields. Dundee Securities Senior Analyst Richard Kelertas follows junior potash explorers that have been red hot for much of the past six months. In this exclusive interview with The Energy Report, Richard shares some names that he believes could develop into bumper-crop multiples for investors.
Tuesday, May 03, 2011
Commodities Topping One by One, Silver Collapse Warning / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Slowly the list of commodity prices that have topped out seems to be growing. Sugar was first. Now cotton follows as farmers are going to increase plantings fairly dramatically, and China has cancelled orders for the fiber(Financial Times, 28 April 2011). Have soybeans also done so? North American production of that miraculous yellow grain just might be somewhat better than the extremely bearish forecasts. On Chinese soybean demand, we note reports of over booking and second half 2011 imports likely being below year ago levels(Commodity News for Tomorrow, 11 April 2011). Could investors be ignoring this situation? Lastly, is the collapse of Silver perhaps a warning from the gods? (Note: Trading persistently below $44.69 confirms a Silver bear market.)
Monday, April 18, 2011
Agri-Food's Commodities Bubble? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
A big question should be on the mind of investors. Is it 2008 all over again? Are we witnessing another commodity price bubble driven by speculation in paper commodities? With Silver clearly in a speculative bubble, allowing value investors to liquidate positions at overly inflated prices, one might think so. With paper oil ignoring the weakness in physical oil demand, one might be almost sure of it. When mob panics and dumps ~$800 million into GLD, one might need to start reconsidering one's ownership of some inflated commodities.