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For commodity profits follow the long cycles–here’s how
The sky’s the limit. The sky is falling. In the short term pretty that much describes the behavior of commodity stocks. And it’s all too easy to get caught up on the drama of those short-term moves...
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Farm stocks drop on what is, in my opinion, an overly optimistic forecast...
The May 11 crop forecast from the U.S. Department of Agriculture knocked the chaff out of the grain market. Corn fell in price by the most allowed on the Chicago Board of Trade and wheat and soybean...
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Not all fertilizer stocks are created equal
Not all companies in a sector see their fortunes rise and fall in lockstep. A reminder of that from the fertilizer sector this week. Investors tend to lump all fertilizer stocks together. Most of the...
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A standoff over potash is leading to cuts in production
It’s a face off between China and India on one side and the world’s potash fertilizer producers, led by Potash of Saskatchewan (POT), on the other. India and China have delayed regular shipments of...
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Deere guidance points to down year for farm incomes, farm stocks
Good news from Deere (DE) on fiscal first quarter 2014 earnings. The company announced earnings of $1.81 cents a share, 28 cents a share above the Wall Street consensus on revenue of $6.95 billion....
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