Author Topic: Agriculture ideas  (Read 1914 times)

turar

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Agriculture ideas
« on: March 23, 2009, 05:27:47 PM »
Saw Jim Rogers the other day on Bloomberg talking up commodities and agriculture, as usual. I wonder what would be a good way to get exposure to ag sector for a lay investor? The best idea so far is MOO, but expense ratio isn't great. Any suggestions or good individual securities you would recommend?


OracleofCarolina

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Re: Agriculture ideas
« Reply #1 on: March 23, 2009, 05:38:01 PM »
RJA
This is an ETN with a Swedish Bank based on the Rogers Agriculture Index,

LMNR
Farming operation in California

CRESY
Argentina farming

to name a couple

Broxburnboy

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Re: Agriculture ideas
« Reply #2 on: March 23, 2009, 05:46:53 PM »
Potash corp. (POT) or Agrium (AGU) are both considered undervalued at the moment if you
believe in the future of agricultural fertilizers.

DDD

valuecfa

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Re: Agriculture ideas
« Reply #3 on: March 23, 2009, 06:15:08 PM »
With ETNs you have credit risk. I would recommend an ETF instead.

DBA is one agriculture ETF