Tag Archives: agriculture industry

Deere running in South America

posted on February 13, 2013 at 10:30 am by Tim Seymour

John Deere (DE, quote) reported a solid beat ($1.65 vs. $1.40 consensus) in fiscal Q1 while raising its outlook on FY 2013. The agriculture and turf business is better than expected, and will continue to be as long as soft prices stay in this range.

Agriculture Emerging Markets Insight Latin America Tim Seymour

Emerging market food crisis opportunity

posted on December 13, 2012 at 1:00 pm by Steven Orlowski

A recent report by U.K.-based think tank Chatham House suggests the world is mere steps away from a food crisis. Spurred on in part by emerging market growth, a potentially horrible situation for the world could be a profitable opportunity for investors.

Commodities Food Frontier Markets

Jim Rogers accepts Russian position, thinks Russia ‘might now be viable’ investment destination

posted on September 19, 2012 at 12:00 pm by Tim Seymour

Legendary investor Jim Rogers has accepted a role as an adviser with Russian state bank VTB’s agricultural division, and has now ditched his Russia (RSX, quote) skeptic outlook after 46 years.

Banks Premium Russia Tim Seymour

Brazil Foods: proof banks are not Brazil’s only troubled industry

posted on August 1, 2012 at 2:00 pm by Joseph Hogue CFA

Brazil Foods (BRFS, quote) is expected to report earnings on August 23^rd with expectations for $0.12 per share, a drop of more than two-thirds from the same quarter last year.

Brazil Food Latin America Stocks

Brasil Foods set to rise when rains return and soybeans fall

posted on July 31, 2012 at 12:00 pm by Jonathan Yates

Profit from the fall in the ETF for soybeans, Teucrium Soybean (SOYB, quote) and when it reverses, the rise in Brasil Foods (BRFS, quote) a Brazilian meat products company.

Brazil Commodities ETFs Food

Up from record heat, UNG and CORN will cool off

posted on July 30, 2012 at 7:00 am by Jonathan Yates

Although there would not seem to be an obvious correlation between natural gas (UNG, quote) and corn (CORN, quote), the record heat in the United States has resulted in one. Both the exchange traded funds for natural gas and corn are up as a result of the heat; both will likely fall once the weather cools.

Commodities ETFs Food Natural Gas

Russian fertilizer stock Uralkali set to boom with current drought

posted on July 26, 2012 at 2:00 pm by Craig Mellow

You may not like Vladimir Putin or the Russian government, but we all have to eat. That is the core of the argument for investing in a new type of Russian natural-resource company on the world stage: potash and phosphate producers such as Uralkali.

Commodities Fertilizer Russia

Did Bunge pick the wrong time for its Brazilian agribusiness investment?

posted on June 13, 2012 at 7:00 am by Joseph Hogue CFA

Bunge Limited (BG, quote), one of the world’s largest and most geographically-diversified agribusiness companies, missed first quarter expectations by more than 40%.

Brazil Commodities Stocks

Deere dips remain buying opportunities

posted on May 17, 2012 at 1:00 pm by Tim Seymour

Traders who think they know the agriculture industry better than the world’s biggest farm equipment manufacturer keep selling Deere (DE, quote) stock. Their ‘deleveraging’ may be your opportunity.

Food Stocks Tim Seymour

There’s a sweet opportunity hiding in the sugar glut

posted on May 17, 2012 at 11:00 am by Jonathan Yates

Sugar conglomerate Cosan Limited (CZZ, quote) has much to offer to emerging market growth, income and value investors looking for exposure to Brazil, Latin American markets, and global agriculture.

Analysis Brazil Commodities

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