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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| POT | Specialty Chemicals | -11.63% |
|
2 | 05-Nov-08 | Currently Holding |
20-May-08
Agriculture - THE momentum play of 2008
Holding Rationale for POT.
If there's been one momentum industry in 2008, it's been agriculture. There are so many factors at play that are pushing this industry forward - and all of them have no short term end:
- Worldwide food shortages. Plain and simple, there's just not enough food to go around any more. As a result, there's high demand on maximizing crop output.
- Land shortages. Caused by many things, but the cash crop acreage has been declining, especially in the United States, causing less grains to use as food and to feed livestock.
- Ethanol subsidies. Maybe it's a flawed plan, but the "green" revolution is on, and pressure is on politicians to continue exploring ethanol production to offset oil consumption. Since we're subsidizing farmers to grow corn, which will never be consumed, why wouldn't a farmer devote land to growing it?
Tagged Stocks: POT
Posted at 18:44 in Holding Rationales | Permalink | Comments () | Top
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