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Buy Lindsay (LNN)

Ah, if Lindsay (LNN) was just a pure play irrigation company. Then Lindsay wouldn’t have missed fiscal first quarter earnings by 15 cents a share yesterday, December 22. But, on the other hand, then investors wouldn’t be able to pick up one of the few global...

Update Deere (DE)

Valuing a cyclical stock such as Deere (DE)—which reports fourth quarter fiscal 2010 earnings on Wednesday, November 24–is always difficult. You have to figure out where the company is in the revenue cycle from peak to trough and back again. And you have to...

Sell McDonald's (MCD)

McDonald’s (MCD) has put together an extraordinary 2010—so far. But I’m not as excited about the second half of the year, especially not at current share prices. On Monday August 9 McDonald’s announced that global comparable store sales climbed 7% in July from July...

Update Potash of Saskatchewan (POT)

Listening to the Potash of Saskatchewan (POT) conference call today, July 29, I kept thinking that some one was going to yell, “Cue the plague of locusts.” In Russia grain production will fall by 20% because of drought, the company said. Canadian wheat production is...

Sell Yara International (YARIY.PK)

I love fertilizer stocks as a long term play on rising global demand for food and Yara International (YARIY), the world’s largest publicly traded fertilizer company, is one of my favorites in the sector. But that’s the long term picture. In the short term Yara...

Sell Potash of Saskatchewan (POT)

So was that good news or bad news that Potash of Saskatchewan (POT) announced this morning, April 28? For the first quarter of 2010 the company reported earnings of $1.47 a share and revenue of $1.71 billion. Both numbers beat Wall Street projections of $1.32 per...

Update Deere (DE)

Deere (DE) is both a stock and one of the most reliable indicators of the fortunes of the agricultural sector. No matter whether you own Deere (the shares are a member of the Jubak Picks 50 long-term portfolio) or are waiting for a turn in the sector as a whole, you...

Update Yara International (YARIY.PK)

Norwegian fertilizer maker Yara International (YARIY.PK), already the biggest publicly-listed fertilizer maker in the world, just bought itself a big hunk of the North American market. In an all-cash deal Yara agreed yesterday, February 15, to buy Terra Industries...

Sell Deere (DE)

Sometimes the words are worse than the numbers. And that’s the case with Deere’s (DE) November 25 guidance for fiscal 2010, which began on November 1, 2009. The company said fiscal 2010 earnings would come in at $2.12 a share on a 1% decline in sales. First quarter...

Update Bunge (BG)

On October 22 Bunge (BG) reported disappointing revenue for the third quarter of 2009, missing Wall Street estimates by $900 million. And then the company guided Wall Street to expect earnings of just $3.10 to $3.50 for the full 2009 year instead of the $4.69 analysts...

Do frozen TV dinners demand a place in your portfolio?

I’m constantly on the lookout for products (and companies and stocks) that are positioned to make more money in the near term from the frugal times ahead or that in the longer term address the demands of an aging population. The recent quarterly results from...

Update Potash of Saskatchewan (POT)

Potash of Saskatchewan (POT) lowered its guidance for third quarter 2009 and full year 2009 earnings again on Monday, September 21. The company now expects earnings of $3.25 to $3.75 for the full year versus its previous projections of $4.00 to $5.00 and the Wall...

Is there profit in water by the drop?

Water is the difference between paradise and hell. As far as I know that isn’t an old Moorish saying, but it should be. Driving through the fields of Andalucía last week, I remember looking out the right hand-window and seeing nothing but burnt brown earth and olive...

Update Deere (DE)

Deere’s (DE) third quarter earnings report on August 19 confirmed what the company forecast in its second quarter report: forget about 2009. In the quarter earnings per share fell by 25% to 99 cents from $1.32 in the third quarter of 2008. Revenue dropped 24% to $5.89...

Update Monsanto (MON)

I think the recent huge  price increase from Monsanto (MON) is pretty much like putting a sign on the company’s back saying “Kick me.” I wonder if hiking seed prices by as much as 42% when much of the developing world is on the edge of a food crisis...