One of the Best Agriculture Businesses You’ve Never Heard Of
From Profit Confidential January 31, 2013 - 1:40am
There are a lot of companies in the stock market that are doing far better than the main stock market indices. Any track record that is consistently beating the S&P 500 is, for me, definitely worth further investigation.
These days, the stock market is focused on corporate earnings and, to a lesser extent, fiscal policy in Washington. My view on fourth-quarter earnings season is that corporations are doing a good job maintaining their earnings, while the revenues outlook is single-digit this year.
One trend that I think has fallen off the radars of the media and investors is the commodity price cycle. It is very much alive and well, and it is now experiencing another major transformation. The commodity price cycle began with the major move in oil prices, later transitioning to gold and other precious metals. Now the cycle is moving into agricultural commodities, partially due to the ...