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We’re running out of “good dirt”: Profit from the farmland shortage with Cresud (CRESY)

September 22, 2008 · Filed Under Gold and Resources · Comments 
We’re facing a topsoil shortage. And agricultural giant Cresud (NASDAQ:CRESY) will profit as fertile land becomes more scarce. Blogger’s note: And here I just thought higher food prices were because of energy costs and a rise in the demand for biofuels (which is because of energy costs, too, come to think of it.). We’ve [...]

Food Fight: Kraft (KFT) Vs. Hormel (HRL)

July 24, 2008 · Filed Under Gold and Resources · Comments 
“The soaring costs of corn, wheat and oil have raised their costs painfully. The cereal makers intend to raise prices again, which may result in more dollars to the sales column of future earnings reports but not necessarily to better earnings or, most importantly, better profitability.” — Lynn Carpenter Blogger’s note: Rising [...]

Oil Prices: Is a high in sight?

May 14, 2008 · Filed Under Oil and Energy · Comments 
“We saw exactly the same thing with uranium last year, we saw it with wheat, corn and soybeans this year; we saw it with copper, lead, zinc and nickel, we’ve just seen it with rice.” — Dominic Frisby by Dominic Frisby, MoneyWeek Baltimore – (TFN): When a commodity or [...]

Corn Prices: A cold spring means higher prices

April 29, 2008 · Filed Under Gold and Resources · Comments 
“America is the world’s king of corn. If our crop is going to be light, that puts corn prices on the launch pad.” — Justice Litle by Justice Litle Baltimore — (TFN): You can see (in this chart) that corn looks ready to challenge its recent high — and on rising volume, too. Now for the fundamentals behind [...]

Food Crisis: The globe’s exporters close their doors

April 16, 2008 · Filed Under Investment Strategies · Comments 
“It may be the twenty-first century, but this planet still faces some major food issues.  We could be in for some tough times.” - Andrew Snyder By Andrew Snyder Baltimore (TFN)– I am hungry, but I cannot afford to eat.  Sure, I say that now because I am scrimping for a wedding, and more importantly, a honeymoon in [...]