Wednesday, March 12, 2014

Agriculture and farming stocks

Agriculture benefits from a rising middle class in emerging economies. To sustain everyone's satiety, this group of agri-enablers is indispensable.

Agriculture stocks and ETFs:
  • Fertilizer stocks (NTR, MOS, CF, IPI, UAN, TNH, RNF, RTK, BG)
  • Farm machinery (DE, AGCO, CNH, TITN)
  • Seed names (DD, DOW)
  • Irrigation (LNN) 
  • Ag processors (ADM, ANDE)
  • Livestock (SAFM, HRL, SFD, TSN). 
Related ETFs: JJG (grains ETF), CORN (corn ETF), WEAT (wheat ETF), DBA (Invesco DB Agriculture Fund)

 (by market cap)                        
Company name Mkt Cap ($ billion)

  • DE  Deere & Co  55.222B
  • NTR  Nutrien   26.695B
  • ADM  Archer-Daniels Midland Co   23.782B
  • KUBTY  Kubota Corporation  19.112B
  • FMC   FMC Corp   12.602B
  • CF   CF Industries Holdings  9.774B
  • BG  Bunge Ltd   7.661B
  • MOS  The Mosaic Co  6.878B
  • SQM  Sociedad Quimica y Minera de Chile SA    6.132B
  • AGCO   AGCO Corp  6.02B
  • SMG  The Scotts Miracle-Gro   5.55B
  • INGR  Ingredion Inc  5.541B
  • DAR  Darling International Inc   3.774B
  • CALM  Cal-Maine Foods Inc  2.086B
  • FDP  Fresh Del Monte Produce  1.509B
  • LNN  Lindsay Corp  945.743M
  • AGRO  Adecoagro SA   793.024M
  • ANDE  The Andersons  768.219M
  • AVD   American Vanguard Corp  446.765M
  • TITN  Titan Machinery   397.003M
  • CHSCP  CHS Inc  347.42M
  • UAN   CVR Partners LP   331.421M
  • IPI   Intrepid Potash   282.418M
  • TWI  Titan International Inc  176.643M
Acquisitions:
  • Monsanto (NYSE:MON) acquired by Bayer (OTCPK:BAYRY) for $62B. (5/23/16)
  • Syngenta Ltd (SYT): acquired by China’s ChemChina for $44 billion or 480 Swiss francs per share. (Feb 2016)
  • Potash Corporation of Saskatchewan Inc (POT) and Agrium Inc. (AGU) merged in 2016 and were renamed Nutrien (NTR).
Others:
  • Dole Food Company Inc - Private
  • Terra Nitrogen Company (TNH) - deregistered from NYSE (4/18); parent company is CF Industries

by trading volume (3 months)
                  

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