EquityClock
Posted - 2 weeks ago
The fundamentals surrounding Agriculture are failing to present a backdrop that is enticing to the seasonal trade in the industry through the end of the year. https://equityclock.com/2024/11/07/stock-market-outlook-for-november-8-2024/ $MOO $NTR $MOS
rsmracks
Posted - 2 weeks ago
$ADM Forward earnings around $5.00 annually. Run a PE ratio of 15
Yes, that’s $75 a share. ADM and MOS still remain hugely out of favor. Those are the type stocks I accumulate. $MOS $MOO Let’s look at MOS
Estimated $2.00 is low in my view. Let’s take it up to $2.50 x PE 15. $37.50
Agriculture is undervalued. Here is a solid list of agribusinesses. Do your due diligence. There will be many winners within this list. The world must eat and we are going to pay for it. https://companiesmarketcap.com/agriculture/agriculture-companies-ranked-by-pe-ratio/
rsmracks
Posted - 10/31/24
Paul Tudor Jones is even more direct: "I'm long gold. I'm long bitcoin. I think commodities are so ridiculously under-owned, so I'm long commodities."
https://www.forbes.com/sites/digital-assets/2024/10/30/long-bitcoin-short-bonds-the-new-billionaire-investors-strategy/
$GOLD $SILJ $MOO $BCX $BTC.X
Doozio
Posted - 2 months ago
@Thelonius_Stonk @Repose ZYME too. HOWL is a dingleberry n so is fookin $moo. Hasn’t he been one on stonktwits this entire 🧠⏰ cycle? 🍿
rsmracks
Posted - 2 months ago
@junior2305 @MMaker1 There it is. The week ended with the 2/10 finally Un-Inverted. This was the longest inversion in history. I still say the FED cuts rates over the next 12–18 months or so down to 3.5%
2 year 3-3.5%
10 year 3.5-4%
30 year 4-4.5%
We are not going into a recession, YET. 2027 or so is my guess. The big ugly happens in 2028. Watch this market turn higher. I’m still screaming that metals/miners are undervalued along with my other sector picks. $PICK
BCX
$SILJ
$MOO
REMX
$URA
$KRE
EIPI
AEF
IFN
DLY/BGT
SBSW/ANGPY
I still say that uranium and lithium are far from dead as well. I’m beyond bullish on rare earths, minerals, energy, emerging markets, long bonds and agribusinesses. It’s coming and those with patience and the ability to keep accumulating when others are so fearful will be rewarded. I still have large positions in ATLX, GSM, NAK and WIMI. My account has been pummeled. Contrarian investors are few and far between.
Technomentals
Posted - 3 months ago
Agribusiness video on Stock Pick https://stockpick.app/videos/stocks/28361 $MOO
Senor_Puts
Posted - 4 months ago
$MOO down 34% from April 2022. No position just waiting.
rsmracks
Posted - 4 months ago
$GOLD $MOO $OIH $SILJ $XOP A post for 1/22/2024
Commodities are still extremely underweight in asset managers portfolios. As the next 1-2 quarters of earnings reports are released within the mining complex, we should see great rotation. Especially as more people trim or take all profits from technology and place them in other sectors. It’s time for sidelined cash to make its way out of money markets and CD’s over the next 6-12 months as well. I will start calling what’s about to happen this;
“The Great Rotation”
trendtrader6
Posted - 4 months ago
$LE_F Live cattle futures weekly chart. narrowing range. massive set up here. A break out to the upside would suggest inflation still string. $MOO
Faridz
Posted - 4 months ago
Technomentals
Posted - 05/28/24
Agricultural Commodities and the MOO ETF video on Stock Pick https://stockpick.app/videos/stocks/15953 $MOO
basscat12
Posted - 6 months ago
$MOO $CHWY $PETS My advice!
2win
Posted - 6 months ago
$DBA supposedly tracks an index made up mostly of agricultural commodity futures, including wheat, corn, soybeans and sugar. But it's often totally uncorrelated to these prices. Today the 4 abovementioned components were up an average of 1.3%, but $DBA closed the day @ -1.64% and was down even more afterhours. $SPY $MOO #GRAINS #ETF
G_R_
Posted - 7 months ago
$ARKK $COW.TSX $MOO Slow and steady wins the race... Innovation (DNA/Gene Tech, Automation, AI, Energy Storage, Next Gen Internet, Fintech Innovation) vs. Agriculture/Commodity (Industrials, Materials, Consumer Staples, Ag Biz) 🧐
Technomentals
Posted - 03/26/24
Video on Agribusiness on Stock Pick https://stockpick.app/videos/stocks/6303 $MOO
G_R_
Posted - 8 months ago
$DBA $MOO No one cares or is interested in Ag related names. That's fine with me.
G_R_
Posted - 8 months ago
$COW.TSX $MOO I know agriculture stocks aren't sexy like semiconductor and tech stocks but on a risk vs reward basis they are looking good here moving higher from support. $DBA
wha1e
Posted - 8 months ago
Grade A egg prices per dozen jumped 40% from $2.13 to $3.00 between November and February.
$MOO $DBA $VDC $XLP $SPY
ActiveTrader007
Posted - 8 months ago
$MOO $SPY $XLP Higher food prices has benefited me as I eat incredibly heathier now, yes you can. Case in point $3.99 on sale this week, regular is $6 ridiculous for approx 2 kg bags of beans = 12 meals with 2 cups of cooked beans, add whatever vegetables you want, egg, sauteed in olive oil, sprinkle on chili powder ... yummy... very healthy, lose weight, high protein, little if any fat, filling too, no hunger craves after. Low cost well under $2 per meal, probablyunder $1 per meal.. I rarely buy meat anymore and definitely stay away from junk and processed food. Good health and trading to all. @whale
wha1e
Posted - 8 months ago
Food costs are up over 21% since Biden's term began.
$SPY $MOO $XLP
root00
Posted - 8 months ago
@sonicmerlin my advice? EVERYTIME you have profit (REMOVE IT) and then BUY A SHARE. Eventually buy a whole share of $MOO
GuerillaStockTrading
Posted - 9 months ago
America's Cattle Conundrum: Factors Driving Beef Prices Higher $MOO $DBA https://www.guerillastocktrading.com/americas-cattle-conundrum-factors-driving-beef-prices-higher/
G_R_
Posted - 9 months ago
$MOO I have no problem trading what's hot but when it comes to longer-term position trades I prefer to look where most people aren't and where there could be asymmetric profit ops. Ag/fertilizer/Chemicals fit the bill right now. $NTR $CTVA $CF
STCKPRO
Posted - 01/23/24
$MOO NEW ARTICLE : MOO: Buying Agribusiness On The Dip https://stck.pro/news/MOO/73592656/
STCKPRO
Posted - 01/23/24
$MOO NEW ARTICLE : MOO: There's A Big Problem On The Farm https://stck.pro/news/MOO/73588666/
MakingLunchMoney
Posted - 01/23/24
$MOO This is so boring and unloved for so long I am adding it to my watch list. I could start a position this week. So far I have been right about $baba, $PYPL I just loved the unloved stuff that has been unloved for so long no one loves them anymore until everyone loves them at the same time.
