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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: IC720 who wrote (199298)6/17/2019 8:51:28 AM
From: E_K_S1 Recommendation

Recommended By

  Read Replies (1) | Respond to of 204173
One of my investment themes is an AG basket of stocks. Been buying CTVA the AG spin off from DOW. Probably the best pure play I have found (for value & growth) in the AG sector. I also have a few mico caps that develop seeds using new genetic technologies (Crisper) including SANW (have an alfalfa, Corn, Sunflower,Sorghum) and RKDA (Arcadia Biosciences). Both companies develop seed varieties that are draught tolerant and water salt tolerant so can be used in places w/ marginal production.

These small companies lose money and it takes a lot of money to get a new variety into production. You got to feed the world and these hybrid seeds can increase production and be used on marginal soils. RKDA has ties to UCD (University CA Davis one of the best AG schools in the US) and are developing some 'hemp' varieties and testing those strains in Hawaii. Their hemp improves the soil and other than POT, there are many other uses for hemp (fibres/oil) and it grows like a weed (3 harvest in a year). Animals can eat the siliage and then the fibre left over is used to make fibre (rope, cloth etc).

Keep your eye on India too. Not only are soy beans a big crop but I suspect peas (green & yellow) now being used to make the BYND meat product. These are grown all over the world but India have been growing these legumes for hundreds of years (lentils). Very high in protein.

Feeding your population will trump politics IMO. The US has the technology in seed development to share w/ the world.

Good Investing


To: IC720 who wrote (199298)6/17/2019 12:52:45 PM
From: rsroberto  Respond to of 204173
if in china the coming food crisis is like the article tells, the price of oil will go down.