CHICAGO, July 26, 2011 /PRNewswire/ -- Zacks.com announces
the list of stocks featured in the Analyst Blog. Every day the
Zacks Equity Research analysts discuss the latest news and events
impacting stocks and the financial markets. Stocks recently
featured in the blog include: Eaton (NYSE: ETN),
Caterpillar (NYSE: CAT), Potash (NYSE: POT),
Monsanto (NYSE: MON) and Deere (NYSE: DE).
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Here are highlights from Monday's Analyst Blog:
Dow to 20,000 by 2015 on Emerging Markets
In early June, I responded to James
Altucher's crystal ball article on MarketWatch about "Dow
20K" with some fundamental substance to put underneath the
prediction. I used Eaton (NYSE: ETN) as an example of an
industrial beneficiary of Emerging Markets and a stock I had
recommended buying at $40 last
October.
"What's driving the stock market recovery -- as much as, if not
more than, any extraordinary monetary policy -- is Emerging
Markets. Global growth and demand from dozens of countries with
emerging middle class populations that want the lifestyles of the
West have kept the profits of companies like Caterpillar
(NYSE: CAT) and Eaton brimming as infrastructure development in the
BRICs and beyond merely hiccupped during the US banking crisis and
then forged on."
Global industrial infrastructure demand aside, if you are going
to build big new cities for people to live and work in, there's
another area of development you better have figured out: food.
Since early 2010, I've been writing about the next ten years being
"the decade of food" because of the global dynamic that happens in
planetary agricultural demands when 2 billion shift to a Western
meat-based diet.
After I attended the World Agricultural Conference in
Chicago in May, my awareness of
the dynamics was greatly expanded. I was a buyer of the fertilizer,
seed, and machinery companies prior to that -- like Potash
(NYSE: POT), Monsanto (NYSE: MON), and Deere (NYSE:
DE) -- and I only became more interested after hearing top AG
economists and investors talk about the global food puzzle with a
world headed toward 9 billion inhabitants by 2050.
The Decade of Food
One thing that stood out at that conference was the surge of
Private Equity interest in this space. Here's what I wrote for
TheStreet.com on May 10:
"The investible agribusiness universe is estimated to be between
$600 billion and $2.2 trillion,
depending on how you slice the criteria for inclusion (e.g., what
percentage of a company's revenues come directly from ag-related
activities). And much of the serious investing that's going on is
being done through Private Equity (PE), not public companies.
Bill Goodbar, Managing Director
of Agricapital Corporation, noted in his presentation that 63 new
PE firms are looking to raise over $13
billion for new investments, both domestic and abroad. This
money will pour into farming land, corporate farm development,
infrastructure, transportation, chemicals, seeds, and
biotechnology, water use and irrigation, machinery, processors,
grocers, a dozen other logistical points in the supply chains."
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