Date: Wed, 19 Jun 2013 08:35:52 +0200
Quote:
- Industrials Sector and Stock Analysis from Seeking Alpha
Robert Winslow: Potash Stocks Grow With Agriculture Boom
http://seekingalpha.com/article/262453-robert-winslow-potash-stocks-grow-with-agriculture-boom?source=feed
Text:
Planet Earth is in the midst of a food bull market. Wellington West Capital Markets Managing Director Robert Winslow follows small-cap agricultural stocks that can give investors both diversification and leverage to achieve double-digit percentage growth. In this exclusive interview with The Energy Report, Robert shares some small-cap names where investors can plant capital and reap vigorous rewards.
The Energy Report: We know that a growing population is a long-term driver of fertilizer, but what has driven the potash market so dramatically higher over the last six months?
Robert Winslow: Well, it's interesting and it's pretty simple. The key driver for all these Ag equities is rising grain prices—whether it's potash, phosphate, agricultural equipment manufacturers or any companies in the Ag space. These equities generally benefit when grain prices are rising.
It's a function of farm income—the grain complex drives farm income, which drives farm expenditures. We called the bottom
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