Follow Up: Ag-Related Stocks Being Harvested

Yesterday I discussed the possibility that portfolio managers may now look to the agriculture-related stocks to play catch up vis a vis the metals and energy stock rally.

Guess they were thinking just that:

Industry Top Performers
Intraday Price Performance % Change Market Cap
AGRIUM INC. [AGU] +7.31% $8.4 B
CF IND HLDGS INC [CF] +4.36% $4.4 B
MOSAIC COMPANY (THE) [MOS] +4.01% $23.0 B
TERRA NITR CO LP [TNH] +2.78% $2.0 B

Granted, the overall market is enjoying a fairly broad rally today and Potash (POT) caught a nice bump from a bullish Gene Marcial column in BusinessWeek (is there any other kind?).

It remains to be seen how this volatile group will behave on a down day for the market and whether fund manager accumulation of this sector will continue should the dollar firm up.

Here’s my commodity piece from yesterday: 

The Search For What Hasn’t Moved Yet  (TRB)

And Gene Marcial’s love letter to Potash:

Renewed Growth for Potash?  (BW)

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