ISHARES GLOBAL AGRI INDEX ETF (COW.TO)

(Top Pick Mar 17/15, Down 5.76%) Everyone has to eat. It is a good diversifier, counter cyclical. It was down relatively less than other things around the world. He sold about a month ago.

(A Top Pick Dec 18/14. Up 4.49%.) The thesis on this is agricultural commodities. This might do well during inflationary pressures. You’re getting exposure to companies that are buying fertilizers, etc.

The agricultural area sort of falls into the same theme as weak commodity prices, weak oil prices; they are all loosely affiliated. It is a consumer product at the very bottom of the spectrum. He has never been a huge fan of this segment. He wouldn’t have it is a very big piece of your portfolio, maybe 5%.

(Top Pick Aug 6/15, Down 8.75%) This was oversold, too far below the 200 day. It did get a lower low, but if it breaks above the pivot it will be okay. He thinks it will rally up to the 200 day.

(Top Pick Aug 24/15, Down 3.47%) It could be seasonally okay to buy agriculture towards the end of the year. It is at the point where it is close to violating support. He may sell in the next few days.

(A Top Pick July 14/15. Down 8.02%.) Chart is showing a classic uptrend. Volatility has been low. Seasonally, agricultures tend to move between now and the end of the year. It has a pretty good mix.

(A Top Pick Sept 2/14. Up 11.19%.) His way of trying to find ways to get people into soft commodities where there is no real inflation.

The US equivalent is MOO-N. Food is a dominant theme. This is the best way to participate in it. Fertilizers, equipment producers, etc. We are just beginning the uptrend. It will do well against the bear market trend. Don’t worry about it being thinly traded. They make units for you. It has been building a symmetrical triangle this year.

This is the kind of chart that he likes. It shows a long uptrend from early 2012. What he looks for in a chart that has a strong uptrend is: can you buy it on a pullback to the trend line. Right now it is bouncing off its trend line and has had a couple of up days since that bounce.

This tracks specific agricultural stocks. Chart shows an advance from January through to April, followed by a bit of a consolidation in June. He thinks this is going to break out and go higher.

We are always going to have to have food. We have to grow more food in the next 40 years than we have grown in the last 10,000 years just to feed the global population. Climate change says that some of the best farmland is going to fry some of our food. It is a supply and demand story. It is global.

Agriculture. This is something he has been recommending a fair bit for the past while. Agricultural commodities from around the world. He thinks we are at the point where we have 7 billion people and a population that is going up. The amount of mouths that have to be fed is increasing.

Agricultural commodities and agricultural products are his favourite assets. The thesis is that farmland is being eaten up by urbanization. Global population is now over 7 billion. As farmland goes down and population goes up, it is a supply/demand thing. There are very few hard assets that have such a steady, but consistently positive upward sloping growth chart like this one has.

This is global, so there is very little exposure to Canada. We are in a situation right now where farmland is being eaten up by urbanization. Global population is at 2.2 billion. (Our viewer Jonathan has come to our rescue again. This should be 7.2 billion.) Climate change is probably doing more to destroy farmland than it is to create new farmland. Because of all this, prices have to go up. Considers this tangible product as an inflation hedge.

Has been one of his favourite products for some time. There are 7.2 billion people globally, and farmland is always being eaten up by urbanization, so the need to be productive with agricultural products is going to be going on for the foreseeable future and for the rest of our lives. Should be pretty safe in getting some steady growth.