Stock price when the opinion was issued
(A Top Pick April 3/14. Down 12%.) A fully integrated agricultural company with a railroad to their elevators along with production of legumes and wheat. Thinks it should deliver quite nicely this summer because of what is going on in California. Feels drought is going to haunt us from a food inflation perspective.
Likes this company because it grows food in Canada and ships it in its own railroads down to the Chicago area where there are grain elevators. This is a food play, mostly because of the drought in California. This is the third-year and we are already starting to feel price shock in the food cycle.