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Inflation, the costs of food are concerns. He likes this, but the timing is uncertain.
Stock price when the opinion was issued
As of Oct 16, 2026. Market Open.
COW and MOO come to mind. COW is more feed companies than the actual farm commodities. Global X and Invesco also have US offerings.
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Inflation, the costs of food are concerns. He likes this, but the timing is uncertain.