Terry Shaunessy Global X Fertilizers ETF SOIL-N COMMENT Sep 05, 2012

(A Top Pick June 22/12. Up 10.36%.) Fertilizer stocks usually do very well from the end of June until the end of September. He sold his holdings at that point in time.

(Top Pick Jun 22/12, Up 5.80%) You had to get out of the trade once it was over. It was amazing. Recommending it again this year. 22 fertilizer companies around the world. Mid June to late September is period of strength. All three indicators are still negative but it is getting lined up.

Not doing well until now, but forming a base. Grain prices are showing signs of bottoming. Ag stocks are also showing signs of bottoming. Around this time of year they go up sharply. Keep an eye on it and get out when it`s done.

(Top Pick Aug 22/14, Down 7.73%) Anything to do with commodities got killed because of the US$’s strength. The technicals were not there and did not turn so you should not have bought this security. It is still in a period of seasonal strength and needs at least two of the three technicals to be positive.

This is a basket of fertilizer stocks, and an easy way to play the fertilizer sector. Seasonal strength starts around the beginning of July and moves very strongly until around the middle to the end of September. This is followed by a little bit of a dip followed by a very, very strong move right through until the 1^st week in January. The earnings for the sector have been really bad and have been trending down for the last couple of years. For the 1^st quarter, in the last couple of years, earnings for the fertilizer sector is going to turn positive and earnings on a year over year basis are expected to be up about 15%.

(A Top Pick July 23/15. Down 7.77%.) The seasonality trade in the fertilizer sector is still positive. During the last week or so it has started showing signs of outperforming the market. If you own, continue to Hold, and in fact you can add to your position in the next 6 weeks or so. (See Top Picks.)

We have seen this sector not only outperform the market but established an upward trend in the last few weeks. It is getting very close to a very important resistance level. Technically it looks very interesting. On a seasonal basis, fertilizer stocks are very strong between now and the middle to the end of September. Technicals are starting to come together.

Historically, this has done well from September through to around the 1^st of the year. It just had a nice break out recently. It is establishing an upward trend, so the technicals are positive. Seasonally, this continues through until January.

(A Top Pick Aug 4/17, Up 5%) The period of seasonal strength is from now until the first week in January. It has a nice upward trend, broke to new highs recently, and the technicals are great. Farmers want to reduce taxes by buying fertilizer after a good year like this year.

(A Top Pick Aug 4/17. Up 4%.) The period of seasonal strength is normally from about September right through until the end of December. The iShares Global Agricultural Index (COW-T) just had a break out today to an all-time high. However, both are reaching the end of their period of seasonal strength, around the end of December.