ISHARES GLOBAL AGRI INDEX ETF (COW-T)

(Note the short timeframe.) He still holds it because it hasn't broken support of ~$60. Though it's around that now, he's not panicking just yet. If it does break down further, he'll be out. He gives something a chance, but still remains disciplined about selling.

Roundabout way of playing the commodities. Chart's going sideways, looks as though it's breaking out, pulled back to the neckline. What often happens, though not always, is it bounces and gets back to the upper levels. Has upside.

Not just pure commodities, also holds stocks like CAT. No one's looking at this sector. In a downtrend, but he's seeing some rising troughs or, at worst, a flat series of troughs, indicating that downtrend may be ending. It makes a "triangle", meaning that the trend is ending; if it takes out the last peak, tons of upside. 

Early signs that this ETF is showing some life. Doesn't mean that every stock is but, in general, it looks OK. He has 1 leg in so far, will add in more if it keeps going up.

An interesting one, and he's always done fine on it. It’s basically feed and seed. If you think global agriculture is going to continue to grow, this is a good place to be.

It’s basically feed and seed plus some John Deere equipment manufacturers etc. It has done fairly well and it’s a way to play that sector and there’s nothing wrong with it. It’s been around for quite some time. It wouldn’t be his most preferred choice but it would be something he wouldn’t have an objection to but he wouldn’t be overweighted either.

A seed & feed ETF along with agricultural machinery, 90% North America. There is nothing wrong with this. If you like the agriculture sector, this is a good one.

Now would be a good entry point for this. It has done very well in the past year, but you should not be afraid of it. Farmland is being eaten up by urbanization, but meanwhile the population of the planet is still growing, and we have less land to grow food.

An ETF that invest in agriculture products and companies globally. A good way to get access to tangibles and alternatives.

This is great. It has done very well for people. This may have gotten a little ahead of itself and he wouldn’t be jumping in right now.

(A Top Pick Oct 14/16. Up 3.2%.) (All these picks started off with positive seasonality between now and the end of the year. On the technicals, at the very least, you want the security trading in an upward trend and outperforming the market.) You want to continue holding this. Because grain prices have bottomed over the last couple of months, and are starting to turn higher, a good scenario for agriculture stocks.

Technically this is clearly in an upward trend and recently broke to new highs. Agricultural stocks have done very well from the end of September through to the year-end, but have been in the toilet in the last little while, particularly grain prices. Soybeans, corn and wheat finally started to base today. The chart broke out of a base pattern. Higher grain prices means more money for the farmers and they buy more things. The end of the year, seasonally, is a good time to take some profits.

MOO-N and COW-T have come down. He is in accumulation mode on both. Great long term sectors to hold. Not bad timing here.

(A Top Pick May 27/15. Down 8.28%.) The idea is that agriculture should be one of those things that is fairly insensitive to movement, simply because everybody has to eat. He got most of his clients out of this 3-4 months ago.

(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.