From the category archives:

agriculture

Remember, Africa’s not a country, it’s a continent.  So you can’t directly compare it to “investing in Brazil” or Russia or some other emerging market.
But recent reporting has revealed that some managers are looking past the traditional emerging markets anyway – citing the lack of high-yield opportunies – and have turned their attention to the [...]

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If you’re a Canadian investor or you follow the commodities market, you’ve heard of BHP Billiton’s hostile takeover proposal for Saskatchewan’s Potash Corporation of Canada (TSX: POT) last week.
BHP Billiton proposed a buyout of Potash at a price of just $130/share. A price significantly lower than the June 2008 highs above $200/share that we saw [...]

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Many investors are familiar with the phrase “sell in May and go away.”  This has certainly been true in May 2010: Greece debt problems, the sinking Euro, the downgrade of Spain’s credit rating and the BP oil spill debacle have taken their toll on markets worldwide.  Oh, and then there was the mysterious May 6th [...]

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“Saudi Arabia isn’t just running out of oil — it’s running out of water.  So is the whole region.”  So explains Jeff Rubin in his latest book, Why Your World Is About To Get A Whole Lot Smaller (2009) (read my review of Jeff Rubin here).
If you thought it was bad enough to see the [...]

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NB: As you can imagine from watching a film like Food, Inc., it can be hard to separate the emotion and just report “calmly” on the plain facts presented by the film.  Originally I wrote this the same day I saw it, but I’ve since gone back and edited it to try to tone down [...]

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If you thought maybe you had missed the potash boom, or if you had thought Potash Corp. was expensive at $180/share, it’s worth taking another look. According to research at Canaccord Adams, Potash Corporation of Saskatchewan is still well-set to yet again double its market cap! Keith Carpenter actually gives POT a [...]

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There’s a new potash player on the scene. (The whole Canadian potash scene is starting to remind me of the old gold rush!)
Raytec Metals Corp. (TSXV: RAY) recently (back on July 15, 2008) received its first exploration permit on its potash claim in Saskatchewan (that’s where most of the world’s potash is), a province [...]

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