The Ag Story's All Over the Paper

Every time you think that the farm story is over and the Potashes (POT - commentary - Cramer's Take) and the Mosaics (MOS - commentary - Cramer's Take) are out of steam, you need to look at the rest of the paper, not just the analyst research, to see why it still has a long ways to go.

First, The Washington Post has a piece -- "Food Relief for Africa 'Insufficient,' GAO Says." That's the world famine story in a nutshell, duplicated all over the globe. I know that rice recently crashed, but that was a political run up, not like the grains, which are boosted by worldwide well-off-ness (my own term) coupled with the disastrous ethanol bogey.

The other story is the federal government's decision to open 24 million acres of protected land for cattle grazing. Given the hundreds of billions coming at the farmers from Washington, a more asinine bill than even the "sign anything that requires more spending" farm bill, we can bet this land will be planted. To get the most out of the planting, you need more farm equipment (Deere (DE - commentary - Cramer's Take)), better seeds, (Monsanto (MON - commentary - Cramer's Take) and Du Pont (DD - commentary - Cramer's Take)) and, of course, more fertilizer: Agrium (AGU - commentary - Cramer's Take), Mosaic and Potash. That's one of the reasons many of these stocks had gigantic runs again yesterday.

I know that buying up after a run like that lowers dramatically your chances of immediately making money.

But we have to keep both the famine and the acreage (for both famine and ethanol) front and center, or you will miss the endless great trading moves, and ultimately, the investing moves in this fabulously blessed ag complex.

At the time of publication, Cramer had no positions in the stocks mentioned.

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