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| BUY | 16.660 | John De Goey | Global Agricultural ETF. On a larger macro trend, as the globe urbanizes and the population increases, food is needed to feed the people. | 2010-07-12 | |
| WAIT | 16.480 | John Hood | Likes the idea of this one. When he looked at the number of the companies, he didn’t know a number of the companies. Basically they are feed and seed, Globally. He is not buying it now, but with increasing populations, it is certainly something that can be bought for the long term. | 2010-06-08 | |
| DON'T BUY | 17.080 | Philip Doyle | Efficient way to get exposure to commodities in Agriculture. May not be the best way to get exposure to the underlying equities. Not sure the theme is really working. You were to benefit from middle class demand in developing countries for food. | 2010-05-31 | |
| WEAK BUY | 18.640 | Prakash Hariharan | Not a big fan of ETFs, but this a good way to own a portfolio of agri-stocks. He is an active portfolio manager and this is a passive ETF. MOO-N has higher fertilizer weighting than COW. | 2010-03-01 | |
| BUY | 19.070 | John Hood | Agriculture ETF. Basically seed, feed and fertilizer. Global in nature. Good place to be. | 2010-01-25 | |
| BUY | 19.420 | Jeff Black | Fertilizing companies are starting to get better pricing. Agricultural theme has some secular wind behind it. If you can be patient you'll get good total returns. | 2010-01-14 | |
| BUY | 16.850 | John De Goey | In 3-5 years, it will do quite well. There will be a lot of upward pressure on agriculture. Farmland is being eaten up as economies industrialize. | 2009-10-09 | |
| PAST TOP PICK | 17.610 | Som Seif | (A Top Pick Aug 19/08. Down 23%.) | 2009-08-19 | |
| BUY | 17.540 | Stan Wong | Agriculture ETF. Great name. | 2009-07-30 | |
| BUY | 17.120 | Jaime Carrasco | Likes the fundamentals of agriculture. | 2009-07-06 | |
| PAST TOP PICK | 14.870 | Jaime Carrasco | (A Top Pick July 25/08. Down 35.1%.) Agriculture ETF. Has had a 35% move on the upside since October. Net asset value has improved and he thinks it will catch up. | 2009-03-13 | |
| DON'T BUY | 14.830 | Don Vialoux | Technically it has been performing a nice base pattern but hasn't given indications of either seasonal or technical momentum. Seasonally is normally from June until December. | 2009-01-30 | |
| PAST TOP PICK | 15.040 | Jaime Carrasco | (A Top Pick July 25/08. Down 37%.) Still loves agriculture. Has been locking in tax loss selling on this and buying Agrium (AGU-T) instead. This is a Buy for the long-term. | 2008-11-28 | |
| Comment | 21.450 | Richard Croft | Has been very volatile. If you think the global economy is going to continue to expand, particularly in the emerging markets, this is a great story. | 2008-09-19 | |
| TOP PICK | 22.860 | Som Seif | (3 Top Picks theme is on thwarting inflation.) Focuses on global agricultural equity market. Great broad diversification. Expects inflation in food over the next 5-10 years. | 2008-08-19 | |
| TOP PICK | 23.470 | Jaime Carrasco | One of the best vehicles to participate in the agricultural cycle. | 2008-07-25 | |
| BUY | 25.800 | Som Seif | He is quite bullish on agricultural commodities in general. Invests in companies that are effectively creating technologies and the underlying commodities. | 2008-06-30 | |
| BUY | 24.280 | Som Seif | There is a strong demand for commodities right now and a long-term secular movement into commodities. The run that we have seen is not anywhere close to what the prices over the next 5 years will be. | 2008-05-02 | |
| BUY | 22.270 | Som Seif | To play the agricultural sector, there are 2 ETF's he would highlight. Claymore Global Agriculture (COW-T) and PowerShare DB Agriculture (DBA-A). This is an equity-based ETF and focuses on equities, the companies that play in the agricultural businesses. | 2008-04-01 | |
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| HOLD | 22.130 | Lyle Stein | The agriculture sector is interesting. It will stay strong for the next decade. Regrets not participating in the sector. An area that you want to keep in your portfolio. | 2008-03-28 | |
| BUY | 21.240 | Som Seif | A new agricultural ETF. Very bullish on this theme. There are some fundamentals that are occurring right now and the dynamics are quite interesting. Population is growing and needs to be fed, both in developed and developing nations. There is lots of arable land through climate changes as well as a new form of demand through biofuels. | 2008-02-13 | |
| DON'T BUY | 20.350 | Peter Brieger | In the agriculture sector he prefers either iPath DJ-AIG Agricultural Index (JJA-N) or iPath DJ-AIG Grains Index (JJG-N) because they are broader based. | 2008-02-06 |
