Eclectica Agriculture 91p

Unit Trusts investing in Agricultureal companies are few in number. Eclectica Agriculture 91p is up 6.8% in the last month. Recent Low ( 41 days ago) was 77.83p on Thursday 29th October. Support levels are 84p (Oct09), 77p (Sep09) and 70p (Mar09). Resistance levels 90.22p (Dec09) and 103p (Sep08). Buy signal triggered 80p (Nov09).

Top 5 holdings includes Wilmar (7%), Kubota (5%), Yara (5%) Mosaic (5%) and Potash (5%)

Ecclectica Agriculture TER (total expense ratio) is 1.87% which is over 1% higher than equivalent ETFs.

BUY when 20ema (88p) > 50ema(86p) in Apr09 @ 74p and Sep09 @77p

BUY when  20ema(88p) > 50ema (86p) > 200ema (80p) in Nov @ 80p

SELL when 20ema < 50ema. in Jun08 @ 132p and 77p in Jun09

SELL when 20ema < 50ema < 200ema in Sep08 @ 120p

BUY 88p (Jan10) and 94p (Mar10) Target 102p (Jan10) and 120p (Jun10)

 

The DBA ETF has been around a little over 2 years. Four equally weighted commodities make up the base allocation for DBA: corn, soybeans, sugar, and wheat. The expense ratio for all ETFs on the list is 0.75%. DBA is the most liquid of the ETFs by far, but the concentration in only 4 commodities does put the risk at above average.

 

DBA triggered a BUY @ $25 on 12th October. Daily 10ema($26.24) > 30ema($26.18). Latest high $26.35 and latest Low $25.92. Agriculture commodities are showing recent strength. On a Weekly basis 10ema($25.97) > 30ema($25.74). A move similar to 2008 could see a rise on the ETF to $42, a rise of 38%.

BUY $26 Stop $25.75 Target $28

Increasing food prices will lead farms to increase yields through better equipment, materials, and services. The MOO ($44) is one of two ETFs that invest in firms who supply such things to agricultural producers. Its 44 names include pesticide and seed giant Monsanto (MON), fertilizer king Potash Corp. (POT), and agricultural machinery maker Deere and Co. (DE). It's a mix of large and medium caps, and is broadly diversified across chemical, equipment, and agricultural operations names such as Archer Daniels Midland (ADM). Although its 45% geographic concentration in United States is a little high, most of those American companies are global multinationals with global revenue streams.

 

MOO triggered a BUY @ $39 in November. Daily 10ema($43.62 > 30ema($42.86). Latest high $44.22 and latest Low $42.96. Agriculture shares are showing recent strength. On a Weekly basis 10ema($42.06) > 30ema($39.03). A move similar to 2008 could see a rise on the ETF to $55, a rise of 25%.

BUY $43 Stop $39 Target $55

For UK Investors ETF Securities offers the cheapest way to invest in Commodites with a TER of 0.65%.

AGRP has been available since Nov08 and invests in 30 global argicultural companies engaged in four primary agricultural sectors: a) Seeds, Chemicals and Fertilizers, b) Equipment and Irrigation, c) Commodity Agricultural Products and d) Livestock Producers.Top 5 holdings includes Monsanto (11%), Potash (7%), Syngenta (6%), Deere(5%) and Wilmar (5%)

.