Speculating the Return of Potash (POT, MOS, DBA)

How much longer can Potash prices continue to plunge?  At some point the two all-star potash companies are worth reviewing, those weapons of choice being Potash Corp. (NYSE:POT) and Mosaic Co. (NYSE:MOS). Thanks to Agriculture (AG) making a recent comeback another one-size-fits-all investment is the PowerShares DB Agriculture Fund (NYSE:DBA).

Thanks to Jim Cramer's coverage on Mad Money last night the entire AG sector is on fire today.  Citing the Department of Agriculture's increased spot price forecast last week, Cramer told viewers of his CNBC show that he feels agriculture is the next sector poised to break out.

He named his top pick Monsanto (NYSE:MON), the world's largest seed manufacturer, saying that last week's positive regulatory news confirms the strength in the sector.

Cramer next turned to the fertilizer stocks, giving the thumbs up on Potash (NYSE: POT), Agrium (NYSE: AGU), Mosaic (NYSE: MOS) and Terra Nitrogen (NYSE: TNH).

Potash Corp (POT) and Mosaic Co. (MOS) are the Coke and Pepsi of Potash, its a play that worth investors attention.  However after the recent run-up its best to let these stocks cool.

Another way to play the entire AG sector is going long on the PowerShares DB Agriculture Fund (NYSE:DBA), that way you don't have to pick a single stock.  The DBA is a slow mover but in the last 5 days the fund has moved up 2.5%.

The DBA Index is a rules-based index composed of futures contracts on some of the most liquid and widely traded agricultural commodities. The Index is intended to reflect the performance of the agricultural sector. 

To learn more about the DBA - click here to go to the dbfunds.db.com website.

About the Fund's Index

SOURCE: http://www.streetinsider.com/Analyst+Comments/Ag+Stocks+Get+a+Cramer+Boost%3B+Deere,+Terra+Nitrogen+Lead+the+Group+Higher+(DE,+TNH,+MON,+POT,+AGU,+MOS)/5123191.html