Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says

One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can do that can take advantage of some opportunities in food-related stocks right now. While food prices are down globally over the past year, the factors pushing them lower – Russia’s embargo of US products, China’s slowdown, bird flu fears, and the strengthening dollar – are… Read More

Grantham: Act Now, Or Food Crisis Could Be Devastating

GMO’s Jeremy Grantham says the world is well into a food crisis that isn’t likely to abate, and that it will have huge sociological, governmental, economic, and investment repercussions. “We are five years into a severe global food crisis that is very unlikely to go away,” Grantham writes in his latest quarterly letter on GMO’s site. “It will threaten poor countries with increased malnutrition and starvation and even collapse. Resource squabbles and waves of food-induced… Read More

Food Stocks for Lynch and O’Shaughnessy to Munch On

With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John Reese. “The Food Institute projects moderating pressure on food price inflation in 2012. It says the all-food Consumer Price Index (CPI) is expected to grow 2.5% to 3.5% over 2011 levels,” Reese writes in his latest RealMoney column. “This is less than the 2011 CPI,… Read More