Terra Industries (TRA) is a producer and marketer of nitrogen products, serving agricultural and industrial markets. Shares trade at 8 times forward earnings and the company has a net cash position of $350 million in cash.

Monsanto Company (MON) provides agricultural products for farmers in the United States and internationally.

Potash Corporation of Saskatchewan (POT) engages in the production and sale of fertilizers, and related industrial and feed products in North America. On last Thursday, the company reported that fourth-quarter profits more than doubled due to higher fertilizer prices. Shares of POT trade at just 5 times forward earnings.

Archer Daniels Midland Company (ADM) procures, transports, stores, processes, and merchandises agricultural commodities and products primarily in the United States. Shares of ADM trade at 9 times earnings.

Agrium (AGU) produces and markets agricultural nutrients, industrial products, and specialty products worldwide, as well as involves in the retail supply of agricultural products and services in North and South America. Shares trade at 5 times forward earnings.

The Mosaic Company (MOS) engages in the production and marketing of concentrated phosphate and potash crop nutrients for the agriculture industry worldwide. Shares of MOS trade 4 times forward earnings and the company has a net cash position of around $1.4 billion.

With inflation the dollar is devalued and I believe that gold and gold miner stocks will rise substantially: Gold Fields (GFI) engages in the exploration, extraction, processing, and smelting of gold in South Africa, Ghana, Australia, and Peru. If inflation takes off gold stocks will be some of the biggest winners.

With inflation the dollar is devalued and I believe that gold and gold miner stocks will rise substantially: DRDGOLD (DROOY) operates and explores gold mines primarily in South Africa. DRDGOLD has a net cash potions of around $65 million.