You have to eat right?

AG should be good this time of year.

Buy - Price C$45.87 on March 31
by Dundee Capital Markets

Continue to Buy Agrium [which produces and markets agricultural nutrients, industrial products, and specialty products]. We forecast that Agrium's takeover of CF Industries [a fertilizer maker] is accretive in 2010 and beyond and a strong strategic fit; [the combo] would bolster Agrium's share price over the medium and longer term. If this transaction does not come to fruition, we still see significant upside to Agrium's price....Our target of C$61 is based on a blended multiple (using a target price/earnings ratio of 4, and enterprise value/earnings before interest, taxes, depreciation and amortization) of four times...on our 2010 estimates, representing a discount of 10% to our [net-asset-value] valuation of C$67.20/share (C$1 is U.S. 80 cents). Market cap: C$7.4 billion.

good seasonal stock

You need two leaders here -- tech and banks -- and you cannot have the leaders be just commodity plays, because we know how that works out. A market led by Mosaic (MOS), Agrium (AGU), Freeport (FCX) and Conoco (COP) is a market that ultimately gives up its gains, but a market led by Bank of America (BAC), Morgan Stanley (MS), Google (GOOG), Apple (AAPL) and Qualcomm (QCOM) has something worth following.

China Watch: Food for Thought: Although some may be negative on China right now for varying reasons, James Altucher explains why certain food stocks are the safest way to play this market right now.
Click here to watch the video.

higher highs

China Watch: Pile These Into Your Portfolio: Jim Cramer himself says to load up on China - but what should you be piling into your portfolio? Research Manager David Peltier weighs in on the hottest sectors in China right now and what you should stock up on.
Click here to watch the video.

In this space, I love Vale [RIO] as well as Potash [POT] and Agrium [AGU], says Tim Seymour. And be careful of ArcelorMittel [MT]. That stock is up about 20% over the last 5 days.

Let me throw in Terra Nitrogen (TNH), Agrium (AGU) and Mosaic (MOS) -- despite the Archer Daniels (ADM) shortfall.

irriational