Gold, Fertilizer Shine in Emerging Markets: Josephine Jimenez, fund manager of the new Victoria 1522 Fund, says emerging-market demand will revitalize fertilizer stocks. He also expects Chinese gold stocks to shine as inflation intensifies.
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agriculture=fertilizer=food

People do have to eat and at current prices it's the deal of a lifetime.

If you want to get ahead of the trend I’d look at Agrium [AGU], he says. I’d also look at Potash [POT] as well as Archer Daniels [ADM]. All three look cheap to me. - Guy Adami

lithium

Largest producer of fertilizer with high barriers of entry and very slim competition. A product that is a necessity for world population growth.

3 Stocks I Saw on TV:
Dan Fitzpatrick examines three stocks viewed on Fast Money and Mad Money. Today's stocks include Potash, Kinder Morgon and Diamond Foods.

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Some of them include Mastercard [MA], Potash [POT] and RIMM [RIMM], says Joe Terranova.

long term bull

all crop need fertilizer

short

hasnt gone up

falling, summer over in the north

Love the ticker sign -hate the price.
Way overbought.

Overvalued overowned play on ag boom

to high

will backfire when the weather turns against the crop.