Agrium, Inc. (USA) (NYSE:AGU)
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The Company is a retailer of agricultural products and services in the United States and Argentina and a global producer and wholesale marketer of nutrients for agricultural and industrial markets.
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Making a fertilizer basket of stocks for a long term play on nutrient depletion in farmland (as Jared Diamond predicted in "Collapse"). They are decently valued with single digit P/Es and have adequate interest coverage. Risks are that war/depression reduce population growth, or cheap inputs (e.g. natural gas) create an excess of supply.