Bunge Limited (BG)

TSIF (98.78) Submitted: 12/29/2008 11:48:00 PM : Start Price: $41.97 BG Score: +8.15

Integrated, global, complete chain. P/E 4.47 / 6.20; PB .82; EPS of $11, even with a bad quarter rolled in. Debt high, but great cash/cash flow. With a P/S of .11 they don't get much cheaper. DISCLOSURE: Agriculture is a hobby of mine. I try to eat every day. Agriculture also grows barley, as you can tell from my picks, especially those posted on weekends, I might be a little too fond of barley products. Feeling a bit bullish, (hey who knows where the bottom is, it's got to be somewhere), as a bull, I like agriculture. Keeps the babes healthy. Populations continue to grow, farmers will continue to produce, prices may fluctuate radically from year to year, but if price of goods is not greater than price to produce over the short run, it will equalize out one way or the other. (same with gold/metals/etc). Food, generally, like the average weight per person, tends to outperform the S&P. Also, did I mention eating and barley are hobbies of mine, so I might be a little biased, but I don't think so.