Cresud, Inc. (ADR) (NASDAQ:CRESY)

When everybody is searching for food in a time of catastrophe, the value of farmland will skyrocket!

Everybody's got to eat and they aren't making any more arable land.

With inflation in the U.S. and rapid population growth in Asia, you can't go wrong buying farm land. CRESY is one of the few pure play ways to get invloved and it's in the fast growing latin American area as a bonus.

Two major trends that I see are energy to feed the world economies and food to feed all of the new hungry mouths. South America is turning in to a major bread basket for the world and this company seems to be in the thick of it.

I'm only following the coattails of Mohnish Pobrai. you know that whole "standing on the shoulders of giants" thing. It makes me see better, higher.

http://boards.fool.com/Message.asp?mid=28545608

I've been watching this stock since August 2009. I wish I had jumped in then. It's outperformed the S&P by 40%. I'm hoping to jump into this stock on a rally day (it seems to go against the grain). With inflation I think this Argentinian crop stock is a winner.

Done well by this one.. Remember your due diligence!

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

Bought at 7.88

argentina farmer can be done

Severely sold off, quality management, quality asset base.

Agricultural pick - food prices haven't dropped like other commodities so I will give this the thumbs up. Large Assets and low total liabilities helps too. Last quarter wasn't the best but the stock price has remained stable.

With oil rich states like Saudi Arabia actively seeking agro companies they can buy to produce food for expanding populations, this one can't stay off the radar screen forever.

I'm in at $45 an acre
http://www.fool.com/investing/international/2008/10/27/now-is-the-safest-time-to-buy-stocks.aspx

Can you really call your portfolio diversified if you do not own some land and cattle? ...in Argentina. I have traveled to Argentina many times. It is a unique country and will eventually reclaim its spot as one of the leading emerging market countries in the world. The contrarian in me says that at current prices, downside is minimal.

One of very few available investments in food production - farming. Should do great unless political change in Argentina.

Farmland is going to be increasingly valuable, even in a politically unstable region. The farmland owned by the company is already deeply discounted compared to the US (about 10% of the value). As the world's population keeps growing and arable land remains constant or shrinks, this will get very valuable.

Incredibly cheap asset play. Hurting right now based on overall market and concerns about Argentina, but they have great assets (Farmland, large stake in IRSA) that should become more valuable over time.