You can look at the industrials:fertilizers&agricultural chemicals and industrials:construction&farm machinery sectors on TSX.
You can also look into the adaptation to climate change angle. It will take at least several decades before the cc trend reverses. There is a trend to increasing crop requirement for water due to increased temperatures, and decreasing availability and quality of water. You could find out what is in CWW and see if these companies interest you.
Toro is a publicly listed US irrigation equipment manufacturer.
EDIT: If you like micro-cap value, take a look at Cervus Equipment (CVL). They sell John Deere tractors on the prairies.
I have been looking into COW-T , MOO-N and CROP-N. I have a good holding of Potash Corp POT, but want some more agi diversification. Anyone other there hold MOO or CROP? It seems that you should hold both as one has bluechips and the other, smallcap.
COW-T has had great returns.
2013 2012 2011 2010 2009
20.41% 16.01% -10.61% 17.91% 24.01%
Any other bovine owners out there? Never did get moo or crop. Food prices continue to increase. It holds 18 companies that are involved in food production/consumer products -relates to the consumer staples thread a few days back.
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