Topics covered: Rising Raw Materials Costs, Outlook For Ethanol Market, Global Supply-Demand Balance, Global Ag Export Trends, European Vs. Asian Market Exposure, Equipment Value Chain, China As Net Ag Importer
Companies covered: Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Terex Corporation (NYSE:TEX), RSC Holdings, Inc., Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Manitowoc Company, Inc. (The) (NYSE:MTW), Morgan Stanley (NYSE:MS), Martin Marietta Materials, Inc. (NYSE:MLM), J P Morgan Chase & Co (NYSE:JPM), H&E Equipment Services, Inc. (NASDAQ:HEES), Goldman Sachs Group, Inc. (The) (NYSE:GS), Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Tyson Foods, Inc. (NYSE:TSN), Smithfield Foods Inc., Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Hormel Foods Corporation (NYSE:HRL), HJ Heinz Co., Fresh Del Monte Produce, Inc. (NYSE:FDP), Campbell Soup Company (NYSE:CPB), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), Target Corporation (NYSE:TGT), Newell Rubbermaid Inc. (NYSE:NWL), Metabolix, Inc. (NASDAQ:MBLX), Green Plains, Inc. (NASDAQ:GPRE), Corn Products International In, The Andersons, Inc. (NASDAQ:ANDE), VCA Inc. (NASDAQ:WOOF), Rural/Metro Corp., Mednax, Inc (NYSE:MD), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Hanger, Inc. (NYSE:HGR), Emergency Medical Services Cor, Rockwood Holdings Inc., Hexcel Corporation (NYSE:HXL), FMC Corporation (NYSE:FMC), Dow Inc. (NYSE:DOW), Cytec Industries Inc. (NYSE:CYT), Celanese Corporation (NYSE:CE), Boeing Company (The) (NYSE:BA), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), VALE S.A. (NYSE:VALE), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), Intrepid Potash, Inc (NYSE:IPI), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Best Buy Co., Inc. (NYSE:BBY), Walgreen Co., Safeway Inc. (NYSE:SWY), J.M. Smucker Company (The) (NYSE:SJM), Kroger Company (The) (NYSE:KR), CVS Health Corporation (NYSE:CVS), Chiquita Brands International, A. Schulman, Inc. (NASDAQ:SHLM), Sigma-Aldrich Corporation (NASDAQ:SIAL), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), Olin Corporation (NYSE:OLN), Lubrizol Corp., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), E.I. du Pont de Nemours and Company (NYSE:DD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Spartech Corp., Koppers Holdings Inc. (NYSE:KOP), H. B. Fuller Company (NYSE:FUL), Entegris, Inc. (NASDAQ:ENTG), Calgon Carbon Corporation (NYSE:CCC), Alcoa Inc. (NYSE:AA), Kinder Morgan Energy Partners, AGCO Corporation (NYSE:AGCO), Columbus McKinnon Corporation (NASDAQ:CMCO), Art's-Way Manufacturing Co., Inc. (NASDAQ:ARTW), WD-40 Company (NASDAQ:WDFC)
