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General Market Commentary
Nick Hodge Discusses Recent Big Deals and Top Companies in the Contrarian Agriculture and Fertilizer Spaces
Growth in Fertilizers
By: Nick Hodge
Founder and President, Outsider Club
Nick Hodge is a leading growth and income specialist, often focused on contrarian opportunities. Here, the editor of Like Minded People discussing the agriculture sector and the long-term potential for leading players in fertilizers, which are used to increase crop yields.
Steve Halpern: Our guest today is Nick Hodge, one of the smartest advisors around and editor of Like Minded People. How are you doing today Nick?
Nick Hodge: I'm well Steven. Thanks for having me.
Steve Halpern: Now your newsletter is well-known for providing in-depth analyses of opportunities that are often out of favor or under followed by Wall Street. Could you tell our listeners a little more about Like Minded People and your underlying investment strategy?
Nick Hodge: Yes, Steven. We pride ourselves on being contrarian and have had good success investing with that philosophy over the past few years. I focus mostly on a small group of sectors including energy, metals, and minerals, and then agricultural things like land, food, and water.
There is some natural overlap there given that most of those things are resource-based and we also have a pretty strong income bent as well so we like dividend paying companies that also operate in those sectors I just mentioned.
So the goals are really long-term growth from quality companies and contrarian sectors intermixed with income producing investments in those same sectors.
Steve Halpern: Now you alluded to your long-standing interest in the agriculture sector and that's what we're going to talk about today. This is an area that's had a few difficult years but you suggested things may be poised for better times ahead. Could you expand on that?
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