Ned Schmidt: The Fundamentals of Agriculture Stocks Have Never Been This Good
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Jim welcomes Ned Schmidt CFA, publisher of The Agri-Food Value View and Value View Gold Reports. Ned believes the fundamentals for ag stocks have never been this good and valuations are still cheap despite recent advances. He also discusses two essential ag stocks for every portfolio and notes that the former global surplus of grains has now been consumed. As to gold, he believes that it is now perceived as a legitimate asset class. Ned sees gold going higher, but no hyperinflation on the horizon. He also notes that if gold companies focus on shareholder returns, gold stocks could be the place to be.
Ned is a financial engineer specializing in global capital flows. He has been an advocate and practitioner of value-oriented investing for thirty years. Ned began his investment career as a security analyst following the oil industry in the early 1970s. In the 1980s, he was the manager of an investment management group with discretionary responsibility for about $3.5 billion. During the past decade, he also taught institutional investment management as The Roland George Visiting Professor of Applied Investments at Stetson University. He currently manages the Argyle Global Equity Appreciation Fund, an offshore mutual fund in the top quartile of global equity funds the past three years by Standard and Poors. Ned currently publishes THE VALUE VIEW GOLD REPORT and writes for THE GLOBAL ADVISOR published in Toronto.
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