Investopedia: Monsanto Looks A Bit Vulnerable At Current Levels

While Monsanto Company (NYSE:MON) may be evil incarnate to some people, the fact of the matter is that the company's products work quite well and the company has fixed its marketing problems such that it has become one of the go-to names for investors looking for exposure to agriculture. While Monsanto's fiscal second quarter results were decent and it looks like this will be a successful planting season, new investors may want to be careful about making a big new investment at today's levels.

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Investopedia: Lindsay Corp Still Reaping The Benefits Of The Drought

Last year's serious drought was certainly bad news for uninsured farmers, unhedged buyers of grain, and those who were on the other side of the hedging transactions. On the flip side, the resulting high grain prices have been good news for equipment makers like Deere (NYSE:DE) and Lindsay (NYSE:LNN). The biggest questions for the world's second-largest maker of irrigation equipment now are how much longer the good times will last and whether investors have already let their expectations get ahead of reality.

Strong Results In Fiscal Q2
Results at Lindsay and chief rival Valmont (NYSE:VMI) have historically tracked the price of corn, and that relationship has led to strong results in recent quarters for the company.

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Investopedia: Can Lindsay Pump Out More Growth?

If only investing were as easy as saying "crop prices are strong, so buy stocks like Potash (NYSE:POT), Deere (NYSE:DE) and Lindsay (NYSE:LNN)." Although global crop prices were indeed strong in 2011, they were actually fairly weak in the latter half of the year and quite a few ag-related stocks have been weak as well. Making matters worse, Lindsay's irrigation business is almost as volatile as the commodities themselves, making this a consummate feast-or-famine type of equity.

A Good Start to the Year  
Lindsay doesn't often do as expected; surprises good and bad are more the norm. In this quarter, it was a good surprise - revenue rose 34% and easily topped the high end of the analyst guesses. Growth was driven by the irrigation business where revenue climbed 68% on fairly equal growth in domestic and international sales. The almost equally volatile infrastructure business saw revenue drop 37%, due in large part to shortfalls in the Quick Moveable Barrier (QMB) business.

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