It seems as tho the FLY as well as TheStreet.com guys are going nuts over ag.
The Ags that seem plausible:
-MON: leader in seeds & genomics (trading in a nice channel)
-VMI: irrigation... (bouncing off bottom?)
-DE: leader in equipment (wud be nice to test a Fib fan on this)
-ADM: multiple comods & processing for food (really cheap calls/LEAPS)
Mind you Solars are still around. But it seems that Ags outside of equipment has somewhat kept undercover. Going long on these guys and not touching them may be a good idea.