Deere (DE), Potash (POT), Monsanto (MON), Dryships (DRYS), Diana Shipping (DSX), DuPont (DD), McDonald's (MCD), and Burger King (BKC)
Najarian still believes in the agriculture story but noted Deere was weak in forestry and construction. He thinks the trade is over in POT and MON. Instead of agriculture, he would buy DRYS and DSX. Adami calls DD a solid synthetic ag play. Finerman is concerned with volatility in the sector and would sit out of ag. Moving to the food industry, Macke prefers BKC to Chicago's own MCD, which is a solid company, but whose story is "juiced." Najarian likes both companies but agrees BKC is cheaper and has more upside. Adami prefers MCD as an international play.
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