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Here's the companion piece to my post above:

ACTION ITEMS:

Bullish:
Traders who believe that potash, nitrogen, and phosphate prices will continue to rise might want to consider the following trades:

• Go long Potash or any of its competitors in this group. That includes CF Industries (NYSE: CF), Mosaic (NYSE: MOS[FREE Stock Trend Analysis]), Agrium (NYSE: AGU), and Terra Nitrogen (NYSE: TNH)

• Another way to play the ongoing food crisis is to play genetically modified crops and seed protection. The best way to play that is through Monsanto (NYSE: MON[FREE Stock Trend Analysis]).

Bearish:
Traders who believe that in the coming years global population will fall, hurting potash prices may consider alternate positions:

• There is a lot of hope and optimism baked into the future earnings of these companies. If there is a development that will allow farmers to increase yield without these nutrients, then these names become viable short candidates.