I would like to see a list of tickers for publicly traded companies
that stand to benefit from rising soft commodity prices.  "Softs"
include: coffee, cocoa, sugar, cotton, OJ, lumber.

These companies should be listed on NYSE, AMEX, or NASDAQ.

So far I only have some for lumber:
RYN PCL DEL POPEZ 

Re: coffee, please note that just because the company has the word
coffee in the name doesn't mean it will benefit from rising coffee
prices.  Most US-listed coffee stocks that I've seen are retailers who
buy the beans and serve coffee to the public or wholesalers who act as
middlemen.

Thanks!

To find the stocks you seek, I started with the Dow Jones AIG
Commodity Indexes (http://djindexes.com/mdsidx/index.cfm?event=showAigDataCharts).
There is a subindex specifically for the softs. I downloaded five
years of daily price data for the subindex and calculated a
correlation coefficient between that subindex and the price movement
of more than 250 consumer-staples stocks. Here are the stocks with a
correlation coefficient of more than 40% with the softs index:

Delta & Pine Land Co		DLP
United Natural Foods Inc	UNFI
Seaboard Corp			SEB
Village Super Market		VLGEA
Caseys General Stores Inc	CASY
Jones Soda Co			JSDA
Hanover Foods Corp/Pa		HNFSA
Constellation Brands		STZ
Church & Dwight Inc		CHD
Ml Macadamia Orchards  -Lp	NUT
Wd-40 Co			WDFC
Flowers Foods Inc		FLO
Peet'S Coffee & Tea Inc		PEET
Willamette Valley Vineyards	WVVI
Parlux Fragrances Inc		PARL
Scott'S Liquid Gold		3SLGD
Skinvisible Inc			3SKVI
Archer-Daniels-Midland Co	ADM
Lancaster Colony Corp		LANC
China Natural Resources Inc	CHNR
Procter & Gamble Co		PG
Hansen Natural Corp		HANS
Redhook Ale Brewery Inc		HOOK
Bunge Ltd			BG
Energizer Holdings Inc		ENR
Usana Health Sciences Inc	USNA
Chattem Inc			CHTT
Oil Dri Corp America		ODC
Cuisine Solutions Inc		FZN
National Beverage Corp		FIZ
Whole Foods Market Inc		WFMI
Clorox Co.			CLX
Cca Industries Inc		CAW
Andersons Inc			ANDE
Darling Intl Inc		DAR
Central European Dist Corp	CEDC
J & J Snack Foods Corp		JJSF
Weis Markets Inc		WMK
Margo Caribe Inc		MRGO
Dean Foods Co			DF
Brown-Forman			BF
Seneca Foods			SENEA
Glacier Water Services		GWSV
Reliv International Inc		RELV
Central Garden & Pet Co		CENT
Medical Nutrition Usa Inc	3MDNU
Big Rock Brewery Income Tr	BRBMF
Castle Brands Inc		ROX

I hope this meets your needs,

V


Search strategy: None, I knew where to find the data.

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Request for Answer Clarification by plum209-ga on 14 Jun 2006 06:53 PDT

thanks, may i have the correlation coefficient for each stock?

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Clarification of Answer by vercingatorix-ga on 14 Jun 2006 12:24 PDT

Here are the coefficients. Isn't Excel great? There was a time when
you had to program a computer to do this, or even type all the data
points into a calculator by hand.


Company			        Ticker	Corr. Coeff.


Delta & Pine Land Co		DLP	40.21%
United Natural Foods Inc	UNFI	40.27%
Seaboard Corp			SEB	40.53%
Village Super Market		VLGEA	40.57%
Caseys General Stores Inc	CASY	40.81%
Jones Soda Co			JSDA	41.40%
Hanover Foods Corp/Pa		HNFSA	41.55%
Constellation Brands		STZ	41.55%
Church & Dwight Inc		CHD	42.01%
Ml Macadamia Orchards  -Lp	NUT	42.06%
Wd-40 Co			WDFC	42.27%
Flowers Foods Inc		FLO	42.63%
Peet'S Coffee & Tea Inc		PEET	43.27%
Willamette Valley Vineyards	WVVI	43.32%
Parlux Fragrances Inc		PARL	43.41%
Scott'S Liquid Gold		3SLGD	43.57%
Skinvisible Inc			3SKVI	43.71%
Archer-Daniels-Midland Co	ADM	44.35%
Lancaster Colony Corp		LANC	44.41%
China Natural Resources Inc	CHNR	44.69%
Procter & Gamble Co		PG	44.85%
Hansen Natural Corp		HANS	45.15%
Redhook Ale Brewery Inc		HOOK	45.59%
Bunge Ltd			BG	45.64%
Energizer Holdings Inc		ENR	45.75%
Usana Health Sciences Inc	USNA	45.79%
Chattem Inc			CHTT	45.91%
Oil Dri Corp America		ODC	46.20%
Cuisine Solutions Inc		FZN	46.22%
National Beverage Corp		FIZ	46.29%
Whole Foods Market Inc		WFMI	47.09%
Clorox Co.			CLX	47.09%
Cca Industries Inc		CAW	47.51%
Andersons Inc			ANDE	47.58%
Darling Intl Inc		DAR	47.65%
Central European Dist Corp	CEDC	49.63%
J & J Snack Foods Corp		JJSF	50.01%
Weis Markets Inc		WMK	50.24%
Margo Caribe Inc		MRGO	50.78%
Dean Foods Co			DF	51.20%
Brown-Forman			BF.B	51.56%
Seneca Foods			SENEA	51.60%
Glacier Water Services		GWSV	53.99%
Reliv International Inc		RELV	54.96%
Central Garden & Pet Co		CENT	56.78%
Medical Nutrition Usa Inc	3MDNU	61.71%
Big Rock Brewery Income Tr	BRBMF	63.86%
Castle Brands Inc		ROX	79.14%