AGCO - The Bottom In Agriculture
I have written two articles over the last several years advocating a long position in the US ag complex, the last on Feb 17, 2017. Both had immediate gains, but the tide eventually reversed. Note: I recommended getting out on my blog. The reason is that world growing conditions have been great for the past few years. Demand has also been good, but you can't fight a great crop.
This year, crop prices have also had to worry about the US - China trade spat (and possibly US - Japan, Korea, EU, etc.)