Beyond the Big Ag Names By Jim Cramer About this article: Alan Farley's onto something with agriculture here. The big change is that there's still an ethanol story -- ignored, of course, because there are no public companies left to play it other than Archer-Daniels-Midland and, as we can see from this morning, it can screw up anything -- and worldwide demand continues for grain despite the swine flu epidemic. More important, the commodity trade is so strong it can pull up anything even those companies that are less deserving. I know everyone is raring to go on Potash. and therefore Mosaic and Agrium. However, it is time to focus on Terra Nitrogen, which is my favorite despite the dividend cut, and Sociedad Quimica, which has lithium plus the raw ingredients for fertilizer in the best market -- Latin America. Quimica just reported a good quarter and predicted a resurgence in fertilizer. There isn't a soul... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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