Agricultural stocks and commodities have significantly outperformed the market over the past two months and it finally made front page news last week after the HUGE takeover bid for Potash (POT) from BHP Billiton (BHP). Officially BHP is still chasing its kill and one must ask if this will end up like the failed Rio Tinto takeover circa 2007 that led to investors’ loss of interest. At any rate, this activity has fueled a monster move in the AgriBusiness (MOO) sector with a 16.8% outperformance of the market since July 1. The merger activity was sparked by the consensus estimate that agricultural commodities and the sheer price of food will increase at rates higher than expected.