What is showing up on my screen for the first time in a long while is how firmly the agriculture/farm equipment stocks are trading. Deere & Co. (DE), a darling in the space, is breaking out to a new three-year high. The big fertilizer stocks, Agrium (AGU), Mosaic (MOS) and CF Industries (CF), are all turning up on rising volume. The protracted downtrend in wheat, corn and soybeans has abruptly reversed up this week, and just maybe it’s time to consider a high-yield agriculture play.