Ag Stocks Not Participating In Today's Rally

Despite the strong numbers out of the June ISM this morning, agricultural stocks are not participating in this rally. At last check, the Dow was up 125 points, the NASDAQ was up 31 points, and the S&P 500 was up 12 points. Despite these moves, names like Potash Corp. POT, CF Industries CF, Monsanto Company MON, The Mosaic Company MOS and Agrium Inc. AGU are all lower today. CF Industries, which fell the most on yesterday's USDA crop report, is again down the most, off more than 2% as of the time of this writing.