In the article “Top Global Agriculture Picks” which companies did Victor Badin recommend?

In a time of rising food prices, investors should have agricultural stocks in their portfolios, Victor Badin, fund manager at Global Cap, said.

And China Farm Equipment, Bunge and Myriya Agro Holdings are among the most attractive of the bunch, Badin said.

Bunge (BG) gets high marks for earnings momentum and price momentum in the models I follow. However, its free cash flow ranking is low.

On May 22, 5-star manager Neil Hennessy gave CNBC.com his Web Exclusive stock picks. But which stock did he slam?

Hennessy offered CNBC.com exclusively a list of value stocks that are worth a look, as investors wait for oil to top out:

Tupperware (TUP), Costco (COST), Airgas (ARG), AK Steel (AKS) and Bunge (BG).

So it looks to me like none of the above.

As to Hennesy’s taste, I think it is pretty good. While there are some differences in particular names, he seems to be hitting on some themes that I like.

I wrote bullishly about Tupperware in February, and the stock is up 5.7% since then compared to a 3.6% rise in the S&P 500.

I didn’t like Costco as much as BJ’s (BJ) in April, and BJ’s has risen 10.3% since then, versus a 3.8% rise in the S&P 500.

Rather than Airgas, my specialty chemicals play was Celanese. Since my April 10 article that stock has risen 15.0%, compared to 1.8% for the S&P 500.

In steel I’m relying on Reliance, a pick that has paid off with a 14.5% return since late April, compared to 0.8% for the S&P 500.

That leaves Bunge. As I noted recently Bunge looks good on the basis of earnings momentum and price momentum, but poor on the basis of free cash flow.

Disclosure: At time of publication, William Trent has no financial position in the companies mentioned in this article.

On May 19, Jim Cramer called which agriculture stock a “great buy”?

Seems like a case of “all of the above.”

Regular viewers of Mad Money know Cramer’s been bullish on agriculture stocks. Syngenta (SYT) is one of the few among them not yet at its 52-week high. He called SYG a “great buy,” saying, “Anytime you get a discount…I’d pull the trigger.” That goes for Bunge (BG) and Monsanto (MON) too, he said.

Syngenta is another one of those stocks that just doesn’t make it into my models, so there isn’t much I can say about it. Bunge looks good on the basis of earnings momentum and price momentum, but poor on the basis of free cash flow. Monsanto looks good on earnings and price momentum but poor for both free cash flow and return potential.

Disclosure: At time of publication, William Trent has no financial position in the companies mentioned in this article.