POEM, falling food commodities are helping the bottom line on processors, IMO.  But if the drought in  the central US does not improve by Spring, it could be a short rally.

http://stockcharts.com/h-sc/ui?s=RJA&p=D&...3551770568

http://www.finviz.com/futures.ashx

http://droughtmonitor.unl.edu/