buying opportunity

The sell-off has been overdone IMO.

With the worst of the drought looking like it might be over, this is being reflected in stocks like Graincorp and ABB. It won't take long for the knock-on effect to filter through to companies like GFF.

Let's face it, with an almost certain recession in the US, people are going to be looking for defensive stocks. Everyone needs to eat.

I'd say with your money in food or gold, you can't go too far wrong in this climate.