I successfully used the November 2008 period to load up a lot of bottom drawer stocks in energy sector. These are for the future - I simply hold until the cost of unleveraged ownership has increased by 100% and then halve my holding - stick the result in my bottom drawer for the future.
Usually I used my profits from other trading activities to fund these small purchases.
Right now I perceive is a good time to do the same for agribusiness stocks: especially the grains and have some spare trading profits to go into this idea.
So_Cynical provided a good starter list in another recent agr thread:
I am not interested in Australian cotton or rice stocks - to me these are unsustainable sectors for our country. But I am interested in wheat, sugar, beef, hogs, vegetables, soybeans, corn, etc.
If you have any interesting stocks you would like to add to the above list - please do so! Otherwise I will be researching what seems to be a rather lonely path by myself.
A low or 0% debt equity ratio is important.