If you take a look in the newspaper you will find out that we are standing in the beginning of a global food crises. Therefor it would be a good idea to invest in companies that can help in this situation, eg fertilizers like POT and MON.
The chinese population are been more wealthy and the consumption of meet are rising, eg pork, therefor you could invest in companies producing products for the chinese pork industry, eg. SEED and FEED.
I am long on all the companies mentioned above, and have had a very positive result the last year.
GS, APPL, ICO, X, CPN, ICO, SGP are the leads I got from the show. They just provide places to direct your DD. To buy from their rec is suicidal. That's why they have the misfires section of the show. I watch everyday cause when Macke gets ranting it's hilarious. I have a lot of respect for them. Doing their job AND being on TV has to be nerve wracking. My misses are endless as well. You're going to be wrong. A LOT. Minimize losses.
I use them as a filter in my trading. They have properly kept me in trades in Ag, rails, aapl, energy and coal. Their special guests (sorry can't remember their names but they are top notch commodity traders) are especially good. I would say that out of the 4 or 5 traders, Guy Adami is probably the best one (or he has had the best hot streak so far). I probably owe 30% of my success in this difficult year to them. My trading account is up 20% mainly because I have focused in areas they focus on (namely energy, ag, aaple, coal, etc...) They are not the holy grail but actual traders rather than journalists offering opinions. I like the show and what it offers me as a trader. I am also a full time trader.