Fertilizers & Agricultural Chemicals

John Burbank spoke at the Value Investing Congress and said he has large positions in agriculture names, particularly Mosaic Co. (NYSE: MOS) and CF Industries (NYSE: CF). He also mentioned he had a position in Potash (NYSE: POT), which has been the subject of takeover talks with BHP Billiton (NYSE...

John Burbank spoke at the Value Investing Congress and he said he likes physical commodity stocks, like Exxon Mobil (NYSE: XOM), and Potash (NYSE: POT). He also holds physical gold through UBS, not the gold ETF. (NYSE: GLD) He also said he holds Kraft (NYSE: KFT), Microsoft (NASDAQ: MSFT), and Dr....

According to a report by Goldman Sachs, the October WASDE report has very positive implications for the fertilizer group due to a much tighter corn balance than previously anticipated. “The WASDE revised down forecasted corn yields to 155.8 bushels per acre from 162.5 bushels per acre prior, which...

Cusick's Corner On the Day that we celebrate Columbus sailing the ocean blue and the Canadians celebrated Thanksgiving too, the market sat still all day but there was one interesting play. (I love rhyming.) Technology may be at a potential breakout. XLK, the tech ETF, is at resistance of $23.5,...

Below are the top large-cap agricultural chemical stocks on the NYSE and the NASDAQ in terms of profit margin. The trailing-twelve-month profit margin at Potash Corp. of Saskatchewan Inc (NYSE: POT) is 28.78%. POT's quarterly earnings jumped 153.50% y/y. The trailing-twelve-month profit margin at...

If you've already heard of BHP Billiton ADR (NYSE: BHP)'s attempt to take over Canadian fertilizer giant Potash (NYSE: POT), then put it out of your mind for a minute. If you haven't, then you might want to check it out sometime today. It's well worth the read… as is a less well-known, multi-...

Agricultural commodity prices have exploded today, sending the entire fertilizer complex significantly higher. The leading stock on the S&P 500 is CF Industries (NYSE: CF) which has surged 11.46% to $109.94. Volume has been very heavy with 6.06 million shares trading hands compared to a daily...

Gilford Securities is out with a research report this afternoon, where it downgrades Syngenta AG (NYSE: SYT) to Hold from Buy. The Gilford analysts cited the stock's performance versus Monsanto and its earnings outlook vs. the street consensus for the downgrade. The analysts also see bit of margin...

By 10:40 am, the Dow Jones Industrial Average was up 5.07 points, or 0.05%, to 10,953.65, while the broader Standard & Poor's 500 index had lost 0.17 points, or 0.01%. The NASDAQ composite index fell 9.28 points, or 0.39%. Some of the narrow based indexes that are supporting the market are...

Almost everyday in the past two months there has been at least one or two stocks a day that are rumored to be takeover candidates. Every since August 17th, 2010 when Potash Sask Inc.(NYSE: POT) received a takeover bid from BHP Billiton Ltd.(NYSE: BHP) for a huge premium the stock market has gone...

Agrium, Inc. (AGU) has been jumping higher since early July as key agricultural crops across the world see big price gains on strong demand and erratic weather. With a bullish next-year estimate and solid valuation, this Zacks #1 rank stock has plenty of upward momentum. Company Description...

The Globe And Mail is reporting that Potash (NYSE: POT) CEO Bill Doyle is pushing for an offer for his company north of $170 per share. He called BHP Billiton's (NYSE: BHP) $130 per share offer a "non-starter" during an interview with the Globe And Mail. Furthermore, he predicted that POT's stock "...

Deutsche Bank is out with a research report this morning, where it reiterates its Buy rating on Monsanto (NYSE: MON); it has a price target of $65.00 on the stock. The DB analysts noted there are two key positives for the name that are getting lost in the SmartStax chatter: 1. In corn, Monsanto...

Citigroup is out with a research report this morning, where it removes Monsanto Co. (NYSE: MON) from its Top Picks Live list, though still maintains a buy rating on the name. It has a $62.00 price target on the stock. The Citi analysts cited the company's recent earnings report, where the key...