Fertilizers & Agricultural Chemicals

So like most traders I went home Monday night and did my homework.  I ripped through charts, watched some of the price action after the earnings in IBM and Texas Instruments(TXN), and how the markets were digesting this news.  I wrote down some preliminary plays for the next day and went to bed...

If, after reading the blog content you might have an interest in participation for the mutual fund, please consider reading why this blog exists. [Jan 2008: Reader Pledges Toward Mutual Fund Launch] [May 2008: Frequently Asked Questions] Our story in Barron's [A New Kind of Fund Manager] [...

A little while back I mentioned a large filing from GlobalX of resource oriented niche ETFs and it looks like the first one might be coming as soon as this week. The WSJ reported that the GlobalX Lithium ETF could list as soon as this week. Also in that filing were uranium and fishing ETFs among...

Friday morning, as traders were focused on Goldman, BP, Google, and Citigroup, JPMorgan took some time to analyze the agricultural sector.  The broker upgraded shares of Mosaic (NYSE:MOS) to overweight from neutral and lifted its 12-month price target on the shares to $52 from $45. This represents...

Year 3, Week 50 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 77.9% (v 70.6% last week) 19 long bias: 18.2% (v 27.8% last week) 2 short bias: 3.9% (v 1.5% last week) 21 positions (vs 20 last week)...

According to a report from the Wall Street Journal, hedge fund MC Capital Advisors helped launch a new ETF which tracks lithium producers and battery makers. The fund will be known as Global X Lithium, and is projected to start trading this week. It is expected to trade under the ticker symbol "...

With the S&P 500 grasping at 1070, and yet another "90% day" as the student body has run back to the left ("risk off" stampede), let's take a look ahead at the key reports next week; both for the greater market and what we have our eyes on.  The next 3 weeks are the heart of the earnings season...

Some investors just can't take it any more with the choppy market. They just want to take their money and put it in high income producing investments, such as Master Limited Partnerships. These investments provide high yields which may be partly or completely tax sheltered. They distribute...

Monsanto (MON) continues to impress today, clearing $56... and the fertilizer stocks are showing the first signs of life in a few quarters.  (but still mostly have bad charts)  It appears wheat it rallying circa 2008. [Feb 12, 2008: Wheat is Being Ruined by ... what else... Hedge Funds and...

Cusick's Corner Leak is plugged, delinquencies are down and you can still fix a 4G phone with duct tape -- all is good with the world. As I write this, Google (GOOG) reported earnings of $6.45, impressive, but short of estimates that were .07, so the stock is trading down after the close. Goldman...

Cusick’s Corner JPM knocked the ball out of the park with their earnings call, earning $1.09 Q2 as credit and loan delinquencies were down. So one might ask why the market isn’t on a run up after what seems to be good news. One word -- deflation. At 9am ET there was disappointing economic data...

At 12:19 pm, the Dow lost 0.90% to 10,273.86, the broader Standard & Poor's 500 index moved down 0.93% to 1,084.99 and the NASDAQ composite index fell 0.80% to 2,231.79. The industries that are driving the market today are: Drug Related Products: This industry jumped 7.14% by 12:19 pm. The top...

I mentioned the action in Monsanto (MON) yesterday being appealing; the stock continues to impress today ... rallying during the market selloff.  I thought a move over $56 would lead to the potential to mid $60s and we are now here at $56.  I am going to restart an exposure in this name with a 1.65...

Shares of CF Industries (NYSE: CF) are bucking the broader market trend and have moved 1.75% higher on the trading session to $76.63. This stock has been absolutely flying in July, but still remains well below its best levels of 2010. CF has jumped over 18% in the last month, but has lost more than...

Cusick’s Corner The market stayed in a choppy consolidation range after the release of mixed economic data and FOMC revisions on GDP. The market is waiting for JPM earnings tomorrow which are due out around 7:30am ET. One important note -- the last time both Intel and JPM Chase beat earnings was...