Agrium, Inc. (USA)

  • Potash Corporation of Saskatchewan: An Investment in Uncertain Times

    By Michael Weber - August 17, 2013 | Tickers: AGU, POT, POT, MOS

    Potash Corporation of Saskatchewan’s (NYSE: POT) stock price has dropped about 25% since July due to the dismantling of a Russian potash cartel. This is expected to significantly reduce potash prices (people are estimating a 25% drop to around $300/tonne). I’m always looking for a bargain, and negative news usually sparks my interest. Naturally I thought this would be a good time to take a further look more »

  • After the Crash, Which Fertilizer Stocks Are Safe?

    By Mike Thiessen - August 13, 2013 | Tickers: AGU, POT, MOS

    By now, most investors are aware of the gut-wrenching turmoil that wracked the global fertilizer industry during the last trading days of July 2013. As a result of a huge Russian firm's decision to pull out of a popular, lucrative potash trading consortium, prices for most well-known fertilizer stocks fell by as much as 25 percent in the blink of an eye. Although more diversified firms enjoyed some protection more »

  • CVR Partners Is a Triple-Threat: Industry, Business, and Dividends

    By Hunter Orr - August 6, 2013 | Tickers: AGU, CF, UAN

    CVR Partners (NYSE: UAN) reported earnings on Thursday last week and we expected to hear some great things from management. Unfortunately, the tone of the announcement was less than exciting.  The one exciting highlight focused on a plant being shut down for a period of days.  There was minimal effect on top-line sales because of this, but the market didn't see it that way and overreacted.

    That's behind more »

  • Billionaire Agricultural Activism Afoot

    By Marshall Hargrave - August 5, 2013 | Tickers: AGU, CF, MOS

    Famed activist investor Dan Loeb of the Third Point hedge fund is known for his successful activist campaign over at Yahoo!, but he's now trading in his tech stock holding for a crack at the agricultural industry.

    Per his recent investor letter, Loeb is amassing a stake in North America's largest nitrogen fertilizer manufacturer, CF Industries (NYSE: CF). The stock popped nearly 12% on the news. 

    What does more »

  • How to Trade Agriculture Stocks Now

    By Ash Sharma - August 5, 2013 | Tickers: AGU, MON, POT, MOS

    A recent announcement by Russian potash producer Uralkali that it is exiting from Belarusian Potash Company, or BPC, joint venture has caused a significant correction in fertilizer stocks across the globe. Uralkali is the world's largest potash supplier with ~10.5 mt estimated sales for 2013. Until now, potash exports were dominated by Eastern European and North American companies, and their export joint ventures BPC and Canpotex were main more »

  • Activist Barry Rosenstein’s Cheap Stock Picks

    By Meena Krishnamsetty - August 2, 2013 | Tickers: AET, AGU, BIG

    JANA Partners, managed by Barry Rosenstein, is a value and activist hedge fund. It is one of the hundreds of hedge funds which Insider Monkey tracks in our database of quarterly 13F filings, a database we use to develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year more »

  • This Cash-Cow Nitrogen Fertilizer Business is Cheap

    By Anh HOANG - July 30, 2013 | Tickers: AGU, CF, POT

    Dan Loeb, the famous hedge fund manager, has successfully delivered sweet long-term returns for his investors by investing in attractive event-driven equity and credit opportunities around the world. Since its inception in December 1996, his fund, Third Point Offshore Fund, has generated a 17.8% annualized return, outperforming the S&P 500’s return of only 6.6%.

    According to his second quarter letter to shareholders, he initiated a long more »

  • The Drive For Higher Yields

    By Hussain Asghar - July 25, 2013 | Tickers: AGU, POT, MOS

    The year 2012 saw high growth in commodity prices, with some commodities surpassing the highs achieved in the 1970's. This price hike was due to a number of factors, including high input cost, rapid demand growth, slow growth in production and the drought in the US and certain areas of Europe. As per OECD-FAO Agricultural Outlook, the growth in agricultural production is expected to slowdown in the upcoming decade more »

  • Does Making Winter Driving Safer Make for a Safe Investment?

    By Mark Lin - July 23, 2013 | Tickers: AGU, CMP, MOS

    Companies with asset light business models have been favored by investors in recent times. But I prefer to own asset-heavy stocks, if the assets themselves are the source of structural competitive advantages that are not easily replicated. Based in Kansas, Compass Minerals International (NYSE: CMP), a producer of highway deicing salt and specialty fertilizer sold to customers in the U.S. & U.K. and farmers globally, is such a company more »

  • Is This Fertilizer Company a Good Stock to Buy?

    By Meena Krishnamsetty - July 21, 2013 | Tickers: AGU, CF, UAN, POT, MOS

    In mid July, $23 billion market cap fertilizer company Mosaic (NYSE: MOS), which provides both phosphate- and potash-based fertilizers, reported its financial results for the fiscal year ending in May 2013. The fiscal Q4 numbers showed a 5% decline in revenue versus a year earlier, which the company attributed to low demand in emerging markets (particularly India). Mosaic was able to reduce its costs more or less in line with more »

  • More Headwinds For Fertilizer Stocks

    By Vladimir Zernov - July 19, 2013 | Tickers: AGU, POT, MOS

    Each year, the population of Earth grows by 75 million people. It will grow by 2 billion by 2050. All those people need to be fed somehow. In the meantime, the quantity of land available for agriculture diminishes every year. Land turns into desert or just wears out due to bad farming practices. You could imagine these two facts must be super-bullish for agricultural stocks. If you have less land more »

  • Is This Company a Discount or a Trap?

    By Matthew Frankel - July 9, 2013 | Tickers: AGU, POT, MOS

    Mosaic (NYSE: MOS) is one of the world’s leading producers of concentrated phosphate and potash which are two key crop nutrients used in agriculture. Due to elevated global inventories and volatile raw material costs, the company’s earnings are expected to drop this year, which may create an interesting buying opportunity. Shares are down more than 67% from their 2008 peak, and have pulled back by 12% in the more »

  • 3 Agrochemical Companies Looking to Capitalize on Booming Fertilizer Demand

    By Shweta Dubey - June 26, 2013 | Tickers: AGU, CF, MOS

    With demand for food grains increasing, global demand for fertilizer is expected to increase at a CAGR 10.6% from $134 billion in 2010 to $223 billion in 2015. To monetize this opportunity, agrochemical companies are expanding their production capacity.

    Here are three agrochemical companies with expansion plans that might create opportunities for investors. 

    Acquisition for further expansion

    Agrium (NYSE: AGU) currently operates 1,200 retail centers across the world more »

  • Is BHP Billiton Jumping Into the Potash Market?

    By RJ Towner - June 20, 2013 | Tickers: AGU, BHP, POT, MOS

    Last week, rumors intensified regarding mining giant BHP Billiton (NYSE: BHP) and the firm’s prospective entry into the potash market. Because demand for potash (see image below) tends to be a bit more stable than the company’s other resources (namely iron ore), Valuentum can see why BHP would be interested in entering the market.

    Image Source: Potash

    As it is currently structured, the potash market is dominated by more »

  • This MLP Offers Almost Double-Digit Yield

    By Nur Tarkak - June 17, 2013 | Tickers: AGU, MON, POT, TNH

    Terra Nitrogen (NYSE: TNH) is one of the least known master limited partnerships in the market. Terra Nitrogen Company looks attractive at 9.32% yield with an annualized dividend of a whopping $18.72 per share. The current yield definitely outperforms the 10-year and 20-year US Treasury rates at 2.19% and 2.99%, respectively. This is also higher than the 10-year and 30-year US Municipal bond rates at 2 more »

  • 3 Stocks to Benefit From Rising Food Demand

    By Damian Illia - June 14, 2013 | Tickers: AGU, POT, MOS

    As the demand for crops and meat increases worldwide, especially in BRIC countries, grain prices should remain strong, leading to a greater use of fertilizers and chemicals in order to increase yields, revenues, and margins. In this context, crop nutrient suppliers seem poised to benefit.

    In this segment, as in many others, big, international companies offer the best prospects for the long-term. Consequently, I will look at three huge firms more »

  • 3 New Stocks on Credit Suisse's Focus List

    By Adem Tahiri - June 4, 2013 | Tickers: AGU, DFS, PVH

    A great place to look for new stock ideas is in Credit Suisse's "Focus List.” The Focus List has outperformed the S&P 500 in 6 of the past 9 years, sometimes by a wide margin.

    To clarify, the Focus List isn't simply stocks that Credit Suisse has a "buy" rating on. Much like Goldman Sachs' Conviction Buy List, the Focus List is a select small number of more »

  • Materials: A 3-Stock Portfolio

    By Federico Zaldua - June 3, 2013 | Tickers: AGU, CYT, ROC

    The materials sector is a supplier to all industries. From agribusiness to aerospace, there is no industry that does not demand technology from some of the companies I have chosen for this post or some of their peers. If you want to have some exposure to materials, I would recommend the following three-stock portfolio. The three companies named below offer a fair valuation with top-line future growth and good market more »

  • A Good Company With Great Growth Prospects

    By Piyush Arora - May 10, 2013 | Tickers: AGU, CF, MON

    Agriculture is one of the oldest industries in the world and is considered to be one of the most consistent and stable sectors, yielding steady returns over time. Last year’s drought in the U.S wreaked havoc on its crop yields, which led to the stellar financial performance of most agricultural companies. The weatherman is predicting that the dry spell isn’t over yet, which suggests that agriculture companies more »

  • How to Dig Out the Real Meat From an Earnings Report

    By Neha Chamaria - May 5, 2013 | Tickers: AGU, CF, POT, MOS

    PotashCorp’s (NYSE: POT) first-quarter report was a pleasant surprise. Revenue as well as profits inched up on strong domestic demand for nutrients. It refueled the market’s interest in the stock – It has already gained more than 3% in less than a week since the earnings announcement.

    Was everything really so good about PotashCorp’s numbers? Not quite. Ironically, investors of rival companies must feel greater excitement after PotashCorp more »

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