Agrium, Inc. (USA)

  • 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 »

  • Should We Follow JANA Partners Into This Stock?

    By Anh HOANG - May 2, 2013 | Tickers: AGU, ASH, ROC

    JANA Partners, managed by famous activist investor Barry Rosenstein, is putting pressure on global specialty chemical corporation, Ashland (NYSE: ASH), by accumulating a 7.4% stake in the company. Barry Rosenstein thinks that the company is undervalued at its current trading price.

    According to Reuters, with a 7.4% stake, JANA Partners is now the second largest shareholder in the company. Since the bottom of 2009, Ashland has rallied impressively more »

  • JANA Partners Strikes Again

    By Marshall Hargrave - April 24, 2013 | Tickers: AGU, ASH, MPC

    Ashland (NYSE: ASH) is climbing after activist investment firm JANA Partners disclosed that it owns 5.8 million Ashland shares and options. This amounts to a 7.4% stake in the company. The stock rose $7.83, or 9.9%, to $86.66 in recent days after the stake was disclosed. This makes JANA the largest hedge fund owner of Ashland, jumping Atlantic Investment, which owned 2.4 million shares more »

  • Growth Opportunity in This Seed Seller

    By Ryan Palmer - April 17, 2013 | Tickers: AGU, POT, TNH

    Agrium(NYSE: AGU) is in the business of creating and maintaining growth, literally. This $14.4 billion company is America's largest supplier of agricultural inputs, the products needed to create and maintain crops.

    Last year, the company posted record revenue, gross profit, and EBITDA. Value cannot be determined just by looking at past results. But, in many instances, information from the past is useful for predicting future earnings growth more »

  • An Insider Bought Shares of This Fertilizer Stock

    By Meena Krishnamsetty - April 11, 2013 | Tickers: AGU, CF, MON, POT, MOS

    A Form 4 filed with the SEC has disclosed that Emery Koenig, a member of the Board of Directors at Mosaic (NYSE: MOS), purchased 2,000 shares of stock on April 3 at an average price of $58.22 per share. Koenig now directly owns 3,000 shares and so this is a large percentage increase in his holdings as well as an investment of over $100,000. The principles more »

  • Food for Thought

    By Michael Ugulini - April 10, 2013 | Tickers: AGU, MON, POT

    A recent statement by Mr. Mike Wilson, president and chief executive officer of Agrium (NYSE: AGU), had me thinking of the potential that exists concerning investments in the agricultural chemicals industry in the basic materials sector.

    In February, he said:  

    The unrelenting global demand for food has continued to pressure global grain supplies, leading to continued strength in crop prices. We believe there is a compelling economic incentive for growers more »

  • Buy Monsanto: It Has Solid Long-Term Prospects

    By Anindya Batabyal - April 10, 2013 | Tickers: AGU, AVD, MON

    Monsanto (NYSE: MON), the world's biggest seeds company, announced impressive quarterly results in recent weeks, with the country's agricultural prospects gradually improving.

    US farmers have a tall order this year. Rick Tolman, the National Corn Growers Association CEO, believes global demand for US corn puts pressure on America’s farmers to grow a big crop. "We had a once-in-50-year drought. We don't expect that to happen again more »

  • Growth Opportunity in This Seed Seller

    By Ryan Palmer - April 7, 2013 | Tickers: AGU, POT, TNH

    Agrium (NYSE: AGU) is in the business of creating and maintaining growth, literally. This 14.4 billion dollar company is America's largest supplier of agricultural inputs, the products needed to create and maintain crops. Last year brought records in revenue, gross profit and EBITDA. A company's value cannot be determined just by looking at past results. But in many instances information from the past proves useful in predicting more »

  • It's Time To Buy This Seasonal Stock

    By Piyush Arora - April 6, 2013 | Tickers: AGU, CF, POT, MOS

    If a drought destroys fortunes, it also builds fortunes. Last year’s drought wreaked havoc on crop yields in the U.S., after which crop prices skyrocketed. This year is turning out no differently, and weather experts predict that the dry spell could extend until summer. According to the U.S. drought monitor, recent showers have reduced the drought impact in certain states, but conditions have intensified in the central more »

  • Buy Monsanto: It Has Solid Long-Term Prospects

    By Anindya Batabyal - April 4, 2013 | Tickers: AGU, AVD, DD, MON

    Monsanto (NYSE: MON), the world's biggest seeds company, announced its quarterly results on Wednesday. The company reported $2.73 EPS for the previous quarter, beating the Thomson Reuters consensus estimate of $2.58 EPS by $0.15. The company had revenue of $5.47 billion for the quarter, compared to the consensus estimate of $5.29 billion. During the same quarter in the prior year, the company posted $2 more »

  • Its Time To Buy This Seasonal Stock

    By Piyush Arora - April 4, 2013 | Tickers: AGU, CF, POT, MOS

    If a drought destroys fortunes, it also builds fortunes. Last year’s drought wreaked havoc on crop yields in the U.S., after which crop prices skyrocketed. This year is turning out no differently, and weather experts predict that the dry spell could extend until summer. According to the U.S. drought monitor, recent showers have reduced the drought impact in certain states, but conditions have intensified in the central more »

  • Food for Thought

    By Michael Ugulini - April 3, 2013 | Tickers: AGU, MON, POT

    A recent statement by Mr. Mike Wilson, President and Chief Executive Officer of Agrium Inc. (NYSE: AGU), had me thinking of the potential that exists concerning investments in the Agricultural Chemicals industry in the Basic Materials sector.

    In February of this year, he said, "The unrelenting global demand for food has continued to pressure global grain supplies, leading to continued strength in crop prices. We believe there is a compelling more »

  • The Ultimate Guide to Buying Fertilizer Stocks

    By Neha Chamaria - April 2, 2013 | Tickers: AGU, CF, UAN, POT, RNF

    Sometimes it pays to just pay attention to the boring things in life. Think health food. Think farming. Or think of stuff that’s behind those corn fritters and tortillas on your plate. Unexciting as they may sound, but if it weren't  for fertilizers, you would hardly get to eat anything!

    So as a prudent investor, you should start weighing fertilizer stocks as well if you still haven’t more »

  • Why This Stock Is Poised to Hit a New High Next Week

    By Neha Chamaria - March 26, 2013 | Tickers: AGU, DD, MON, SYT, DOW

    It’s been a matter of days since Monsanto’s (NYSE: MON) stock hit a new high. The seed giant’s top and bottom line growth last year were far better than that of its peers, and the company also sports solid financials.

    The already bullish markets might just get another reason to pump Monsanto’s shares up even further next week when the company turns up with its second-quarter more »

  • Reading Between the Lines of PotashCorp's Pursuit of Israel Chemicals

    By Peter Epstein - March 26, 2013 | Tickers: AGU, BHP, POT, MOS

    Why is PotashCorp looking to Israel for growth?

    I find it very interesting that PotashCorp (NYSE: POT) is looking to acquire more potash production in Israel, not in its home base of Saskatchewan. The proposed deal in Israel is not especially cheap for PotashCorp. Yet, the company is choosing this option over acquiring any of the three emerging potash producers in the province, Karnalyte Resources, Ecanto Potash, and Western Potash more »

  • Is Potash Set to Grow With Global Agriculture?

    By Meena Krishnamsetty - March 25, 2013 | Tickers: AGU, CF, MON, POT, MOS

    The world population continues to grow, which increases the demand for agricultural products; income per person, particularly in less developed countries, also continues to grow, which should increase demand for meat (which is more agriculturally intensive since livestock must be fed agricultural products in turn). As a result, many macro investors are bullish on farmland, agriculture, and related investments. Potash (NYSE: POT), a $34 billion market cap manufacturer of fertilizers more »

  • Is Your Favorite Stock About to Fizzle?

    By Neha Chamaria - March 15, 2013 | Tickers: AGU, CF, IPI, POT, MOS

    One industry that grabbed eyeballs as 2013 kicked off was fertilizers. Companies dealing in potash were at the forefront as deals flew in from two of the most important markets for the nutrient. The contracts that the cartel Canpotex, which includes PotashCorp (NYSE: POT), Mosaic (NYSE: MOS), and Agrium (NYSE: AGU), bagged from China and India early this year is kind of old news by now. But its repercussions still more »

  • Billionaire Dan Loeb’s Cheap Stock Picks

    By Meena Krishnamsetty - March 12, 2013 | Tickers: AGU, DLPH, HLF, MUR, TSO

    Dan Loeb of Third Point has become a billionaire due to his success in both value investing and as an activist shareholder. The most comprehensive picture of what Third Point or any other hedge fund owns comes in the form of quarterly 13F filings (see the list of stocks Third Point most recently reported owning); we use these disclosures to analyze individual managers’ stock picks as well as to develop more »

  • Why You Can't Get Warren Buffett's Deals

    By Ash Anderson - March 11, 2013 | Tickers: AGU, VFC, YUM

    Warren Buffett got a pretty incredible deal on his buyout of ketchup maker Heinz, and he'll receive a 9% yield for holding it. Unfortunately, you can't get the same kind of sweetheart deals. But you can enjoy the same kind of returns Buffett's had over the years, as long as you follow three simple rules.

    Finding stocks the Buffett way

    First, buy for the long term. Second more »

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