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News Breaks | | | | February 27, 2013 | | 08:00 EDT |  | CF, AGU, POT, MOS | Fertilizer weakness on corn price concerns overdone, says Goldman
Goldman said corn price correction fears have been weighing on fertilizer stocks. The firm believes fears are overdone given major grain inventories are at levels that make a recovery likely, the USDA's outlook is overly optimistic, and pent-up demand will offset incremental production. The firm continues to recommend Mosaic (MOS) and Potash (POT) given leverage to potash and phosphate exposure and believes for CF Industries (CF) will underperform due to nitrogen exposure. | |
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News For AGU;MOS;POT;CF From The Last 14 Days Check below for free stories on AGU;MOS;POT;CF the last two weeks. |
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| May 20, 2013 | | 10:11 EDT |  | CF | On The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Artisan Partners (APAM) downgraded to Market Perform from Outperform at Keefe Bruyette... Bank of America (BAC) downgraded to Market Perform from Outperform at Keefe Bruyette... Bed Bath & Beyond (BBBY) downgraded to Hold from Buy at Jefferies... BlackRock (BLK) downgraded to Market Perform from Outperform at Keefe Bruyette... Cavium (CAVM) downgraded to Market Perform from Outperform at JMP Securities... Charles Schwab (SCHW) downgraded to Underperform from Market Perform at Keefe Bruyette... Dunkin' Brands (DNKN) downgraded to Neutral from Buy at Longbow... Equifax (EFX) downgraded to Neutral from Buy at Goldman... Leap Wireless (LEAP) downgraded to Sell from Hold at Deutsche Bank... Lowe's (LOW) downgraded to Perform from Outperform at Oppenheimer... MicroStrategy (MSTR) downgraded to Market Perform from Outperform at JMP Securities... NetApp (NTAP) downgraded to Underperform from Neutral at RW Baird... NeuStar (NSR) downgraded to Neutral from Buy at Goldman... Red Hat (RHT) downgraded to Market Perform from Outperform at BMO Capital... Ruby Tuesday (RT) downgraded to Market Perform from Outperform at Wells Fargo... Synovus (SNV) downgraded to Sell from Neutral at Goldman... TD Ameritrade (AMTD) downgraded to Underperform from Market Perform at Keefe Bruyette... Thoratec (THOR) downgraded to Neutral from Buy at Goldman... CF Industries (CF) downgraded to Hold from Buy at Miller Tabak... Children's Place (PLCE) downgraded at Susquehanna... CarMax (KMX) downgraded to Market Perform from Outperform at William Blair... SanDisk (SNDK) downgraded to Neutral from Buy at Nomura... Red Hat (RHT) downgraded at BMO Capital... Rex Energy (REXX) downgraded to Hold from Buy at Stifel... Range Resources (RRC) downgraded to Hold from Buy at Stifel... Kansas City Southern (KSU) downgraded to Sell from Hold at Stifel... Capella Education (CPLA) downgraded to Hold from Buy at Stifel. | | | 08:33 EDT | | CF | CF Industries downgraded to Hold from Buy at Miller Tabak
Miller Tabak downgraded CF Industries due to valuation. Price target remains $220. | | | 08:04 EDT |  | POT, AGU, CF | BofA/Merrill's U.S. chemicals analyst holds an analyst/industry conference call
 Subscribe for More Information | | | May 16, 2013 | | 09:17 EDT |  | POT | Potash upgraded to Buy from Hold at BGC Partners
Price target raised to $49. | | | May 15, 2013 | | 17:21 EDT |  | POT | Potash increases quarterly dividend 25% to 35c per share
Subscribe for More Information | | | 17:03 EDT | | CF | Soros gives quarterly update on stakes
NEW STAKES: MeadWestvaco (MWV), Brocade (BRCD), Red Hat (RHT), Liberty Global (LBTYK), and VMware (VMW). INCREASED STAKES: Google (GOOG), Liberty Global (LBTYA), EQT Corp (EQT), Charter (CHTR), and US Airways (LCC). DECREASED STAKES: Citigroup (C), AIG (AIG), Apple (AAPL), Invesco (IVZ), and Motorola Solutions (MSI). LIQUIDATED STAKES: JPMorgan (JPM), General Electric (GE), CF Industries (CF), Morgan Stanley (MS), and Capital One (COF). | | | 07:31 EDT | | AGU, CF, MOS | BMO Capital to host a conference
Subscribe for More Information | | | May 14, 2013 | | 13:55 EDT | | POT | Potash CEO says will be focused on returning cash to shareholders
The company cites healthy free cash flow. | | | 13:37 EDT | | POT | Potash CEO sees 2013 as a recovery year for potash
Subscribe for More Information | | | 13:10 EDT | | MOS | Mosaic would resume potash expansion if BHP cancels Jansen project, Reuters says
Subscribe for More Information | | | | May 13, 2013 | | 14:45 EDT | | MOS | Mosaic shares defended at Citigroup
Subscribe for More Information | | | 13:28 EDT | | MOS | Mosaic lower after deferring potash expansion
Mosaic, which produces and markets phosphate and potash crop nutrients for the agriculture industry, is trading lower after saying it is scaling back its potash expansion on a company conference call. WHAT'S NOTABLE: Mosaic CFO Larry Stranghoener said the company is deferring a project to add 2M metric tons a year of potash production capacity. Stranghoener added that the company will reassess market conditions within the next 12 to 24 months and "make a determination at that time whether those projects are warranted." PRICE ACTION: Mosaic shares are trading down $2.23 or 3.52% to $61.05 in afternoon trading. | | | May 10, 2013 | | 08:47 EDT | | CF | CF Industries price target raised to $295 from $280 at Susquehanna
Subscribe for More Information | | | 08:31 EDT | | CF | CF Industries upside limited, says Cowen
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