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News Breaks
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February 9, 2012
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| 09:45 EDT |  | AGU, ADM, CF, MON, SYT, IPI, DD, DE, MOS, BG, ANDE, CMP, CPO, POT, CNH |
| theflyonthewall.com: | Department of Agriculture sees corn stocks lower, narrow average price range | | The Department of Agriculture lowered its projection for U.S. feed grain ending stocks for 2011/12, citing corn and oats imports being more than offset by higher expected corn exports. Corn ending stocks projections were dropped 45M bushels, to 801M. Season average farm corn price forecast was narrowed 10c on both ends of the range, to $5.80-$6.60 per bushel. Global coarse grain supplies for 2011/12 are projected 3.1M tons lower, on reduced corn production from Argentina and Paraguay. Reference Link :theflyonthewall.com |
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News For CNH;BG;SYT;POT;MOS;MON;CPO;DE;CF;CMP;DD;ADM;ANDE;IPI;AGU From The Last 14 Days Check below for free stories on CNH;BG;SYT;POT;MOS;MON;CPO;DE;CF;CMP;DD;ADM;ANDE;IPI;AGU the last two weeks.
There are 43 items on the Fly with pertinent information.
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May 24, 2012
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| 16:40 EDT | | BG |
| theflyonthewall.com: | Bunge raises quarterly dividend from 25c to 27c | | Bunge announced that its board has approved an increase in the company's regular quarterly cash dividend, from 25c to 27c per common share. The new dividend is payable on September 4, to shareholders of record on August 21. :theflyonthewall.com |
| | 09:03 EDT | | DD |
| theflyonthewall.com: | DuPont Nutrition & Health, Seegene in joint development agreement | | Seegene, a developer of multiplex molecular technologies and diagnostic tests, and DuPont Nutrition & Health, a provider of rapid, molecular diagnostic systems, have agreed to jointly develop new, highly multiplexed assays for the detection of foodborne pathogens. :theflyonthewall.com |
| | 07:29 EDT |  | MOS |
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May 23, 2012
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| 10:27 EDT |  | BG |
| | 08:10 EDT | | IPI, MON |
| | 07:20 EDT | | MON |
| | 06:30 EDT | | BG |
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May 22, 2012
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| 07:40 EDT | | CPO |
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May 20, 2012
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| 10:41 EDT |  | POT |
| theflyonthewall.com: | Chinese premier call for more growth support, Reuters says | | In comments reported by state news agency Xinhua, China's premier Wen Jiabao called for more efforts to support growth, says Reuters. Reference Link :theflyonthewall.com |
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May 18, 2012
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| 07:58 EDT | | SYT, MON, DD |
| | 06:06 EDT | | MON |
| | 06:04 EDT | | SYT |
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May 17, 2012
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| 11:50 EDT | | POT, AGU, MOS |
| | 09:43 EDT |  | DE |
| | 08:02 EDT | | SYT |
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May 16, 2012
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| 12:15 EDT | | MON, ADM, DE, BG |
| theflyonthewall.com: | U.S. farmland prices surging, FT says | | Prices for non-irrigated U.S. farmland were up 25% in Q1, year over year, noted the The Kansas Fed, stirring concern of a U.S. farmland bubble, says the Financial Times. Reference Link :theflyonthewall.com |
| | 10:26 EDT | | DE |
| | 10:12 EDT | | DE |
| | 08:51 EDT | | AGU |
| | 07:38 EDT | | DE, CMP, CNH, MOS, CPO, MON, DD, IPI, POT, ANDE, BG, SYT, AGU, CF, ADM |
| theflyonthewall.com: | Deere expects increased crop production in China in 2012 | | In China, Deere sees strong grain prices leading to positive farm income and strong government support of agricultural mechanization. In the Commonwealth of Independent States, Deere sees ongoing business optimism leading to increased investments, especially in Russia and Kazakhstan. In India, Deere sees commodity prices to soften against 2011 but remain elevated due to strong demand and increased focus from government for farm mechanization. :theflyonthewall.com |
| | 07:35 EDT | | AGU, CF, ADM, MOS, CMP, IPI, DE, SYT, DD, ANDE, BG, MON, CNH, CPO, POT |
| theflyonthewall.com: | Deere sees EU 27 farm income above long-term average levels | | Says optimism continues in EU 27 Agricultural sector and demand for agricultural equipment remains strong. Says sovereign debt and fiscal issues concentrated in Southern Europe, not key agricultural markets. Comments taken from presentation slides for Q2 earnings conference call. :theflyonthewall.com |
| | 07:31 EDT | | IPI, BG, MON, AGU, ADM, MOS, POT, DE, CMP, SYT, CF, DD, CNH, ANDE, CPO |
| theflyonthewall.com: | Deere sees U.S. corn, wheat acres planted growing from 2011/12 to 12/13 | | Deere sees corn acres planted 91.9M in 2011/12 and 95.5M in 2012/13. Sees wheat acres planted 54.4M in 2011/12 and 55.9M in 2012/13. Sees soybean acres planted 75.0M in 2011/12 and 74.9M in 2012/13. Sees crop yields for all three commodities growing from 11/12 to 12/13. :theflyonthewall.com |
| | 07:28 EDT | | CF, AGU, CMP, POT, CPO, ADM, CNH, SYT, MOS, DE, MON, DD, ANDE, BG, IPI |
| | 07:06 EDT |  | DE |
| | 07:05 EDT | | DE |
| theflyonthewall.com: | Deere sees Q3 equipment sales up 25%; FY12 equipment sales up 15% | | :theflyonthewall.com |
| | 07:04 EDT | | DE |
| | 07:03 EDT | | DE |
| theflyonthewall.com: | Deere says results a reflection of positive conditions in global farm economy |
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| | 07:01 EDT | | DE |
| theflyonthewall.com: | Deere reports Q2 EPS $2.61, consensus $2.53 | | Reports Q2 revenue $10.01B, consensus $9.7B :theflyonthewall.com |
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May 15, 2012
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| 15:08 EDT | | DE |
| | 14:18 EDT | | CF |
| | 14:17 EDT | | CF |
| theflyonthewall.com: | CF Industries says feed studies underway on announced projects | | :theflyonthewall.com |
| | 14:04 EDT | | CF |
| theflyonthewall.com: | CF Industries says low natural gas prices are competitive advantage | | Comment from CF Industries at BMO Capital Markets Farm to Market Conference. :theflyonthewall.com |
| | 10:41 EDT | | CPO |
| theflyonthewall.com: | Corn Products shareholders approve name change to Ingredion | | Corn Products International (CPO) announced that its new name, Ingredion Incorporated, has been approved by its stockholders. Beginning June 4, 2012, Corn Products will be listed on the New York Stock Exchange as Ingredion (INGR). :theflyonthewall.com |
| | 09:33 EDT | | MON |
| | 07:15 EDT | | AGU, ADM, CMP, CF, IPI, POT, BG |
| theflyonthewall.com: | BMO Capital to host a conference | | 2012 Farm to Market Conference is being held in New York on May 15-16 with webcasted company presentations to begin on May 15 at 8 am; not all company presentations may be webcasted. Webcast Link :theflyonthewall.com |
| | 06:59 EDT | | DD |
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May 14, 2012
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| 07:35 EDT | | SYT |
| theflyonthewall.com: | Deutsche Bank to host a conference | | German, Swiss & Austrian Conference is being held in Frankfurt, Germany on May 14-16. :theflyonthewall.com |
| | 05:03 EDT | | SYT |
| theflyonthewall.com: | Syngenta and Devgen enter insect control research partnership | | Syngenta and Devgen announced a six-year global license and research agreement. The partnership will enable Syngenta to add RNA interference (RNAi) technology to its crop protection pipeline. As of April 2013, the two companies will jointly develop new biological insect control solutions based on RNAi technology. Under the agreement, Syngenta will develop and commercialize sprayable RNAi-based crop protection products originating from Devgen. Devgen will bolster its research activities through funding and royalties from Syngenta, consisting of an upfront technology access payment of EUR22M and EUR4.8M per year to fund research over the course of the agreement. Devgen is eligible to receive royalties from Syngenta on sales of developed products. :theflyonthewall.com |
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May 13, 2012
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| 15:33 EDT | | DE |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer laid out his game plan for the week of May 14, ahead of Facebook's (FB) IPO on Friday. (Monday) Groupon (GRPN) reports, Cramer said this stock shows us just what can go wrong with a red hot technology-related IPO. He said to stay away. (Tuesday) A slew of retail earnings, including JC Penney (JCP), Dick'' Sporting Goods (DKS), Saks (SKS), TJX Stores (TJX) and Home Depot (HD). Cramer was bullish on TJX and Home Depot, but told investors to steer clear of the others for now. (Wednesday) earnings include John Deere (DE) a perpetually downbeat conference call, Target (TGT) a retailer whose prospects are looking up, along with two restaurants Jack in the Box (JACK) and Red Robin (RRBG). Cramer said he's intrigued by Target, but would only listen to the two burger chains'' results. (Thursday) Reporting: Ross Stores (ROST), Gap Stores (GPS) and Dollar Tree (DLTR), along with cloud computing giant Salesforce.com (CRM). Cramer said to buy any of the retailers on weakness, but only pickup Salesforce if the weakness is severe. (Friday) the expected IPO of Facebook (FB) and Cramer once again told investors to get in on the IPO, if they can, but absolutely do not buy any shares in the aftermarket. Next, Cramer said he's always a fan of companies unlocking value by splitting themselves up. In a case like Marathon Oil (MRO), shares rose 30% from the time the deal was announced until the split actually occurred earlier this year. But once the split happens, cautioned Cramer, the opportunity comes to an end. Now ConocoPhillips (COP) has spun off its Phillips 66 (PSX) refining and pipeline assets, the company is only growing at 3% to 5% a year, hardly enough to get excited about., Cramer says. He prefers Chevron (CVX), which offers a smaller dividend but also more growth. Investors looking for even more upside should consider EOG Resources (EOG) or an oil pipeline like Kinder Morgan Energy Partners (KMP). Bottom-line: Cramer said that he's not a buyer of either half of the old Conoco and told investors that this opportunity, like most other break up stories, has come to an end. Then, Cramer put the energy drink maker Monster Beverage (MNST) through his 10-step prism to find out if its a turbo-charged company or just an over-caffeinated stock. Weighing all the pros and cons, Cramer said that he would invest in Monster only as a speculative stock. He also recommended using deep-in-the-money call options as a stock replacement strategy to limit the downside risk. MAD MAIL: Medtronic (MDT) is dead money and there are better places to invest. Cramer prefers Energy Transfer Partners (ETP) instead of Inergy (NRGY). Conns (CONN) too risky. Cramer is only recommending a few oil stocks and not Carrizo (CRZO). Bearish on Windstream Communications (WIN). Abbott Labs (ABT) is his favorite drug stock. NO HUDDLE OFFENSE: Cramer sounded off on the JPMorgan Chase (JPM)) bad-trade debacle. Cramer suggested JPM CEO Jamie Dimon give up his bonus as a gesture of good will toward shareholders. LIGHTNING ROUND: (Bullish) DOW; CCE; HBAN, buy under $6. (Bearish) UPL; BGCP; BRCD; ERF.Reference Link :theflyonthewall.com |
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May 12, 2012
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| 11:56 EDT | | DD, MOS |
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May 11, 2012
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| 11:22 EDT |  | MOS |
| theflyonthewall.com: | Mosaic calls active on renewed takeover chatter | | Mosaic May 50 and 52 calls are active on total call volume of 5K contracts (2K puts). May call option implied volatility is at 34, June is at 38; compared to its 26-week average of 39 according to Track Data. Active call volume suggests traders positioning for larger price movement for this frequent takeover chatter name. :theflyonthewall.com |
| | 07:57 EDT | | SYT |
| | 04:59 EDT | | DE |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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