Be Wary Of Buying DuPont (DD) On This Dip

Despite a few choppy trading sessions last week, the bulls remain in the driver’s seat as made evident by the stock market’s largely uninterrupted ascent. Although price action continues to bolster major equity indexes higher, the economic data front is still mixed; retail sales offered some encouragement last week after beating expectations, while consumer sentiment and industrial production data came in worse-than-expected [for more commodity futures news and analysis subscribe to our free newsletter]. Traders wary of the steep rise in equity prices ought to take a closer look at chemical-manufacturer DuPont (DD), as this basic materials bellwether is sending signals of a potential trend reversal, in which case shorting this stock could pay off big once the next profit-taking wave comes around.

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An Open Letter To The CKX Lands, Inc. Management And Board Of Directors

By Nat Stewart of NAS Trading LLC Dear CKX Lands’ Inc. Management and board of directors: Over the years, you have done an admirable job as stewards of the CKX Lands Inc. (CKX) properties. I am impressed by the high level of stock ownership by the board of directors and by the meager salaries both executives and directors draw from the company. I was also impressed by the recent moves taken to improve corporate governance practices by removing potential conflicts of interest. All things considered, you have done a fine job, an admirable job, of leading CKX Lands, Inc [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Agriculture, Energy, Lumber, Natural Gas, Timber, WTI | Tagged | 1 Comment

Soybean Prices Set To Simmer

With applications in oils, animal feed and in our own meals, soybeans have become a staple crop in the U.S. and many other nations. While soybeans are originally from Southeast Asia, with Chinese farmers among the first to domesticate the crop, the U.S. currently both produces and exports more than any country in the world. But holding the majority of the world’s supply of this legume has made the U.S. extremely vulnerable to a new trend that looks to have a big impact on the commodity’s price [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Soybeans | Tagged , , | Leave a comment

BP Energy Report: U.S. Production On The Rise, Global Demand Slows

While the global economic slowdown has impacted nearly every corner of the investable universe, one commodity group that has been hit particularly hard has been energy. Oil, gas, coal, and even nuclear power have all fallen victim to sluggish economic growth and dwindling global demand. And in its annual energy report, BP takes a closer look at how exactly the global recession has impacted the supply and demand of some of the most widely-traded commodities on the market [for more energy news and analysis subscribe to our free newsletter].

Posted in Asset Allocation, Brent Oil, Coal, Commodity Futures, Data Releases, Energy, Gasoline, Natural Gas, Nuclear, WTI | Tagged | 1 Comment

Commodity Stocks Ripe For Bargain Shoppers: APC, VLO

Equity markets are slowly and surely finding their footing following the pullback seen in early June after Fed stimulus fears resurfaced. The continuation of upbeat economic data releases has made it hard to stay on the sidelines, although an improving outlook for the U.S. recovery is making some investors worried that the Fed’s “exit plans” could rattle confidence and spark a massive amount of profit-taking [for more commodity futures news and analysis subscribe to our free newsletter]. With more upside on the horizon, at least until the next Fed policy meeting in June, bargain shoppers remain on the prowl for attractive opportunities. As such, below we take a look at two big commodity stocks that are trending higher, highlighting two “buy on the dip” opportunities.

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Natural Gas Taking A Major Hit

Natural gas has been one of the most watched commodities of the past five years. After bottoming out following the 2008 recession, the fossil fuel has managed to claw back some of the ground it gave up. Many were hoping that this summer would solidify that run higher, but those who did had their expectations tempered, as the commodity has been among the worst performing over the last two weeks. Natural gas prices have dropped more than 9% since the end of May, as a number of factors have combined to hit prices hard [for more natural gas news and analysis subscribe to our free newsletter].

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Japanese Government Policy Sets Solar On Fire

As the years go on, more and more people are looking at alternative energy to be the wave of the future. While fossil fuels have long dominated the global energy space, the past few decades have seen major strides to bring other methods to the forefront. Solar energy has been among the most popular, as the industry has harnessed the sun’s power, utilizing photovoltaic modules that seem to get more efficient by the year. And now, the Japanese government is encouraging domestic businesses to ramp up their use of this renewable resource [for more solar news and analysis subscribe to our free newsletter].

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Roubini Forecasts 30% Drop For Gold Prices

Dr. Doom is back in the news, this time predicting the end of the gold bubble. While this claim may seem outlandish to some, analysts are hard pressed to ignore Nouriel Roubini, after his prediction of the 2008 financial crisis fell on deaf ears. The chairman of Roubini Global Economics and a professor at NYU Stern School of Business, Roubini has always had strong opinions on gold and the precious metals space ,and his newest sentiment for the metal is likely to cause many to reconsider their holdings [for more precious metal news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Commodity ETFs, Gold, Precious Metals | Tagged , , , | 3 Comments

Wheat Faces Potential Headwinds

When it comes to agricultural commodities, wheat is perhaps one of the most important crops, as this resource is a dietary staple throughout both the emerging market and developed world. Because of this dependence, wheat prices tend to exhibit significant volatility, which can be triggered by a wide array of issues; anything from supply disruptions to extreme weather can easily send the commodity into a tailspin [for more commodity futures news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Futures, Commodity Producers, Wheat | Tagged | Leave a comment

3 Commodity Stocks To Buy On The Dip: ENB, MON, ADM

Major U.S. equity benchmarks are looking to resume their ascent into uncharted territory following last week’s stretch of choppy trading. Although optimism is high on Wall Street, investors are having to digest mixed data that could encourage more profit taking over the coming sessions; ISM data from May hints of a contraction in the manufacturing sector while better-than-expected motor vehicle sales are resonating well among auto stocks and industrial metals [for more commodity futures news and analysis subscribe to our free newsletter]. Amid the recent pullback on Wall Street, bargain shoppers are on the prowl again in search of trending stocks at attractive levels. As such, below we take a look at three big commodity stocks that are trending higher, but have slipped in the last few trading sessions, thereby offering an attractive opportunity to “buy on the dip.”

Posted in Agriculture, Energy, Trading | Tagged , , | 1 Comment