2 Commodity Stocks to Buy on the Dip: POT, EQT

Major equity indexes have continued their seemingly perpetual ascent, although the last few legs higher have been accompanied by an uptick in volatility. The recent choppiness in the market amid all-time highs has yet again prompted countless pundits to forecast that a steep correction is just around the corner [for more commodity futures news and analysis subscribe to our free newsletter].

Posted in Spotlight, Trading | Tagged , | 1 Comment

Q1 2014 Earnings on Tap: Potash, Miners, and Agribusinesses Report

The first quarter earnings season of 2014 is well on its way, with several bellwethers reporting both hits and misses. On the commodity producer front, Alcoa (AA) kicked off the season. AA reported revenues of $5.45 billion, below the expected $5.56 billion, and earnings of $0.09 per share, which managed to beat analyst estimates of $0.05. Agribusiness giant Monsanto (MON) managed to beat both EPS and revenue estimates, posting quarterly revenues of $5.83 billion and earnings of $3.15 per share [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity Producers, Copper, Earnings, Energy, Industrial Metals | Tagged , , , , , , | Leave a comment

2 Commodity Stocks to Sell on the Next Pop: MOS, POT

Major U.S. equity indexes have managed to snap the losing streak that plagued markets since the New Year and February is off to a very green start. Upbeat corporate earnings have helped fuel the rebound on Wall Street while a relatively quiet political front has also helped to bring back certainty. Last month’s employment report was a mixed bag, and although investors reacted positively in light of  “oversold” conditions at the time, the next labor market data release will likely be scrutinized more heavily as investors look for clues surrounding the Fed’s next move [for more commodity futures news and analysis subscribe to our free newsletter].

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2 Commodity Stocks to Sell on the Next Pop: FTI, POT

Bullish forces continue to prevail on Wall Street thanks to upbeat economic data releases coupled with persistent expectations that the Federal Reserve’s monetary policy will remain unchanged in the foreseeable future. To top it off, stock have enjoyed a largely news- and drama-free landscape over the past two weeks, allowing for sentiment levels to remain elevated alongside equity markets [for more commodity futures news and analysis subscribe to our free newsletter]. Amid the ongoing “No-Taper” rally at home, many remain hesitant to jump in long ahead of the much awaited “Santa Claus” rally as the end of 2013 inches closer. As such, below we highlight two commodity stocks that may offer an attractive short selling opportunity for those looking to bet against some of the stellar run-ups already seen across Wall Street.

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

2 Commodity Stocks To Sell On The Pop: KMI, POT

Buyers remain in the driver’s seat with the gas pedal to the floor. Hopeful bears were rudely reminded of the main price driver at hand last week when new Fed Chairwoman Yellen managed to bolster markets higher after she reassured investors that monetary policy will remain accomodative for the foreseeable future [for more commodity futures news and analysis subscribe to our free newsletter]. Amid the ongoing “No-Taper” rally at home, many remain hesitant to jump in long  ahead of the silently approaching federal government funding deadline on January 15th, 2014. As such, below we highlight two commodity stocks that may offer an attractive short selling opportunity for those looking to bet against some of the stellar run-ups already seen across Wall Street.

Posted in Agriculture, Energy, Trading | Tagged , | Leave a comment

Beware Of A Dead Cat Bounce In Fertilizer Stocks (MON, POT, MOS)

Stocks have recovered from the “taper” scare and the bulls are back in the driver’s seat, although sluggish growth in Japan coupled with worse-than-expected retail sales at home may bring out the bears before this trading week is over. Major equity indexes continue to grind sideways as investors remain hesitant to push strongly in either direction; looming seat changes on the board of the Federal Reserve coupled with Congress re-opening the budget debate in September have given some investors plenty of reasons to avoid jumping in long amid the ongoing euphoria [for more commodity futures news and analysis subscribe to our free newsletter].

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Why Fertilizer Stocks Sank 20% Yesterday

The world of fertilizer stocks took a major tumble yesterday as the commodity segment dominated the headlines. Major fertilizer firms like Potash (POT) and Mosaic (MOS) watched their stocks tumble as much as 20% throughout the day, accompanied by trading volumes far above average. The hit came after a major development involving a Russian company and the potash cartels that have long controlled the price for the potassium-based fertilizer product [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, News and Current Events | Tagged , , | Leave a comment

U.S. Heatwave Draws Comparisons to 2012

Déjà vu all over again. It was about this time last year that much of the U.S. was engulfed in a crushing heatwave that injected a fair amount of volatility into the commodity world; namely in the agriculture markets. With the U.S. dominating the production of a number of big name crops, the recent heatwave has caught the attention of a number investors looking to cash in on the trend [for more agricultural commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Corn, News and Current Events, Soybeans, Wheat | Tagged , , , , | Leave a comment

Why Jim Rogers Still Loves Agricultural Commodities

Given all of the turmoil in markets this year, we have seen a number of investors change their positions on statements made in the past. Jim Rogers, for example, has now stated that he is looking into investing in Russia after snubbing the country for his entire investing life. But there is one thing that Rogers is still as bullish as ever on, agricultural commodities. It has been no secret that he has been a fan of these hard assets for quite some time, but a recent interview shows that he still loves these commodities and is as bullish as ever [for more agricultural news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Agriculture, Asset Allocation, Cocoa, Coffee, Commodity ETFs, Corn, Cotton, Soybeans, Sugar, Wheat | Tagged , , , | 9 Comments

Top 5 Global Agriculture Stocks By Market Cap

For years, investors have been touting the lucrative opportunities that can be found in the agricultural sector. Legendary investor Jim Rogers is perhaps best known for his love of this industry, as he believes that agricultural prices are still depressed and that the current ‘commodity supercycle’ still has another 10 to 15 years to go before it runs out.  And given  the insatiable demand from rising Asian nations, as well as rapid population growth in the near future, the winds appear to be at the backs of various agricultural commodities and their producers for years to come. For those who have a bullish outlook on the agricultural industry, we outline five of the biggest agribusiness companies by market cap [for more gold news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity Producers | Tagged , , , , | 1 Comment
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