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

Warren Buffett’s Commodity Stock Picks

Warren Buffett–the Oracle of Omaha–is one of the world’s most renowned investors, heralded for his simple yet effective valuation methods. As such, followers of the legendary investor pay close attention to when Buffett places big bets, and they hope that by following his stock picks, they will cash in on Buffett’s guru-like instincts [for more commodity stock news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity Producers, Energy, MLPs, Natural Gas, WTI | Tagged , , , , | Leave a comment

Earnings Preview: Good News For Oil, Bad News For Gold And Copper (SCCO, TRP, NEM, SU)

Earnings season for Q1 2013 is well on its way, with several bellwether commodity stocks already reporting better-than-expected results. Agribusiness giant Monsanto Company (MON) posted earnings that significantly beat out estimates: earnings rose 22%, while profits came in at $1.48 billion. Meanwhile, Halliburton (HAL) reported an unprofitable quarter, though the company added $1 billion to reserves tied to litigation involving the Deepwater Horizon rig explosion. Barrick Gold (ABX) also beat analyst expectations, clocking in an EPS of $0.86 [for more oil news and analysis subscribe to our free newsletter].

Posted in Commodity Producers, Copper, Earnings, Earnings Reports, Energy, Gold, Industrial Metals, Natural Gas, Precious Metals, WTI | Tagged , , , | 6 Comments

The Ultimate Guide To Natural Gas Investing

Natural gas is a gas that consists primarily of methane and is widely used as an energy source around the world. The natural resource is important for the creation of fertilizers, and is now used to power a wide variety of applications including automobiles. Supplies of natural gas are concentrated in a few regions of the world, and the fuel has historically been the source of political disputes in Eastern Europe and the Middle East as well as in the U.S. The place of natural gas in the domestic energy equation has been widely discussed in recent years, with many advocating for increased adoption as an alternative to crude oil products [see also The Guide To The Biggest Companies In Every Major Commodity Sector].

Posted in Commodity ETFs, Commodity Futures, Commodity Producers, Energy, Exclusive, Natural Gas | Tagged , , , , , , , , , , , , , , , , | 16 Comments