Tag Archives: Fertilizer
One stock for emerging market portfolios in 2012 (POT)
Traders will be asking themselves where to invest in 2012 over the coming days. One approach that seems to help is to look not only at what my family needs are but what the world’s growing population needs now and in the future.
Potash still a buy as Indian farmers talk boycott (POT, URALL, ICN)
India’s farmers are doing everything they can to curtail their use of potash and other fertilizers, but reports that consumption of these key soil additives is “tumbling” may be significantly exaggerated.
Brazilian bears still on the defensive (TSU, VALE, ABV, MPXEY)
Recent weeks have not been kind to bearish bets on the Bovespa, but the independent analysts at local firm Empiricus Research warn traders against being “fooled by a fallaciously pleasant October.”
China buys $260 million in Canadian potash permits
The Chinese were thwarted last year in their attempts to buy giant Canadian fertilizer producer PotashCorp, but that isn’t stopping them from picking up smaller potash assets where they can.
Mosaic results are rosy for the potash group
Much-anticipated numbers from Mosaic show that the fertilizer market remains healthy, with no drop-off in demand in sight. While Mosaic itself has problems, this is great news for its rivals.
Potash makers seize pricing power
Some of the world’s biggest fertilizer manufacturers are either raising their prices or flirting with the idea. This is a space where traders could afford to build even more bullish positions.
Fertilizer stocks should be busy today
Look for a note from Credit Suisse to give the fertilizer group a jolt this morning. Potash Corp., Agrium, and Israel Chemicals remain the best performers in this industry.
India is talking down potash prices
Analysts are fretting over whether high potash prices will create a once-a-decade plunge in fertilizer usage and demand for potash and other soil enrichment products. Don’t bet on it.
