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Mosaic earnings say it’s still too early to buy fertilizer stocks
Mosaic’s (MOS) fiscal fourth quarter earnings report, released on July 16, sums up the problems facing global fertilizer producers. The company reported strong sales by volume for phosphate and potash...
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Stock pick Potash: Volumes up but earnings down so still too early to buy
Exactly what was going on with Potash of Saskatchewan’s (POT) second quarter earnings on July 25? On the one hand, the company missed the consensus Wall Street forecast by 7 cents as share and lowered...
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Potash cartel cracks leading to rout in fertilizer stocks
The danger was clearly implied in Potash of Saskatchewan’s (POT) July 25 earnings results. Potash volumes were up, the company reported, but prices were down—and the implication was that pricing...
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Russian deal could put an end to potash fertilizer price war
Shares of producers of potash fertilizer have popped today on news that Russian tycoon Suleiman Kerimov will sell his stake in potash producer Uralkali to investor Vladimir Kogan for $3.7 billion. The...
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Deere guidance points to down year for farm incomes, farm stocks
Good news from Deere (DE) on fiscal first quarter 2014 earnings. The company announced earnings of $1.81 cents a share, 28 cents a share above the Wall Street consensus on revenue of $6.95 billion....
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Update Deere–rate this long-term pick as “untimely” now
Update February 20. As bad as the first quarter earnings report Deere (DE) delivered on Friday, February 19, was, I’d argue that its take on the farm sector was even darker. For the first quarter farm,...
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