Company Overview and News

Intrepid Potash: Still Significantly Undervalued By The Market

16h seekingalpha
My investment colleague and I have been following Intrepid Potash's (IPI) journey for over a year. We posted an early article when the stock was priced for bankruptcy and shares were trading around $1.09. It has since hit a new 52-week high above $5 a share, then fell to down to $3.30 after the latest earnings report, which we noted was actually a strong quarter for the company.

Why Analysts Are Warming Up to Fertilizer Stocks

2018-05-18 marketrealist
On May 15, CF Industries (CF) received price target upgrades from two major investment firms. Stifel Nicolaus raised its price target to $43 from $37, and Morgan Stanley raised its price target to $37 from $24. CF Industries and Mosaic (MOS) are the two largest fertilizer companies, producing nitrogen and phosphate fertilizers, respectively. Looking at their drivers for growth could offer insights into the recent upgrades.

Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2018 Update

2018-05-17 seekingalpha
Fairfax Financial’s largest five stakes are BlackBerry, Resolute Forest Products, Kennedy-Wilson, USG, and Intrepid Potash. They together account for ~85% of the US long assets.

Is Stephens Getting More Bullish on Intrepid Potash?

2018-05-14 marketrealist
Intrepid Potash (IPI) reported its earnings on April 24 before the market opened. The company reported EPS (earnings per share) of $0.01, missing the analyst estimate of $0.02 per share. The stock closed at $4.09 and is trading almost 1.4% lower since the company reported its earnings.

How Analysts Rate Agribusiness Stocks in May

2018-05-11 marketrealist
With earnings for most of the agribusiness stocks (MOO) behind us, it’s time to look at how analysts’ ratings and price targets for some of those companies have changed in light of new information from earnings and management guidance. But before that, let’s look at how some of the agribusiness stocks have performed so far.

KW / Kennedy-Wilson Holdings, Inc. - Stock Institutional Ownership and Shareholders -

Kennedy-Wilson Holdings, Inc. (NYSE:KW) has 196 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 136,955,790 shares. Largest shareholders include Fairfax Financial Holdings Ltd/ Can, Vanguard Group Inc, BlackRock Inc., Wellington Management Group LLP, Franklin Resources Inc, Soros Fund Management Llc, Elkhorn Partners Limited Partnership, TimesSquare Capital Management, LLC, Fiduciary Management Inc /wi/, and Goldman Sachs Group Inc.

A Look at Fertilizer Prices Last Week

2018-05-09 marketrealist
Last week (ended May 4) was broadly positive for the agribusiness sector. The VanEck Vectors Agribusiness ETF (MOO) rose 27 basis points, and the broader-market S&P 500 (SPY) rose 57 basis points.

Why Mosaic’s Sales Could Climb in 1Q18

2018-05-04 marketrealist
Mosaic’s (MOS) sales primarily come from three segments: Phosphates, Potash, and International Distribution. The International Distribution segment sales come from potash and phosphate sales in countries such as Brazil, India, Paraguay, and China. Let’s look at sales estimates for the upcoming quarter and beyond.

What to Expect from Mosaic’s 1Q18 Earnings

2018-05-04 marketrealist
Mosaic (MOS) plans to announce its 1Q18 earnings on May 7 after the market closes. The stock has had a positive run so far this year with a YTD (year-to-date) gain of 5.3%, outperforming Nutrien (NTR), CVR Partners (UAN), and CF Industries (CF).

Snapshot: CF Industries Reports Its 1Q18 Earnings

2018-05-03 marketrealist
CF Industries (CF) reported its 1Q18 earnings on May 2, after the market closed. The company reported EPS (earnings per share) of $0.27, beating analysts’ estimate of $0.26 and its 1Q17 EPS of -$0.10.

How Fertilizer Prices Moved in the Week Ending April 27

2018-05-02 marketrealist
In the week ending April 27, the VanEck Vectors Agribusiness ETF (MOO) ended broadly higher by 50 basis points, while the S&P 500 Index (SPY) was almost flat last week. Most of the fertilizer stocks ended in positive territory.

What to Expect from CF Industries’ Sales

2018-04-27 marketrealist
In the earlier part of this series, we discussed how CF Industries’ (CF) EPS (earnings per shares) are estimated to rise in the upcoming 1Q18 and for fiscal 2018. To understand the source of this EPS growth, let’s look at the sales growth estimates.

What to Expect from CF Industries’ 1Q18 Earnings

2018-04-27 marketrealist
CF Industries (CF) is expected to announce its earnings on May 2. As of April 25, analysts have a median EPS (earnings per share) estimate of $0.26, an increase from the company’s EPS of $0.05 per share in 1Q17.

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