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Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the...

  • Monday, June 25, 2012, 8:58 AM ET
    Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the valuation eroding impact of a large crop; given that backdrop, the firm sees only two possible outcomes, both of which point to higher share prices. It upgrades CF and POT to Buy from Sell, AGU, RNF and MOS to Buy from Hold, and IPI and UAN to Hold from Sell.
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This news story has 2 comments:

  •  
    The Eastern Corn Belt is dry and crops are deteoriating. Iowa has been getting some beneficial rains, but the 10 day forecast looks like hotter and drier than normal for the Corn Belt. I think we will see some weather rallies for corn and soybeans this week despite macroeconomic concerns.
    25 Jun 2012, 09:18 AM Reply Like
  •  
    (TNH)(CF) MLP our fav long from $3 for 10 yrs.
    8-10% dividender an awesome play.
    25 Jun 2012, 10:36 AM Reply Like
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