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Dahlman Rose turns cautious on fertilizer shares, believing upside from the 2013-14 crop has...

Dahlman Rose turns cautious on fertilizer shares, believing upside from the 2013-14 crop has largely played out and drought conditions introduce a multitude of downside risks which outweigh the rewards, especially if ethanol comes into the mix. The firm downgrades POT -2.4%, AGU -0.2% and RNF -1.6% to Hold but keeps MOS -1.2% and CF -0.2% at Buy.
Comments (3)
  • auto44
    , contributor
    Comments (3225) | Send Message
     
    MOST OF THOSE FARMERS HAVE CROP INSURANCE AND MAY COME OUT EVEN BETTER FINANCIALLY SINCE THEY DON'T HAVE TO SPEND A GREAT DEAL OF MONEY HARVESTING THEIR CROPS. ALSO THESE COMPANIES SELL WORLD WIDE. THE WHOLE WORLD IS NOT IN A DROUGHT AND FOLKS STILL GET HUNGRY.

     

    I AM LONG(MOS),(CF), (DE) AND WILL STAY THAT WAY.
    2 Aug 2012, 11:58 AM Reply Like
  • Caymagnate
    , contributor
    Comments (270) | Send Message
     
    I have thoughts on why some of the mentioned companies were downgraded and others were not. Also:

     

    Date Research Firm RNF Action
    2-Aug-12 Dahlman Rose Downgrade
    25-Jun-12 Dahlman Rose Upgrade
    9-May-12 Dahlman Rose Downgrade
    2 Aug 2012, 01:01 PM Reply Like
  • maudie
    , contributor
    Comments (481) | Send Message
     
    12-Sep-12 Dahlman Rose Forecast 85º Upgrade
    20-Sep-12 Dahlman Rose Forecast 102º Downgrade
    29-Sep-12 Dahlman Rose Forecast 89º Upgrade
    2 Aug 2012, 02:18 PM Reply Like
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