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Interesting DD and MOS thoughts - From BARC

|Includes: DowDuPont Inc. (DWDP), MOS

WASDE report is Friday.  Ferts have fallen out of favor recently and lagged during the rally.  Speed is to the upside.  Regardless of your directional view options are too cheap.  Note POT and MOS have weeklies so data is for those.

 
Another interesting play is DD.  They have a investor day on 12/13.  This is a meaningful event.  Everyone expects them to give 2012 guidance.  Options not pricing in this catalyst at all.  Bullish investors should consider the dec 50 calls for .20 ref lasts nights close of 47.94.  For protection/bearish investors I like the dec 46 puts for .35.  Note these prices are for the 12/16 expiry not the weekly.....