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FMC Provides Ag Fertilizer?

I’ve been dying to ask the investors who have sold FMC Corp. [FMC: 36.19, -4.25 (-10.51%)] in recent weeks a few questions.  Since when did FMC Corp. mine phosphate rock to supply to farmers? When did FMC Corp. negotiate international potash prices or supply nitrogen fertilizer to farmers? Never! You wouldn’t know that by last week’s ridiculous sell-off. Read more

Materials, Doom or Boom?

With the equity markets trading erratically and sustained volatility making investors reconsider their strategies its hard to determine what asset class to invest in let alone a specific sector. For those of you still bullish on commodities and looking to add a little exposure through the materials sector I will be writing a seven-part series on the strengths/weaknesses of the materials sector along with my top picks for 2009 and my top stocks to short as well. I will start off with an introduction to the Materials sector and an overview of this year’s performance thus far. Read more

Bunge: Can Food Prices Rebound?

Commodities prices have done a complete 180 since the end of June. To reflect for a moment: oil was trading above $147/ barrel, copper was $4/ pound, and corn was trading in Chicago for almost $8/ bushel! It seemed that commodities would be the leading asset class of the year and supply concerns justified inflated prices. However, commodities were dragged down as sentiment turned on oil, culminating in a 25% drop in the iPath Commodity Index since the end of June. Many fear the commodities bull has passed and the sustained high commodities prices demand has deteriorated. Read more

What’s Next for the Bulk Shippers?

Investors seeking wild volatility in recent months have been big fans of the dry bulk shipping sub-sector. The interest in these companies has exploded over the last year because of their unique relationship with commodities, the energy sector, and the materials sector. In most cases over the short and intermediate term commodity spot prices do not affect the supply and demand Read more

Praxair- More Than Just Hot Air

Praxair Inc. [PX: 56.59, -3.25 (-5.43%)] earnings exceeded expectations last week, posting double-digit growth in EPS and revenue in all segments, which demonstrates the resilience of their core business. Praxair, one of the world’s largest industrial gas companies reported diluted EPS of $1.08, a 21% increase from the same quarter last year beating Street expectations of $1.06 per share. Read more

The International Gold Rush – A Commodity Poised for Growth

In a week marked by a furthered short-term collapse of oil and a stronger U.S. dollar, the gold market saw prices drop off by $40 to settle near $925 an ounce. Investors seem quick to point the finger at the commodities market, using any sign of weakness as a cause for a stock market rally, but is the gold rush of late actually winding down? Read more

Freeport Fails to Impress

Freeport McMoRan Copper & Gold [FCX: 22.29, -2.49 (-10.05%)] failed to impress as quarterly earnings dropped 14%. This is the second quarter in a row that they have not only missed Street expectations, but quarterly earnings dropped as well. In a stressful commodities market with energy concerns and financial woes looming over everyone’s head Freeport’s shares definitely paid the price for not meeting Street expectations. Read more

Any Fertilizer Left To Fuel This Story?

Potash Corp. [POT: 69.65, -10.18 (-12.75%)], one of the most widely covered stocks of the past two years, has had a terrifying run up… rising 150% in the past twelve months. Many regard most of the “big names” like Potash, Mosaic [MOS: 29.98, -4.24 (-12.39%)] and Agrium [AGU: 32.01, -3.54 (-9.96%)] to be players in an overbought agricultural commodity bubble… but I don’t think so. Read more

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