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CF

CF Industries

$47.52

0.25 (0.53%)

, MOS

Mosaic

$29.64

(0.00%)

12:36
08/18/18
08/18
12:36
08/18/18
12:36

CF, Mosaic gains have just begun, Barron's says

CF Industries (CF), Mosaic (MOS) and Nutrien (NTR) shares got a lift in early August after second quarter earnings but the stocks still have a ways to go, Bill Alpert writes in this week's edition of Barron's. Fertilizer companies will do quite well, even if their products' prices do not reach the crazy levels seen in 2008, the report added. Reference Link

CF

CF Industries

$47.52

0.25 (0.53%)

MOS

Mosaic

$29.64

(0.00%)

NTR

Nutrien

$55.95

0.94 (1.71%)

  • 11

    Sep

  • 06

    Nov

CF CF Industries
$47.52

0.25 (0.53%)

07/18/18
RBCM
07/18/18
UPGRADE
Target $42
RBCM
Sector Perform
CF Industries upgraded to Sector Perform at RBC Capital on energy trends
As reported earlier, RBC Capital analyst Andrew Wong upgraded CF Industries to Sector Perform from Underperform and raised his price target to $42 from $38. The analyst says the company is benefiting from the recent energy trends, with "higher oil prices pushing up the nitrogen cost curve and lower domestic natural gas prices lowering production costs". Wong adds that CF's financial position stands to improve on continued debt reduction and potential stock buybacks next year. In the mean time, the analyst expects CF Industries stock price to remain rangebound on oversupplied conditions in the nitrogen market.
07/18/18
RBCM
07/18/18
UPGRADE
RBCM
Sector Perform
CF Industries upgraded to Sector Perform from Underperform at RBC Capital
08/07/18
HSBC
08/07/18
UPGRADE
HSBC
Buy
CF Industries upgraded to Buy from Hold at HSBC
06/28/18
SCOT
06/28/18
UPGRADE
SCOT
Outperform
CF Industries upgraded to Outperform from Sector Perform at Scotiabank
MOS Mosaic
$29.64

(0.00%)

07/24/18
07/24/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. MOSAIC DOUBLE UPGRADED: BofA Merrill Lynch double upgraded Mosaic (MOS) to Buy from Underperform and raised its price target to $35 from $24. Analyst Steve Byrne said he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. Mosiac was higher by 3.5% approaching midday. BTIG SAYS BUY LIVE NATION: BTIG analyst Brandon Ross upgraded Live Nation (LYV) to Buy from Neutral with a $60 price target, saying he is now more convinced that the company will outperform expectations amid inflecting growth with an added possibility of M&A. Despite the tough comparisons, Ross notes that Live Nation should "handily" top operating income consensus in FY18 and going forward, having built an "insurmountable" competitive float in U.S. markets, and that its mid-teens EBITDA growth is "the new normal". WHIRLPOOL CUT AFTER EARNINGS: Longbow analyst David MacGregor downgraded Whirlpool (WHR) to Neutral from Buy after the company reported Q2 earnings that missed the firm's "Street low" estimate of $3.55, calling its quarter "disappointing across most dimensions of the business." Expectations for a recovery in the EMEA region are being pushed out to beyond 2020, noted MacGregor, who is waiting for after the company's earnings call to reassess his view of its earnings prospects. MIZUHO CALLS EOG 'THE APPLE OF OIL': Mizuho analyst Paul Sankey started EOG Resources (EOG) with a Buy rating and $173 price target, calling EOG -- his top pick in the group -- the Apple (AAPL) of oil. EOG has been a pioneer in unconventional oil development in the U.S. and its technology-driven, innovation-focused approach will continue to drive peer-leading rates of return and oil growth, the analyst contended. EOG was up 2.6% near midday. SUSQUEHANNA RAISES ALPHABET TARGET TO $1,500: After Alphabet's (GOOG, GOOGL) Q2 earnings report on Monday night, many analyst firms raised their price targets on the name. The highest of those targets was from Susquehanna analyst Shyam Patil, who raised his price target on Alphabet to $1,500 from $1,250. The analyst cited the "impressive" sites revenue growth acceleration, which he sees as evidence that the secular momentum for the ads business remains in place. Patil reiterated his Positive rating on Alphabet shares. Class A shares of Google's parent were up over 4% to $1,260.80 at time of writing.
07/24/18
07/24/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Mosaic (MOS) double upgraded to Buy from Underperform at BofA/Merrill with analyst Steve Byrne saying he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. 2. Live Nation (LYV) upgraded to Buy from Neutral at BTIG with analyst Brandon Ross saying he is now more convinced that the company will outperform expectations amid inflecting growth rate with an added possibility of M&A. 3. Infinera (INFN) upgraded to Outperform from Market Perform at Northland with analyst Tim Savageaux saying the calculus of his March downgrade changes with the acquisition of Coriant, giving the company a double-digit market share in 100G+ optical systems. 4. Baker Hughes (BHGE) upgraded to Buy from Hold at SunTrust with analyst Ken Sill saying the EPS miss was due to higher interest expense and taxes, as well as an asset charge that is "hopefully non-recurring." 5. Werner (WERN) upgraded to Neutral from Underperform at BofA/Merrill with analyst Ken Hoexter saying Q2 freight demand in One way Truckload was much stronger than normal and revenue per load mile was up 13.3% year-over-year, the strongest level in more than 20 years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/24/18
07/24/18
UPGRADE
Target $35

Buy
Mosaic double upgraded to Buy on phosphate recovery at BofA/Merrill
As previously reported, BofA/Merrill double upgraded Mosaic to Buy from Underperform and raised its price target to $35 from $24. Analyst Steve Byrne believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. Byrne sees an end to low cost new capacity and a reduction in Chinese phosphate production due to increased environmental initiatives.
08/10/18
STPT
08/10/18
DOWNGRADE
STPT
Hold
Mosaic downgraded to Hold from Buy at Standpoint Research
NTR Nutrien
$55.95

0.94 (1.71%)

06/25/18
RAJA
06/25/18
UPGRADE
RAJA
Strong Buy
Nutrien upgraded to Strong Buy from Outperform at Raymond James
08/09/18
COWN
08/09/18
NO CHANGE
Target $70
COWN
Outperform
Nutrien price target raised to $70 from $63 at Cowen
Cowen analyst Charles Neivert raised his price target on Nutrien to $70 from $63 based on rising potash volumes and pricing through 2020 both which are the result of a tightening of the supply/demand environment. Neivert reiterated his Outperform rating on Nutrien shares.
08/03/18
TDSI
08/03/18
DOWNGRADE
TDSI
Hold
Nutrien downgraded to Hold from Buy at TD Securities
07/18/18
RBCM
07/18/18
NO CHANGE
Target $60
RBCM
Outperform
Nutrien price target raised to $60 from $55 at RBC Capital
RBC Capital analyst Andrew Wong raised his price target on Nutrien to $60 and kept his Outperform rating ahead of its Q2 earnings. The analyst expects the company to benefit from a "strong catch-up in US farm activity following a delayed spring and better fertilizer prices due to tighter market conditions". He also sees Nutrien as an "attractive investment" given its "strong" cash generation and "favorable" risk-reward return profile.

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OHGI

One Horizon Group

$0.18

-0.0088 (-4.63%)

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CYTX

Cytori Therapeutics

$0.41

-0.033 (-7.38%)

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NEM

Newmont Mining

$31.56

0.05 (0.16%)

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  • 23

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CB

Chubb

$139.87

-0.05 (-0.04%)

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VTVT

vTv Therapeutics

$0.80

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VYGR

Voyager Therapeutics

$18.21

-0.27 (-1.46%)

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GNRC

Generac

$57.99

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Guaranty Bancorp

$30.20

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Independent Bank

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HRS

Harris

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PMBC

Pacific Mercantile Bancorp

$9.25

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WSC

WillScot

$17.10

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DTEA

DAVIDsTEA

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New York Times

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Independent Bank

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  • 24

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MPC

Marathon Petroleum

$83.37

1.44 (1.76%)

, ANDV

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ANDV

Andeavor

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  • 24

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EPRT

Essential Properties Realty Trust

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BBSI

Barrett Business

$63.67

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SIGA

Siga Technologies

$7.25

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SPY

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$76.37

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