Archive

Filter
  • July 20, 2012
  • Alert

CF Industries (NYSE: CF), the largest North American producer of nitrogen-based fertilizer, is more a direct play on surging corn prices. Corn is the most nitrogen-intensive major field crop; increased US corn acreage relative to soybeans and wheat will boost demand for the nutrient. We’re adding CF Inustries to the… Read More

  • July 6, 2012

The recent uptick in the markets is unjustified by the underlying economic evidence. Our call remains for the S&P 500 to test or undercut its June lows before kicking off a year-end rally. Read More