Monsanto Co

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  • uploads///Weekly Urea Spot Prices
    Materials

    Urea Prices: The Continuing Decline Last Week

    Granular urea prices in the Middle East declined 5% to $200 per metric ton in the week ended July 1. It was $210 per metric ton in the previous week.

    By Adam Jones
  • uploads///How Fertilizer Stocks Have Performed Against ETF XLB
    Company & Industry Overviews

    Was Morgan Stanley’s Call on Mosaic Already Priced In?

    Phosphates and potash have been significantly lower year-over-year. It appears that investors already priced in the limited upside for Mosaic well before the downgrade.

    By Adam Jones
  • uploads///Part  GRA
    Materials

    W.R. Grace Signs a Spree of New Contracts

    On November 27 and 28, 2017, W.R. Grace (GRA) signed a spree of new contracts for its Unipol license.

    By Peter Neil
  • uploads///Non farm Payrolls and Unemployment Rate
    Macroeconomic Analysis

    Non-farm payrolls, average hourly earnings rise

    US non-farm payrolls rose by 295,000 in February 2015 from a downwardly revised January number of 239,000 compared to 257,000 reported earlier.

    By David Ashworth
  • uploads///LYB Part  Q Earnings
    Earnings Report

    Why Did LyondellBasell’s 3Q16 Earnings Miss Estimates?

    LyondellBasell (LYB) reported adjusted EPS (earnings per share) of $2.31 in 3Q16 compared to $2.80 in 3Q15, implying a fall of 17.5%.

    By Peter Neil
  • uploads///Part  Q earnings
    Earnings Report

    Axalta’s 4Q16 Adjusted EPS Manages to Meet Expectations

    Axalta Coating Systems (AXTA) reported adjusted EPS (earnings per share) of $0.29 for 4Q16 and managed to meet analysts’ expectation of $0.29.

    By Peter Neil
  • uploads///Part
    Materials

    Dow Chemical and Sadara Announce Start-Up of Mixed Feed Cracker

    On August 29, 2016, Sadara Chemical (SADARA), a joint venture of Dow Chemical (DOW), and Saudi Aramco announced the start-up of its mixed feed cracker.

    By Peter Neil
  • uploads///Next  Month Analysts Ratings and Price Target for POT
    Materials

    PotashCorp’s Price Target before It Reports Its 2Q16 Earnings

    Since the beginning of 2016, analysts have revised their next-12-month price target for PotashCorp downward. The consensus price target now stands at $15.70.

    By Adam Jones
  • uploads///Part  Graph
    Materials

    Will PPG Industries’ Glass Segment Cease to Exist in 3Q16?

    In 2Q16, PPG Industries’ Glass segment contributed ~7% of total revenue, reporting revenue of $282 million in 2Q16, as compared to $279 million in 2Q15.

    By Peter Neil
  • uploads///FMC Corp Analysts NTM Recommendation and Target
    Miscellaneous

    Analysts’ Price Target and Recommendations for FMC Corporation

    Like Monsanto (MON), FMC Corporation (FMC) is in the business of crop protection products. The majority of FMC’s sales come from its Agricultural Solutions segment.

    By Adam Jones
  • uploads///MONs Analysts Recommendation and Target Price Revision
    Miscellaneous

    Analysts’ Recommendations and Price Targets for Monsanto

    Analysts’ consensus price target for Monsanto is $122.70 per share over the next 12 months.

    By Adam Jones
  • uploads///BAYR MON Opposing Themes
    Materials

    Monsanto-Bayer Merger: Analyzing the Opposition

    The merger between Monsanto (MON) and Bayer is worth $66 billion. It’s one of the largest deals in the agribusiness (MOO) industry.

    By Adam Jones
  • uploads///Analysts Ratings and Price Target for CF
    Earnings Report

    Analysts’ Ratings, Price Target for CF Industries before 1Q16 Earnings

    Out of 16 analysts surveyed by Bloomberg, about 50% have “buy” ratings for CF Industries (CF). About 44% have “hold” recommendations, and one has a “sell” rating for the company.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and PriceTarget for MON
    Earnings Report

    Monsanto Pleased with Shareholders’ Approval of Bayer Merger

    Often, it’s the company that innovates the fastest that dominates the market. Monsanto’s merger with Bayer could help both companies do just that.

    By Adam Jones
  • uploads///Part  LYB
    Company & Industry Overviews

    LyondellBasell Announces New Share Repurchase Program

    On May 24, 2017, LyondellBasell’s (LYB) board authorized a new share repurchase program. It can repurchase up to 10% of its outstanding shares over the next 18 months.

    By Peter Neil
  • uploads///Next  Month Analysts Ratings and PriceTarget for MON
    Earnings Report

    Monsanto’s 12-Month Ratings and Price Targets: Must-Knows

    As of June 24, 2016, Monsanto (MON) was trading at ~$108.9 per share. Let’s look at Wall Street analyst ratings and target prices for the company’s share price over the next 12 months.

    By Adam Jones
  • uploads///Earnings Per Share
    Materials

    Monsanto: Earnings Estimates and Target Price

    As of December 25, 2017, Monsanto stock was covered by 18 analysts according to Reuters. The current consensus rating on the stock stood at 2.56.

    By Adam Jones
  • uploads///AGUs Next  Month Recommendation and Price Target
    Earnings Report

    How Does the Next 12-Month Price Target for Agrium Look?

    Out of 25 analysts surveyed, about 48% of the analysts have “buy” recommendations for Agrium. About 48% of analysts have issued “hold” recommendations and only 4% have issued “sell” recommendations.

    By Adam Jones
  • uploads///Next  Month Target and Recommendation for MON
    Company & Industry Overviews

    12-Month Analyst Recommendations and Price Targets for Monsanto

    Of the 19 analysts surveyed by Reuters, 11 of them have given Monsanto “strong buy” to “buy” recommendations. Seven have given it “hold” recommendations.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and PriceTarget for ICL
    Company & Industry Overviews

    Analysts Mull Israel Chemicals’s Performance over the Next 12 Months

    Out of the 14 Wall Street analysts covering Israel Chemicals (ICL), only one has a “buy” recommendation on the company, 12 have a “hold” recommendation, and only one analyst has a “sell” recommendation.

    By Adam Jones
  • uploads///Part  APD
    Materials

    Air Products and Chemicals’ New Plant in China Begins Operations

    On December 5, 2017, Air Products and Chemicals (APD) announced the beginning of operations of its new plant in the Pukou Economic Development Zone (PKEDZ) in Nanjing in Eastern China.

    By Peter Neil
  • uploads///PHH
    Technology & Communications

    Larry Robbins’ Glenview Capital opens a new position in PHH

    Glenview Capital Management added a 0.49% new position in PHH Corporation.

    By Samantha Nielson
  • uploads///MON
    Fund Managers

    Monsanto Is Dropped from TPG-Axon’s Portfolio

    Monsanto’s net sales for fiscal 2Q15 fell 11% on a year-over-year basis to $5.19 billion.

    By Stuart McKenzie
  • uploads///Median Valuation Multiple of Agricultural Fertilizer Stocks
    Miscellaneous

    Valuation Multiples for Agricultural Chemicals after Brexit

    In this part of the series, we’ll look at agricultural fertilizer producers’ valuations from their historical standpoints. Over the long run, valuation multiples impact a company’s share price.

    By Adam Jones
  • uploads///Fertilizer Players
    Company & Industry Overviews

    Who Are the Biggest Players in the Fertilizer Industry?

    There’s a handful of big players in the agricultural fertilizer industry. Setting up business requires huge capital, which makes for a high barrier to entry.

    By Adam Jones
  • uploads///SQM Analysts NTM Recommendation and Target
    Miscellaneous

    Analysts’ Recommendations and Price Target for SQM

    Sociedad Química y Minera de Chile (SQM) has yet to announce its earnings, unlike most of the companies we’ve discussed so far in this series.

    By Adam Jones
  • uploads///Industry Share by Sales Post Merger
    Materials

    What Hurdles Could Monsanto-Bayer Deal Face?

    A few days ago, Monsanto (MON) agreed to Bayer’s takeover offer of $128 per share for a total deal value of $66 billion.

    By Adam Jones
  • uploads///Crop Index
    Materials

    Corn, Soybean, and Wheat Prices Fall in August, but Why?

    On August 13, the crop index stood at 89.9. It rose by 1% following the USDA’s latest stock-to-use ratio, which was published on August 12.

    By Adam Jones
  • uploads///Dividend Coverage Ratio
    Materials

    Filtering Down to Top 4 Agriculture Dividend Stocks in December

    In this concluding part of the series, we’ll filter down to the top four dividend stocks in this industry (XLB).

    By Adam Jones
  • Why investing in seed is different than investing in fertilizer (Part 1)
    Materials

    Why investing in seed is different than investing in fertilizer (Part 1)

    Investing in fertilizers and seed stocks Fertilizer and seed stocks are both part of the agriculture industry. As they highly correlate with each other, investors tend to think investing in one is like investing in the other. From September 2005 to mid-2012, the correlation between the two industries, using major companies’ share prices, was 0.86.[1. […]

    By Xun Yao Chen
  • uploads///buysell
    Materials

    Overview: TPG-Axon Capital Management’s 2Q14 positions

    TPG-Axon Capital Management LP is a privately owned $4 billion hedge fund firm. It was founded by Dinakar Singh in February 2005.

    By Patricia Garner
  • Why investing in seed is different than investing in fertilizer (Part 2)
    Materials

    Why investing in seed is different than investing in fertilizer (Part 2)

    Continued from Part 1 Monsanto and DuPont Two industry giants dominate the seed industry, Monsanto Co. (MON) and DuPont (DD), which together held ~62% of the industry’s revenue in 2012. Why are these two companies dominant players in the industry? Let’s explore. Patent protection One big differentiator between seed and fertilizer stocks is patentability. Companies […]

    By Xun Yao Chen
  • uploads///Part  Performance plastics
    Materials

    Why DOW’s Performance Plastics Segment Revenue Rose in 2Q17

    Dow Chemical’s (COW) Performance Plastics segment is the company’s largest revenue generator.

    By Peter Neil
  • uploads///Bayer MON Merger Timeline
    Materials

    An Update on the Monsanto-Bayer Proposed Merger

    Bayer recently filed for an extension with European Union regulators, which pushed back the merger with Monsanto to early 2018.

    By Adam Jones
  • uploads///Revenue Estimates
    Earnings Report

    Why Monsanto Could Report Weak Revenue Growth in 1Q16

    As of January 4, Wall Street analysts are expecting Monsanto to report revenue of $2.4 billion for the upcoming 1Q16. This would mean a growth of 2.1%.

    By Adam Jones
  • uploads///PArt  APD
    Company & Industry Overviews

    Air Products and Chemicals Has Something New for Glass Manufacturers

    On July 12, 2017, Air Products and Chemicals (APD) launched a new oxy-fuel burner. The product is primarily targeted at glass manufacturers.

    By Peter Neil
  • uploads///Part  Q Pre
    Earnings Report

    How Has Dow Chemical Stock Performed after 2Q16 Earnings?

    Dow Chemical (DOW) is set to report its 3Q16 earnings in a conference call with securities analysts on Thursday, October 27, 2016, before the markets open.

    By Peter Neil
  • Technology & Communications

    Why Bridgewater increased its position in Juniper Networks

    Bridgewater Associates increased its position in Juniper Networks from 0.07% in the 1Q portfolio to 0.21% in the fund’s 2Q portfolio.

    By Patricia Garner
  • uploads///Henry Hub Natural Gas Spot Prices
    Materials

    How Did Natural Gas Prices Move Last Week?

    In recent weeks, US natural gas prices have started trending higher, and they continued to do so last week. Prices significantly impact nitrogen fertilizer producers.

    By Adam Jones
  • uploads///Part
    Macroeconomic Analysis

    Praxair Approaches Linde AG for Merger Talks—Again

    On August 16, 2016, both companies were engaged in preliminary merger talks, but on September 12, merger plans were dropped due to strategic considerations.

    By Peter Neil
  • uploads///US
    Macroeconomic Analysis

    September’s Fall in Import and Export Prices: What Does It Mean?

    With the continuous decline in export prices, it is evident that the rising dollar is hampering the US competitiveness in the foreign market.

    By Lara Sheldon
  • uploads///MON
    Fund Managers

    TPG-Axon raises position with Monsanto

    Monsanto received USDA recommendations for deregulation for both Roundup Ready Xtend soybeans and Bollgard II XtendFlex cotton.

    By Diana Key
  • uploads///Part
    Earnings Report

    A Quick Look at DuPont’s Valuation ahead of Its 4Q16 Earnings

    On January 18, 2017, DuPont was trading at a one-year forward PE of 19.80x compared to its peers Dow Chemical (DOW) and LyondellBasell (LYB).

    By Peter Neil
  • uploads///Monsantos Profitability
    Earnings Report

    Why Monsanto’s Profitability Improved in 2Q17

    Monsanto’s EBIT margin rose from 31% in fiscal 2Q16 to 37% in fiscal 2Q17, with both major segments experiencing an expansion.

    By Adam Jones
  • uploads///Part  Q
    Earnings Report

    Why Analysts Expect Dow Chemicals’s Operating EPS to Fall in 4Q16

    At the end of 3Q16, DOW had purchased 7.8 million shares amounting to $416 million under its $9.5 billion share repurchase program.

    By Peter Neil
  • Consumer

    Why Bridgewater starts new position in Bed, Bath and Beyond

    Bridgewater Associates disclosed a new position in Bed, Bath & Beyond (BBBY). It accounted for 0.11% of the fund’s total portfolio.

    By Patricia Garner
  • uploads///csco
    Technology & Communications

    Why Bridgewater Associates decreased its position in Cisco

    Bridgewater Associates decreased its position in Cisco from 0.20% in the 1Q portfolio to 0.09% in the fund’s 2Q portfolio.

    By Patricia Garner
  • Energy & Utilities

    Investment-grade bonds: Monsanto and energy firms make a splash

    Corporates accounted for about 44% of the total investment-grade debt (LQD) issuance for the week ended June 27. Financial sector (VFH) issuers accounted for ~38%.

    By Phalguni Soni
  • uploads///stock trading monitor desk
    Company & Industry Overviews

    DowDuPont Has Fallen 10% in 2018: Can It Bounce Back?

    So far in 2018, DowDuPont has been underperforming its peers and the broader market. As of May 29, DowDuPont has declined 10.2% YTD.

    By Peter Neil
  • uploads///Part  DWDP
    Company & Industry Overviews

    Dow Opened a New Sales Center in Toronto

    On May 23, Dow Chemical expanded its presence in Canada with a new regional sales center in Toronto. The new center was inaugurated on May 24.

    By Peter Neil
  • uploads///Part  IFF
    Company & Industry Overviews

    IFF Partners with Amkiri, Boosts Innovation Platform

    On May 24, International Flavors and Fragrances announced that it would partner with Amkiri—an Israeli-based startup that was founded in 2014.

    By Peter Neil
  • uploads///Part  EPS Q Pre
    Materials

    Deere: Strong Adjusted Earnings Are Expected in Q2

    Deere (DE) is expected to post an adjusted EPS (earnings per share) of $3.31 for the second fiscal quarter—an increase of 32.9% on a YoY basis.

    By Peter Neil
  • uploads///Q Materials science
    Materials

    DWDP’s Material Science Segment: Higher Revenue Growth in 1Q18

    DowDuPont’s (DWDP) Material Science segment, which is expected to be spun off into a new company by the end of 1Q19, accounted for 55.9% of its total revenues.

    By Peter Neil
  • uploads///karsten wurth inf  unsplash
    Materials

    DowDuPont’s 1Q18 Earnings Beats Expectations

    On May 3, DowDuPont (DWDP) announced its 1Q18 adjusted earnings per share of $1.12. DWDP beat Wall Street’s estimate of $1.10.

    By Peter Neil
  • uploads///IFF Pre Q Earnings
    Materials

    Can IFF Meet Adjusted Earnings Expectations?

    International Flavors and Fragrances (IFF) is expected to report adjusted earnings per share (or EPS) of $1.59 in 1Q18, an increase of 4.6% over its adjusted earnings per share of $1.52 in 1Q17.

    By Peter Neil
  • uploads///pietro jeng  unsplash
    Materials

    DowDuPont’s 1Q18 Earnings and Revenue Beat Expectations

    DowDuPont (DWDP) reported revenues of ~$21.5 billion for 1Q18 today, reflecting growth of 5.1% over the pro forma revenues of 1Q17 from continuing operations.

    By Peter Neil
  • uploads///Part  GRA
    Materials

    W. R. Grace Bags New UNIPOL Technology Client

    On April 24, W. R. Grace (GRA) announced that it would be licensing its UNIPOL PP Process Technology to Inter Pipeline to be used in its Heartland Petrochemical complex in Alberta, Canada

    By Peter Neil
  • uploads///Revenues IG Asia Q
    Materials

    How APD’s Industrial Gases–Asia Segment Performed in Fiscal 2Q18

    Air Products and Chemicals’ (APD) Industrial Gases–Asia segment accounted for 25.9% of APD’s total revenue in fiscal 2Q18, narrowing by 3.2 percentage points YoY (year-over-year) from 22.7%.

    By Peter Neil
  • uploads///Revenues Q
    Materials

    Air Products and Chemicals Sees Growth across the Board in 2Q18

    Air Products and Chemicals’ (APD) revenue rose 9.0% YoY (year-over-year) to $2.16 billion in fiscal 2Q18, missing analysts’ estimate of $2.2 billion.

    By Peter Neil
  • uploads///Title
    Materials

    Air Products and Chemical Beats Estimates in 2Q18, Stock Rises

    Air Products and Chemicals (APD) announced its fiscal 2Q18 earnings on April 26.

    By Peter Neil
  • uploads///Title
    Materials

    Praxair Stock Is Smoking on 1Q18 Earnings and Revenue Beat

    Praxair (PX), the top industrial gas company, reported revenues of ~$3.0 billion for 1Q18 today.

    By Peter Neil
  • uploads///Title
    Materials

    W.R. Grace Stock Spirals on 1Q18 Earnings and Revenue Beat

    W.R. Grace reported revenues of $431.5 million for 1Q18 today, reflecting growth of 8.4% from 1Q17.

    By Peter Neil
  • uploads///part  Revenue SHW Q Pre
    Materials

    Why Sherwin-Williams’s 1Q18 Revenue Could Be Set to Rise

    Sherwin-Williams is expected to report revenue of $4.0 billion in 1Q18, a 43.1% increase from 1Q17’s $2.8 billion.

    By Peter Neil
  • uploads///agriculture _
    Materials

    Why Monsanto Stock Popped Yesterday

    Monsanto (MON) stock surged on April 9, 2018, following news that the U.S. Department of Justice approved the merger with Bayer.

    By Adam Jones
  • uploads///Part post earnings Industril segment Q
    Materials

    Why RPM’s Industrial Segment Grew in Fiscal 3Q18

    RPM International’s (RPM) Industrial segment has been the largest contributor to RPM’s overall revenue, comprising 51.6% of revenue in fiscal 3Q18 and 51.0% in fiscal 3Q17.

    By Peter Neil
  • uploads///Part  Deere valuations Q dvd
    Company & Industry Overviews

    How Deere’s Valuation Compares

    In this part, we’ll compare Deere’s (DE) valuation with peers’.

    By Peter Neil
  • uploads///agriculture _
    Materials

    Bayer-Monsanto Deal Receives European Union Approval

    On March 21, the pending merger between Monsanto (MON) and Bayer inched a step closer to closure.

    By Adam Jones
  • uploads///MON Analysts NTM Recommendation and Target
    Materials

    Monsanto: Analysts’ Ratings and Target Price

    The consensus mean target price on Monsanto for the next 12-month period stood at $125.8. Bayer’s acquisition price is $128.

    By Adam Jones
  • uploads///MOS Analysts NTM Recommendations and Targets
    Materials

    March Update for Mosiac’s Target Price and Ratings

    The current consensus mean rating on Mosaic stands at 2.6 with an overall “hold” recommendation on the stock.

    By Adam Jones
  • uploads///Part  ALB Q Refining
    Materials

    Albemarle’s Refining Solutions Segment: Revenue Growth in 4Q17

    Albemarle’s (ALB) Refining Solutions segment accounted for 27.8% of its total revenues in 4Q17 compared to 27.7% in 4Q16.

    By Peter Neil
  • uploads///Part  Construction and Forestry Revenue Q
    Materials

    Deere’s Construction & Forestry Revenue Rises but Margins Dip

    In fiscal 1Q18, Deere & Company’s (DE) Construction & Forestry segment reported revenue of $1.7 billion.

    By Peter Neil
  • uploads///Part  ag and turf Revenue Q
    Earnings Report

    DE’s Agriculture & Turf Revenue Reverses the Trend in Fiscal 1Q18

    Deere & Company’s (DE) Agriculture & Turf segment is its largest revenue generator. It reported revenue of $4.2 billion in fiscal 1Q18.

    By Peter Neil
  • uploads///Part  Revenue Q
    Materials

    Deere’s Fiscal 1Q18 Revenue Rises but Falls Short of Estimates

    In fiscal 1Q18, Deere & Company (DE) reported total revenue of $6.9 billion inclusive of financial services and other revenue.

    By Peter Neil
  • uploads///Part  LYB
    Materials

    LyondellBasell Moves to Acquire A. Schulman

    On February 15, 2018, LyondellBasell (LYB) announced that it has entered into a definitive agreement to acquire A. Schulman (SHLM).

    By Peter Neil
  • uploads///Part  Revenues
    Materials

    Deere’s Fiscal 1Q18 Revenues Set for a Big Jump

    Deere (DE) is expected to report revenues of $6.4 billion in fiscal 1Q18 from its equipment operations.

    By Peter Neil
  • uploads///Part  Agriculture Q
    Materials

    How Did DowDuPont’s Agriculture Segment Perform in 4Q17?

    DowDuPont’s (DWDP) Agriculture segment accounted for 13.9% of DWDP’s 4Q17 revenue as compared to 15.0% in 4Q16 on a proforma basis.

    By Peter Neil
  • uploads///Part  Revenues Q
    Materials

    What’s behind DowDuPont’s Significant Revenue Growth in 4Q17?

    DowDuPont (DWDP) reported 4Q17 revenues of $20.1 billion, an increase of 13.1% over the proforma revenue of $17.7 billion in 4Q16.

    By Peter Neil
  • uploads///Part  Short interest Q
    Materials

    DowDuPont’s Short Interest before Its 4Q17 Earnings

    DowDuPont’s (DWDP) short interest has risen negligibly since its 3Q17 earnings were announced on November 2, 2017.

    By Peter Neil
  • uploads///Part  Recommendations Q
    Materials

    Analysts’ Views on DowDuPont before Its 4Q17 Earnings

    Among the analysts tracking DowDuPont, 84% have recommended a “buy,” 12% have recommended a “hold,” and 4% have recommended a “sell.”

    By Peter Neil
  • uploads///Part  earnings Q
    Materials

    What Could Drive DowDuPont’s Adjusted Earnings in 4Q17?

    DowDuPont (DWDP) is expected to post an adjusted EPS (earnings per share) of $0.66 in 4Q17. DowDuPont posted an adjusted EPS of $0.55 in 3Q17.

    By Peter Neil
  • uploads///Part  recommendations
    Materials

    Analysts’ Views Are Mixed following PPG’s 4Q17 Results

    Following PPG Industries’ (PPG) 4Q17 earnings, analysts’ consensus has changed compared to their consensus prior to its 4Q17 earnings.

    By Peter Neil
  • uploads///Part  Industrial coatings Q
    Materials

    PPG’s Industrial Coatings Segment’s Margins Continue to Contract

    PPG Industries’ (PPG) Industrial Coatings segment is its second reporting segment. The segment represented 42.3% of the company’s total revenue in 4Q17 compared to 42.0% in 4Q16.

    By Peter Neil
  • uploads///Part  Valuations
    Materials

    Praxair’s Valuation Compared to Its Peer before 4Q17 Earnings

    Praxair’s (PX) one-year forward PE multiple currently stands at 25.8x. Its peer Air Products & Chemicals (APD) has a one-year forward PE multiple of 23.6x.

    By Peter Neil
  • uploads///Part  Revenue
    Materials

    Praxair’s 4Q17 Revenue Expectations: The Driving Factors

    As of January 15, 2018, analysts are expecting Praxair (PX) to post revenue of $2.8 billion for 4Q17, a 6.8% rise on a year-over-year basis.

    By Peter Neil
  • uploads///SMG Analysts NTM Recommendation and Target
    Materials

    Scotts Miracle-Gro: Ratings and Price Target for January

    Nine Wall Street analysts are covering Scotts Miracle-Gro, They have a consensus mean rating of 2.3 on the stock with an overall “buy” recommendation as of January 10, 2018.

    By Adam Jones
  • uploads///FMC Analysts NTM Recommendation and Target
    Materials

    Analysts’ Views on FMC in January 2018

    Twenty-two Wall Street analysts are covering FMC. They have a consensus mean rating of 2.3 on the stock with an overall “buy” recommendation as of January 10, 2018.

    By Adam Jones
  • uploads///CF Industries Analysts NTM Recommendation and Target
    Materials

    How Analysts View CF Industries in January 2018

    Nineteen Wall Street analysts are covering CF Industries. They have a consensus mean rating of 2.7 on the stock with an overall “hold” recommendation as of January 10, 2018.

    By Adam Jones
  • uploads///Revenue part
    Materials

    What to Expect from PPG Industries’ Revenue Growth in 4Q17

    As of January 11, 2018, analysts expect PPG Industries (PPG) to post revenues of $3.66 billion in 4Q17—an increase of 3.10% on a year-over-year basis.

    By Peter Neil
  • uploads///Part  Dvd QTR
    Materials

    RPM International’s Latest Dividend: All the Key Dates

    RPM International is set to pay its first dividend for 2018. It’s expected to pay the first quarter dividend on January 31, 2018.

    By Peter Neil
  • uploads///Forward EV to EBITDA
    Materials

    What Investors Are Paying for Agribusiness Stocks: Part 2

    The remaining companies In this part, we’ll compare the five remaining agribusiness companies’ valuation, again using forward EV-to-EBITDA (enterprise value-to-earnings before interest, tax, depreciation, and amortization) multiples. Valuation multiples As shown in the above chart, the remaining companies’ valuation multiples have risen in the last two years. At 18.3x, FMC (FMC) was trading at a premium to the peer […]

    By Adam Jones
  • uploads///Sales Growth Estimates
    Miscellaneous

    Sales Expectations for Agribusiness Companies in 2018

    Sales expectations So far in this series, we’ve reviewed agribusiness companies’ 2017 performance and 2018 expectations. In this part, we’ll review analysts’ sales growth estimates for 2018. Growth estimates As shown in the above chart, agribusiness companies, excluding Israel Chemicals (ICL) and CVR Partners (UAN), are expected to see lower sales growth year-over-year in fiscal […]

    By Adam Jones
  • uploads///Year Over Year Sales Comparison
    Materials

    A Review of Key Agribusiness Companies’ 2017 Sales

    Performance comparison In our series Comparative Analysis of Fertilizer Companies’ 3Q17 Earnings, we compared fertilizer companies’ 3Q17 performance. However, as the agriculture business is seasonal, we should also look at annual trends for a complete picture.   Year-over-year sales In the above chart, we compare agribusiness companies’ sales over the last 12 months and the year prior. All […]

    By Adam Jones
  • uploads///Gross Income and Gross Margin
    Materials

    Analysts’ Estimates for Monsanto’s Margin Expansion

    For 1Q18, Wall Street analysts estimate a gross income of $1.3 billion. On net sales of $2.8 billion, it will translate into a gross margin of 48%.

    By Adam Jones
  • uploads///Divident Yield Trend
    Materials

    Digging Deeper into Agriculture Stocks’ Dividend Yields: Part 2

    In this part of the series, we’ll look at the dividend yield trends for PotashCorp (POT), Monsanto (MON), Mosaic (MOS), and FMC (FMC).

    By Adam Jones
  • uploads///Return
    Materials

    The Agriculture Industry: Our Top 4 Dividend Stocks

    Among the companies that operate within the agriculture sector, FMC (FMC) has outperformed its peers with a total one-year return of 53.2% as of December 11, 2017.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and PriceTarget for MON
    Materials

    The Bayer-Monsanto Merger Concerns

    Some anti-trust agencies have pushed back their merger approval deadlines over anti-competitive concerns the deal will likely create.

    By Adam Jones
  • uploads///Monsanto and Bayers Stock Movements Since
    Materials

    The Bayer-Monsanto Merger Deal: An Update

    On September 14, 2016, Bayer signed an agreement with Monsanto (MON) to acquire it for $66 billion, or $128 per share. The offer represented a 44% premium over Monsanto’s stock price.

    By Adam Jones
  • uploads///Part  DE
    Materials

    Deere Reports Strong Fiscal 4Q17 Earnings

    Deere’s stock skyrocketed during the week ended November 24, 2017.

    By Peter Neil
  • uploads///Part  Q revenue
    Materials

    Deere’s Fiscal 4Q17 Revenue Rises Thanks to Higher Volumes

    Deere’s fiscal 4Q17 revenue In fiscal 4Q17, Deere (DE) saw total revenue of $8.0 billion, inclusive of financial services and other revenue, implying a 23.0% rise from 4Q16, when it had revenue of $6.5 billion. Excluding financial services and other revenue, DE’s net sales for 4Q17 were $7.1 billion, compared with $5.7 billion in fiscal 4Q16, a 25.5% rise year-over-year. […]

    By Peter Neil
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    What Analysts Recommend for DowDuPont

    The consensus target price for DWDP is $80.20 for the next 12 months, implying a return potential of 13.2% over the closing price of $70.85 on November 20, 2017.

    By Peter Neil
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