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- Caterpillar Could Really Deliver on Earnings
- Ryan Barnes submits: The global construction, engine, and infrastructure giant reports earnings before the bell on Tuesday, and judging from the stocks' activity last week, investors are expecting a blowup. Caterpillar CAT was one of the few industrial stocks unable to make a discernable bottom over the past 7 sessions,...
- External links 2008-10-20
- Alcoa: Analyst Downgrades and Price Cuts; Looks Like a Bottom
- Ryan Barnes submits: For a moment, let’s hop into the 'WayBack' machine and set it for July 1, when Alcoa AA was trading 200% higher, spot prices for aluminum were just beginning to show some weakness, and the credit crisis was still confined to the worries of a few scattered...
- External links 2008-11-12
- Crosscurrents at Dow Chemical Make a Clear Forecast Impossible
- Ryan Barnes submits: In early October I made up a list of 10 Blue Chips that I saw to be unfairly “On the Outs” at the time. The list included market leaders with strong balance sheets and high yields, names like Pfizer PFE, [[BP]], and Reynolds American RAI. As I...
- External links 2008-11-24
- Which Companies Are Set to Benefit from the Obama Response?
- Ryan Barnes submits: I just finished listening to Obama’s press conference announcing the new economic team, and the market seems generally disappointed by the lack of juicy details. We wanted to hear how big the stimulus package would be, and we secretly hoped to hear that capital gains rates would...
- External links 2008-11-25
- POT: The Commodity Surprise of the Year
- Ryan Barnes submits: Potash Corp. of Saskatchewan POT has seen a lot of its commentary drop along with its stock price. One need look no further than the sparse listings for Potash Corp. within the Seeking Alpha pages to realize that bullish interest in the company has largely burst along...
- External links 2008-11-25
- Mosaic Pre-Announces Production Cuts
- Ryan Barnes submits: On Monday, Mosaic Company MOS took the opportunity to dump the kitchen sink on an already dreary day. After seeing shares fall 16% in the day's trading session, the phosphate and potash producer pre-announced volumes for its Fiscal Q209, ending November 30. Noting the “unprecedented global economic...
- External links 2008-12-02
- Potash Corp. Announces 2009 Production Cuts; Will Pricing Hold?
- Ryan Barnes submits: Potash Corp. came out late yesterday and joined the likes of Mosaic MOS and Uralkali in cutting production of its chief product, as the company will reduce 2009 potash output by roughly 20%, beginning in January. CEO Bill Doyle sees demand as only temporarily weak, noting a...
- External links 2008-12-10
- Caterpillar: Does It Deserve the Goldman Downgrade?
- Ryan Barnes submits: Goldman has gone from from permabull (remember the $200 oil “super-spike” call from May?) to permabear in less than one year’s time. Earlier this year the call was for an average spot price for crude to be somewhere between $110 and $120 through 2011, while today the...
- External links 2008-12-14
- A Look at Caterpillar's Blowout Quarter
- Ryan Barnes submits: The Secular Trends Portfolio gobbled up a few more scraps of alpha Tuesday as largest holding Caterpillar CAT breezed past consensus estimates for $.22 per share in Q2. Net profit (that’s right folks, net) came in at $.60/sh, or $371 million. Ex-out the one-time restructuring costs and...
- External links 2009-07-22
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