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439 Resources for

materials & industrials

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Intrepid Potash and Potash Corp: Fertilizers Sprout Profits: Zachary Scheidt submits: Sometimes it takes quite a bit of time for a relevant theme to mature. This year we have been bullish on fertilizer stocks such as Intrepid Potash IPI and Potash Corp of Saskatchewan POT. The trade has been a bit lonely from June...; Tags: Materials & Industrials, Zachary Scheidt, Port of Tauranga Ltd.; External links 2009-11-19
Agco: A Growing Population Still Has To Eat: Jamie Moye submits: Farm Equipment manufacturer Deere & Co. DE rose as high as 7% on Wednesday after CNBC pundit Jim Cramer touted agriculture as the next sector that could “break out” during his Tuesday night Mad Money show. In promoting “agriculture” as a possible break out play, Cramer...; Tags: Materials & Industrials, Beacon Asset Managers, Deere & Co.; External links 2009-11-19
GE's Immelt Turns Dem: Jim Delaney submits: With its current CEO having pulled a lever for John McCain, its previous CEO, who hand-picked the current one, having a long history of riding the elephant on election day and the head of its government-relations office having worked for one Ronnie and two Georges,...; Tags: Materials & Industrials, Financial, Jim Delaney, General Electric Co.; External links 2009-11-19
KSW Will Soon Be Back to Business as Usual: Saj Karsan submits:Wall Street is entirely too focused on current earnings, as noted by Ben Graham. So when a company shows declining earnings on declining revenues, the stock price will take a hit, even if the declines are purely cyclical. For example, consider the quarter-by-quarter revenue chart for KSW Inc....; Tags: Materials & Industrials, Saj Karsan, KSW Inc.; External links 2009-11-19
Fluor: Well Positioned Despite Problematic U.S. Economy: Brian McMorris submits: Fluor Engineering FLR has many positive attributes, FLR has a current P/E of 12 and an almost guaranteed profit for the next 12 months due to the contractual backlog that is inherent to engineering construction companies. Its Revenue / backlog is $23B (all numbers as...; Tags: Materials & Industrials, Brian McMorris, Fluor Corp.; External links 2009-10-04

DRI Corporation Goes for Gold in Rio: DRI Corporation TBUS provides fleet management information, passenger information and security systems in over 50 countries around the world. Geographic revenue mix is diversified with 58% coming from US/Canada and the remainder from other parts of the world. The company’s macro growth driver is the rising trend in...; Tags: Materials & Industrials, Gadgets, Ian Cassel, Dri Corp., Digital Recorders Inc.; External links 2009-10-08
General Dynamics Bags Two Contracts: General Dynamics Corporation GD Tuesday bagged twin contracts worth approximately $750 million from the U.S. Army and Navy. General Dynamics’ subsidiary General Dynamics Land Systems bagged a five-year contract worth $430 million for work at the Army tank research center. The company will provide engineering, electronics and manufacturing services....; Tags: Materials & Industrials, Zack Miller, General Dynamics Corp.; External links 2009-10-07
When Will Monsanto and Mosaic Grow Green Shoots?: Trader Mark submits: Agriculture is one of my favorite long-term themes as a crowded planet modernizes - but the recession has certainly hit the names in the sector more than I expected; I thought these would be a bit more recession-proof. In the first few days of the week, two...; Tags: Materials & Industrials, TraderMark, Monsanto Co., Mosaic Co.; External links 2009-10-07
Mosaic Offers Up Positive Executive Comments, No Guidance: George Gutowski submits: Mosaic MOS reported its Q1 numbers and really stuck its neck out with this comment hidden in its press release.“Mosaic is not providing financial guidance on potash sales volumes or MOP selling price until market conditions normalize.” by George Gutowski; Tags: Materials & Industrials, George Gutowski, Mosaic Co.; External links 2009-10-07
IPO Analysis: The Ultimate Story Stock, A123 Systems: Michael Steinberg submits: Short of Google GOOG, IPOs don’t get any sexier than A123 Systems AONE. No one disputes the potential of battery powered cars, massive storage of green energy from solar and wind, and having virtually every appliance from lawnmowers and vacuum cleaners to computers and entertainment cordless. But...; Tags: Materials & Industrials, Michael Steinberg, General Electric Co.; External links 2009-10-08
Caterpillar to Up Prices: Zacks.com submits: In a recent regulatory filing, Caterpillar Inc. CAT announced its plans to increase prices by up to 2% worldwide on most of its machinery, effective January 2010. The company attributed this price increase to current industry factors and current and expected general economic...; Tags: Materials & Industrials, Zacks.com, Caterpillar Inc.; External links 2009-10-08
Alcoa Kicks Off Earnings: Some Numbers That Don't Add Up: Karl Denninger submits: An interesting, mostly-positive earnings report - with a few unexplained quirks..... Let's dig in a bit and see what we got (the aftermarket loved it!) by Karl Denninger; Tags: Materials & Industrials, Karl Denninger, Alcoa Inc.; External links 2009-10-08
Monsanto: Temporary Weakness Presents Option Opportunity: Paul Price submits:Monsanto MON is the world's leading producer of seeds. The company's seed and genomics division combines advanced breeding and biotechnology traits to produce value-added seeds for corn, soybeans, cotton, fruits and vegetables, accounting for about 56% of 2008 revenues. The agricultural productivity segment [around 44% of 2008 sales]...; Tags: Materials & Industrials, Paul Price, Monsanto Co.; External links 2009-10-08
Alcoa Reports a Stellar Quarter: Wall Street Strategies submits: By David Silver Wednesday after the closing bell, Alcoa AA started off earnings season with a bang, reporting a quarterly profit of $0.04 (consensus was a loss of $0.10 per share) and revenues of $4.62 billion that beat the Street’s expectations (consensus was $4.55 billion). ...; Tags: Materials & Industrials, Wall Street Strategies, Alcoa Inc.; External links 2009-10-09
RPM International Announces 36th Consecutive Annual Dividend Increase: David I. Templeton submits: For the 36th consecutive year, RPM International RPM announced a YOY increase in its quarterly dividend to 20.5 cents per share. This compares to a quarterly dividend of 20 cents per share in the same period last year: a 2.5% increase.The estimated payout ratio is 65%...; Tags: US Market, Materials & Industrials, David I. Templeton, RPM International Inc.; External links 2009-10-09
How Regulation Will Force ETFs to Evolve: Hard Assets Investor submits: It seems like every other day, regulators are coming up with new plans on how to increase the controls over the commodities markets: Rep. Barney Frank's proposal on limiting derivatives; CFTC chairman Gary Gensler's plans to regulate the over-the-counter market; the CFTC's proposal to close...; Tags: Materials & Industrials, Hard Assets Investor; External links 2009-10-09
Commodities Rise as Australia Raises Interest Rates: Zachary Scheidt submits: The first shot of a new war has been fired. Yesterday markets were scrambling in reaction to the rate decision by the Reserve Bank of Australia. In a surprise move, the country’s overnight rate has been raised from 3.0% to 3.25% in the apparent...; Tags: Materials & Industrials, Gold & Precious Metals, Zachary Scheidt, Streettracks Gold Trust, Gladstone Plc., IShares Silver Trust; External links 2009-10-07
Earnings Preview: Alcoa: Alcoa's AA report will "officially" kick off earnings season. The company is expected to report Q2 earnings Wednesday, October 7 after the market close, with a conference call scheduled for 5:00 pm ET. Guidance Analysts are looking for EPS of (13c) on revenue of $4.4B. The consensus range is...; Tags: Materials & Industrials, theflyonthewall.com, Alcoa Inc.; External links 2009-10-06
An Obituary for the Paper Industry: David White submits: Paper companies have been struggling in these difficult times. Not only do they have to deal with the recession, but they have to deal with fairly dramatic changes in their markets. In paper, the business market has been moving increasingly toward a paperless environment. Most...; Tags: Materials & Industrials, David White, International Paper Co.; External links 2009-10-04
Commodities Weekly: End of Restocking Will Help Accelerate Price Falls: Stocking-cycles are glaring features of commodity price-cycles. De-stocking reducing private inventory holding and re-stocking increasing private inventory holding can be easily confused as change in net consumption and can smudge the big picture; analysts and researchers find it quite difficult to separate consumption from stocking without making arguable assumptions. Since...; Tags: Materials & Industrials, Sandeep Daga; External links 2009-10-04