Insight on Goldman's Fertilizer Call (MOS) (POT) (CF)

Go back to Insight on Goldman's Fertilizer Call (MOS) (POT) (CF)

Goldman Sachs Resumes CF Industries (CF) at Sell, Says Nitrogen Peaked

December 12, 2012 8:20 AM EST

Goldman Sachs resumes coverage on CF Industries (NYSE: CF) with a Sell rating and $204 price target, suggesting 5% downside. The firm said nitrogen fundamentals have peaked

The firm comments, "We believe that the transformational impact of shale gas for North American Nitrogen... More

Goldman Sachs Starts Potash Corp. (POT) at Buy, Says Potash Fundamentals Near Bottom

December 12, 2012 8:16 AM EST

Goldman Sachs initiates coverage on Potash Corp. (NYSE: POT) with a Buy rating and $46 price target, suggesting 15% upside. The firm cited leverage to a turn in potash fundamentals which they said are near a bottom.

The firm comments, "Following the recent announcement of... More

Goldman Sachs Resumes Mosaic (MOS) at Buy, Would Be Aggressive Buyers

December 12, 2012 8:12 AM EST

Goldman Sachs resumes coverage on Mosaic (NYSE: MOS) with a Buy rating and $68 price target saying the estimate revision cycle is inflecting and cash return accelerating. It addition they said shares are cheap.

The firm comments, "We believe that MOS' estimate revision cycle is... More