Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Why Mosaic, Vale, and Three Other Stocks Are in the Spotlight

Page 1 of 2

Crude futures are well in the green this morning as the worry over a potential ‘Brexit’ diminishes. Although there is a distinct probability that Britain might leave the EU, the recent death of a pro-EU UK legislator has galvanized support for the status quo.

Among the stocks trending today amid the backdrop are Mosaic Co (NYSE:MOS), Vale SA (ADR) (NYSE:VALE), Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA), Innocoll Holdings PLC (NASDAQ:INNL), and Pembina Pipeline Corp (NYSE:PBA). Let’s take a closer look at each stock and see how elite funds are positioned among them.

We believe that imitating hedge funds and other large institutional investors can be helpful in identifying stocks capable of outperforming the broader market. Through extensive research that covered portfolios of several hundred large investors between 1999 and 2012, we determined that following the small-cap stocks that large money managers are collectively bullish on, can generate monthly returns nearly 1.0 percentage points above the market (see the details here).

soil, compost, plant, mix, potassium, phosphorus, nutrient, gardening, garden, nitrogen, green, pile, land, hands, grow, agriculture, field, pellets, chemical, humus,

Singkham/Shutterstock.com

Potential Deal in the Fertilizer Sector

According to ReutersMosaic Co (NYSE:MOS) is in talks with Vale SA (ADR) (NYSE:VALE) to buy the company’s fertilizer unit. Although the details of the talks are unknown currently, various sources say that the value of the assets in question could garner as much as $3 billion. The deal could be financed by cash and stock or by another method. Mosaic has been seeking opportunities to buy quality assets in the beaten-up sector that might add long-term value, and Vale needs to raise liquidity to meet its $10 billion debt reduction goal by 2017. Among the funds in our database, 21 funds owned shares of Mosaic Co (NYSE:MOS) while 26 investors were long Vale SA (ADR) (NYSE:VALE) at the end of March.

Follow Mosaic Co (NYSE:MOS)
Trade (NYSE:MOS) Now!

Follow Vale S A (NYSE:VALE)
Trade (NYSE:VALE) Now!

Ariad Strikes Distribution Deal

Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA) shares opened higher but have given up those gains amid news that the company completed two distribution agreements for Iclusig in Latin America and the Middle East/North Africa. In Latin America, ARIAD will work with Pint Pharma, which will pay ARIAD upfront and potential regulatory milestone payments of $15 million and royalties of over 50% of sales, while in the Middle East and North Africa, the company will work with Biologix FZCo, who will also pay ARIAD more than 50% of the Iclusig sales in those areas. At the end of March, 26 funds we track owned $296.02 million worth of Ariad Pharmaceuticals, Inc. (NASDAQ:ARIA)’s stock, which accounted for 24.40% of the float, versus 29 funds and $245.94 million, respectively, a quarter earlier.

Follow Ariad Pharmaceuticals Inc (NASDAQ:ARIA)
Trade (NASDAQ:ARIA) Now!

On the next page, we examine Innocoll Holdings PLC, and Pembina Pipeline Corp.

Page 1 of 2
Loading Comments...