Five Agrochemical Stocks Hedge Funds Like
For years, there have been discussions regarding the future food needs, as the population is expected to reach 9 billion by 2050, which means that we......(read more)
Posts Tagged ‘CF Industries Holdings Inc. (CF)’
3 Hot Mid-Caps to Buy Now According to Quant Billionaires
Quantitative hedge funds, or quants, are among the hottest and best-performing hedge funds in the world, consistently outpacing the market through their......(read more)
7 Biggest Nitrogen Fertilizer Manufacturers in America
The 7 biggest nitrogen fertilizer manufacturers in America are among some 30 companies that operate production facilities across the United States. Even......(read more)
Apple Inc. (AAPL), Alphabet Inc (GOOGL), More: See What This $36 Billion Hedge Fund Was Buying in Q3
Adage Capital Management is a Boston-based hedge fund founded in 2001 by Phil Gross and Robert Atchinson. As of June 30, Adage’s public equity portfolio......(read more)
Hedge Funds Like These Agricultural Chemicals Stocks
Although potash and other nutrient prices have not done well over the past few years due to flagging demand from China and India, the long-term future......(read more)
Big Changes At The Top of Passport Capital’s Portfolio As Yahoo (YHOO) Takes Top Spot
Passport Capital is a San Francisco-based global investment firm founded by John H. Burbank III in 2000. The fund’s investment strategy focuses around......(read more)
Hedge Funds Split on Agricultural Chemical Stocks
Agricultural chemical manufacturing industry can be split into two main components; fertilizers, which constitute about 60% of US industry revenue and......(read more)
Glendon Capital Management, Led By Several Ex-Barclays Members, Reveals Top Stock Picks for Q3
Glendon Capital Management L.P. was launched in April 2013 by Matthew Barrett, the former head of distressed debt and special situations investing at......(read more)
Massive Insider Selling at Apple Inc. (AAPL) & LHC Group Inc. (LHCG), Plus 3 Companies with Notable Insider Buying
Corporate insiders are constantly buying and selling shares of their own companies and outside investors are wise to keep track of such trades, as directors......(read more)
Why Are These Five Stocks in Spotlight on Monday?
On the first day of the trading week, crude oil is almost 2% lower on profit-taking and the major indexes are mostly flat. Among the stocks in the spotlight......(read more)
Can The Top 10 S&P 500 Dividend Growers Continue Their Rapid Dividend Growth?
The ten S&P 500 companies that have increased their dividend payout by the highest average annual rate during the last five years are analyzed in......(read more)
Struggling Nitrogen Fertilizer Producer and Two REITs Witness Heavy Insider Buying
Much research shows that insiders’ purchases tend to outperform broader market benchmarks by a wide margin on aggregate, which explains why individual......(read more)
Kyle Bass Slashes Portfolio to Short the Yuan
Kyle Bass of Hayman Capital, widely known for betting against subprime mortgages and earning hundreds of millions of dollars from that bet, is making......(read more)
Five Undervalued Agricultural Chemicals To Buy
The agricultural chemicals industry is down by about 6.6% over the last 12 months, which makes the industry an interesting study from an investment point......(read more)
5 Long Ideas from the 2015 Sohn London Conference
Hedge funds and prominent investors recently met at the Sohn London Conference to present their latest ideas, for the benefit of cancer research. Given......(read more)
New Additions Highlight Kyle Bass’ Top Stock Picks for Q4
Kyle Bass of Hayman Advisors is one investment manager with great cachet, which includes having a chapter dedicated to him in Michael Lewis’ post......(read more)
Investor Letter Reveals John Burbank Beat the Market in September; Take a Look at His Top Picks
John Burbank‘s Passport Capital managed to perform much better than many of its peers due to its short exposure. In its September letter to investors......(read more)
Crispin Odey Remains Bearish On Equities, Which Says A Lot About These 5 Stocks He Likes
Odey Asset Management Group‘s Crispin Odey is among the few fund managers who started 2015 on a bearish note. In a presentation he sent to investors......(read more)
5 Agricultural Chemicals Stocks to Own Right Now
Agrochemicals or agricultural chemicals represent chemical products that are primarily used for crop protection. The majority of players within this industry......(read more)
Hedge Funds Are Pulling Out Of These Basic Industries Stocks
At Insider Monkey, we gather and collate data from only the best hedge funds in the world in order to identify trends that we can profit from. With the......(read more)
McDonald’s Corporation (MCD), Constellation Brands, Inc. (STZ): WCG Management Still Likes Consumer Stocks
Barry Wittlin founded WCG Management, a New York-based macro hedge fund, in 2007. Prior to starting WCG Management, Wittlin worked at Bank of America......(read more)
Hedge Funds’ Top 5 Basic Industries Stocks Include CF Industries Holdings, Inc. (CF), Dow Chemical Co (DOW)
Basic industries are a requisite for most any type of manufacturing activity, being the ones that provide raw material for others to craft, pound, and......(read more)
Standard Pacific Capital Trims Exposure to Top Picks Including KAR Auction Services Inc (KAR) & Facebook Inc (FB)
Standard Pacific Capital is a medium-sized hedge fund headquartered in San Francisco, CA. Douglas Dillard and Raj D. Venkatesan, both graduates of Harvard......(read more)
McDonald’s (MCD), Autodesk (ADSK), Visa (V): WCG Management’s Top Picks for Q2
Barry Wittlin’s WCG Management appears to be more bullish on the U.S equity markets again following a big downturn in the fund’s exposure to equities......(read more)
What Hedge Funds Think About the Five Highest Total Cash Returns Stocks
The father of value investing, Benjamin Graham, in his famous book “The Intelligent Investor” recommended holding a 25/75 portfolio split......(read more)
General Motors Company (GM), Stanley Black & Decker Inc. (SWK), CF Industries Holdings Inc. (CF): WCG Management Loves Dividend Stocks
WCG Management is a New York-based macro hedge fund managed by Barry Wittlin. It specializes in trading bonds, currencies and interest rate swaps. The......(read more)
Dan Loeb’s Top Bullish Moves During the First Quarter
Dan Loeb, the manager of Third Point is one of the pioneers in activist investing. Third Point had over $15 billion in Assets Under Management at the......(read more)
Kurt Billick’s Bocage Capital Is Betting On These Stocks
Bocage Capital, founded by Kurt Billick, was launched in 2010 and is based in San Francisco. It is a market neutral commodity fund, which uses a bottom......(read more)
CF Industries Holdings, Inc. (CF), Terra Nitrogen Company, L.P. (TNH), Mosaic Co (MOS): Does It Smell in Here, or Is It Just Me?
I’m not sure about you, but whenever I stumble upon a company that matches my criteria as the “ideal” investment, I can’t help......(read more)
Is Syngenta AG (ADR) (SYT) Going to Burn These Hedge Funds?
What’s a smart Syngenta AG (ADR) (NYSE:SYT) investor to do? To many traders, hedge funds are viewed as overrated, outdated financial vehicles of......(read more)
Potash Corp./Saskatchewan (USA) (POT), Mosaic Co (MOS), Monsanto Company (MON): Three Crucial Developments That Can Rock Agriculture Investments in September
Image source: Wikimedia Commons August 2013 will perhaps find a place in the fertilizer industry’s history books. It was a tumultuous month, replete......(read more)
Sothebys (BID), The Walt Disney Company (DIS), CF Industries Holdings, Inc. (CF): Following Daniel Loeb’s Bets
Daniel Loeb, founder of Third Point LLC, is one of the most successful activist investors of the last decade. I had the chance to assist in a class led......(read more)
Elan Corporation, plc (ADR) (ELN), Tibco Software Inc. (TIBX): What This 758% Gainer Has Been Buying
Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a......(read more)
Agrium Inc. (USA) (AGU): Hedge Funds Are Bearish and Insiders Are Undecided, What Should You Do?
In the 21st century investor’s toolkit, there are tons of indicators investors can use to analyze Mr. Market. Some of the most underrated are hedge......(read more)
CF Industries Holdings, Inc. (CF), Inter Parfums, Inc. (IPAR): 5 Under-The-Radar Stocks Benjamin Graham Would Want To Own
In doing a GARP screen the other day, I was surprised by the top five picks it turned up. But before I reveal their names, you might be wondering, “......(read more)
This Metric Says You Are Smart to Sell Potash Corp./Saskatchewan (USA) (POT)
Is Potash Corp./Saskatchewan (USA) (NYSE:POT) a sell? To many investors, hedge funds are assumed to be useless, old investment tools of a forgotten age......(read more)
Mosaic Co (MOS): Insiders Are Buying, Should You?
What’s a smart Mosaic Co (NYSE:MOS) investor to do? If you were to ask many investors, hedge funds are perceived as useless, outdated investment......(read more)
Agrium Inc. (USA) (AGU), Potash Corp./Saskatchewan (USA) (POT): This Outperformer’s Dividend Grew 1,700% in 2 Years
When a company’s business increasingly depends on uncontrollable factors such as weather, sustaining top and bottom-line growth becomes a real challenge......(read more)
Hedge Funds Are Betting On CF Industries Holdings, Inc. (CF)
CF Industries Holdings, Inc. (NYSE:CF) has a ton of supporters. How about in the hedge fund industry? If you were to ask many of your fellow readers,......(read more)
CF Industries Holdings, Inc. (CF), Alliant Techsystems Inc. (ATK): Shareholders’ Boardroom Clout Increases
How do you make an entire corporate board squirm? Well, one way is to get enough people to support your shareholder resolution when management opposes......(read more)
CF Industries Holdings, Inc. (CF), Mosaic Co (MOS), Agrium Inc. (USA) (AGU): Three Solid Reasons That Natural Gas Fears Shouldn’t Keep You Away From This Stock
When a company’s quarterly profits drop 18% year over year despite record sales for its primary product, you know you need to dig deeper into the......(read more)
Mosaic Co (MOS), CF Industries Holdings, Inc. (CF), Agrium Inc. (USA) (AGU): Billionaire Agricultural Activism Afoot
Famed activist investor Dan Loeb of the Third Point hedge fund is known for his successful activist campaign over at Yahoo!, but he’s now trading......(read more)
Will Fertilizer Fallout Hurt or Help CF Industries Holdings, Inc. (CF) Earnings?
CF Industries Holdings, Inc. (NYSE:CF) will release its quarterly report next Tuesday, and the fertilizer company’s stock has been volatile given......(read more)
Dan Loeb Makes the Case for Sony Corporation (ADR) (SNE), CF Industries Holdings, Inc. (CF), and Yahoo! Inc. (YHOO)
Dan Loeb’s hedge fund, Third Point, sent a letter to its investors on Monday. Third Point identifies itself as a macro- and event-based fund, but is......(read more)
Hedge Fund News: Bill Ackman, Herbalife Ltd. (HLF), Air Products & Chemicals, Inc. (APD)
Editor’s Note: Related tickers: Herbalife Ltd. (NYSE:HLF), Air Products & Chemicals, Inc. (NYSE:APD), Sony Corporation (ADR) (NYSE:SNE), Microsoft......(read more)
CF Industries Holdings, Inc. (CF), Interpublic Group of Companies Inc (IPG), L Brands Inc (LTD): Today’s Three Best Stocks
The S&P 500 took a break from its formerly breakneck pace today. A Federal Reserve meeting on the imminent horizon has spooked investors enough over......(read more)
Hedge Fund News: Dan Loeb, Sony Corporation (ADR) (SNE), Dell Inc. (DELL)
Editor’s Note: Related tickers: Sony Corporation (ADR) (NYSE:SNE), Dell Inc. (NASDAQ:DELL), CF Industries Holdings, Inc. (NYSE:CF), Yahoo! Inc. (......(read more)
Are Potash Corp./Saskatchewan (USA) (POT) Earnings a Bad Omen for Fertilizer Producers?
So much for mitigating risk across a diverse business. Potash Corp./Saskatchewan (USA) (NYSE:POT) delivered dismal earnings, reduced its full-year outlook......(read more)
Hercules Offshore, Inc. (HERO), Chevron Corporation (CVX): Five Disturbing Energy Blunders in 2013
Pipeline blaze in the Gulf. Photo credit: AP Photo/US Coast Guard, Petty Officer 3rd Class Carlos Vega. So far, 2013 isn’t shaping up to be the......(read more)
Valero Energy Corporation (VLO), CF Industries Holdings, Inc. (CF): Are You Patient Enough to Invest?
Patience is virtue. It is a state of being that is developed over time. Being a good investor is about more than finding a great company at a great price......(read more)
