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Europe Worries Creep Back (DRI, FDO, JBL, AMZN, AAPL, CGA, PALAF)

Posted by Geoff Seiler at 4:46PM on September 28th

In a seesaw session, stocks ended up finishing lower on the day. Stocks were buoyed early by a solid durable goods report that showed a surge in capital good orders — which includes nondefense orders for things such as industrial…

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Limited Global Production Powers Potash Higher (POT, CF, CAGC, CGA, TNH, IPI)

Posted by Eric Monte at 12:31PM on July 28th

Shares of Potash Corp of Saskatchew (POT), the world’s largest fertilizer maker, are up 3% after the company posted a second-quarter profit of $840 million, or 96 cents a share, compared with earnings of $480 million, or 53 cents a share,…

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China Spy: Investors Bid Up ‘High Flying’ Stocks (GA, CYOU, NQ, CGA, VIT, CEA)

Posted by Eric Monte at 2:39PM on July 27th

The Hang Seng Index performed well over the past week, gaining over 3%. As clarity was brought to the Greek debt crisis investors began to take on more risk. Traditionally high flying Indexes that focus on the Internet saw the…

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Ideas for Speculators Among Hard-Hit Chinese Names (CBPO, CHBT, CSKI, CNOA, CGA, SEED, CAGC, RENN, DANG, YOKU, SORL, ZX, CAAS, WATG, ISS, CTFO, CNIT)

Posted by Jason Smith at 8:57AM on June 20th

While the market was positive last week for the first time in six weeks, speculative segments continue to struggle, weighed on by economic concerns, and, for Chinese names especially, ongoing concerns about accounting irregularities.

After last week’s action, Chinese Indexes…

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Afternoon Spy: Smart Traders Seeking Safe Havens (YONG, CGA, JVA, NXTM, MLPG, MLPL, TLT, TLH, SLV, SINA, JVA, AAPL, WFR)

Posted by Jason Smith at 2:20PM on June 10th

The recent slide for stocks resumed on Friday, with carnage across the board. Investors appear to have given up on this week, and are looking forward to the weekend. Meanwhile, aside from a very few isolated bright spots, safe-haven instruments…

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Traders Flee Chinese Ag Names After Disappointing Earnings (CAGC, FEED, GRO, YONG, CGA, SEED)

Posted by Jason Smith at 10:43AM on November 10th

China Agritech (CAGC) and AgFeed Industries (FEED) slid by double-digits on Wednesday after reporting respective quarterly performance figures for the three months ended September 30.

China Agritech is off by -18% after floods weighed on the company’s third-quarter performance. Earnings totaled $1.8 million,…

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Chinese Ag Shares Widely Mixed On Sparse News (CAGC, CGA, YONG, GRO, CNOA)

Posted by Jason Smith at 2:30PM on October 18th

Aside from a continued slide in corn futures, which were off for their fourth straight session on Monday, it was a day of scarce news in the agricultural space, but that didn’t stop traders from sending select Chinese players more…

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Seed Worries Weigh On A Pro-Favorite Ag Stock (MON, CGA, CAGC, BHP, POT, YARIY, IPI, TNH)

Posted by Owen Vater at 2:15PM on September 28th

Monsanto (MON) slipped by -9% on Tuesday after early harvest data from Iowa indicated that the firm’s SmartStax genetically modified corn seeds are underperforming cheaper competitors. Jefferies’ analyst Laurence Alexander brought the data to Wall Street’s attention in a report this…

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Fertilizer Stocks Getting Some Analyst Love (CF, AGU, MOS, BHP, POT, IPI, CAGC, CGA, YONG, YARIY)

Posted by Owen Vater at 9:47AM on September 23rd

Soleil Securities initiated coverage on CF Industries Holdings (CF) at “Hold” last week, and the analyst turned bullish on the stock this morning. The firm took CF to “Buy” and hiked its price target to $116 from $105, noting that the…

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Chinese Ag Stocks On The Move (SEED, CNOA, FEED, CAGC, CGA, YONG)

Posted by Jason Smith at 11:45AM on September 22nd

Origin Agritech (SEED) soared by double-digits on Wednesday after the company announced a comprehensive, worldwide agreement with the Institute of Plant Protection for exclusive rights to sell and develop products using its internally developed Bt-gene. The stock is trading at its…

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