Selling Syngenta out of my Jubak Picks portfolio on Monday, December 12
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Grim news from Deere on farm sector (and its own first quarter earnings)
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Buy Syngenta on the Dow/DuPont merger talks
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Monsanto’s really ugly earnings today do point to where the problems are in third quarter earnings growth–Surprise! profits aren’t equally bad across the economy
What’s that you say—you didn’t know there is a debate over earnings for the calendar third quarter? Earnings per share for the stocks in the Standard & Poor’s 500 are projected by Wall Street analysts to fall by 6.9% in the quarter. There’s a good possibility, though, that the projected decline in S&P 500 earnings overstates the weakness in the quarter. The index over-weights the energy sector
It’s too early to buy most of the farm sector but not for Mosaic
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Weakness in Dow Chemical’s agriculture business says it’s still too early for stocks in the farm sector
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Sector Monday: Higher estimates on China corn inventories deal setback to farm stocks
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Deere continues to push ahead on Big Data technology in the midst of a horrible farm sector downturn
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DuPont isn’t the biggest of the three seed giants but it might be the best investment
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Planting is up and grain stocks are down–great news for agriculture stocks this morning from the USDA
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