Adverse news has created an attractive entry point for this high-quality firm.
Higher prices from elevated snowfall should more than offset near-term operational challenges.
Soybean prices could see volatility, and grain merchandisers should benefit.
Shares of the wide-moat deicing salt producer have risen double digits in the past few weeks, thanks to an above-average number of snow days this winter.
The hookup has received all regulatory approvals, and the combined firms will begin trading as Nutrien on Jan. 2.
Propped up by Chinese stimulus, mined commodity and miner share prices remain overvalued.
Climate change is responsible for the firm’s weak recent results, but not how you might think.
We continue to expect $1.2 billion in annual cost-saving synergies versus management's $3 billion target.
The wide-moat miner depends on deicing salt sales, and we expect the weather to bounce back in Compass' favor.
The narrow-moat company will spin off its acetate tow business into a joint venture with Blackstone.