Friday, January 24, 2014

Top Food Stocks To Watch For 2015

With the�SPDR S&P Biotech Index�up 35% over the trailing-12-month period, it's evident that investment dollars are willingly flowing into the biotech sector. Keeping that in mind, let's have a look at some of the rulings, studies, and companies that made waves in the sector last week.

There weren't many well-known names making big moves this week, but we were privy to a good variety of stories including FDA designations and new drug filings, plenty of analyst action, and a late-week, rally-killing share offering.

The best-known, and potentially most exciting, story of the week was the Food and Drug Administration's classification of Pfizer's (NYSE: PFE  ) Palbociclib as a "breakthrough therapy." Palbociclib is an oral treatment for ER+, HER2-positive metastatic breast cancer that, in trials, when combined with Novartis'�Femara, crushed the control arm made up of Femara alone in terms of progression-free survival (26.1 months versus 7.5 months). Those amazing results earned Palbociclib this extremely rare designation from the FDA, which should help expedite its development and hopeful approval of the drug.�

Top Food Stocks To Watch For 2015: Campbell Soup Co (CPB)

Campbell Soup Company (Campbell), incorporated on November 23, 1922, together with its subsidiaries, is a manufacturer and marketer of branded convenience food products. The Company operates in five segments: U.S. Simple Meals; Global Baking and Snacking; International Simple Meals and Beverages; U.S. Beverages; and North America Foodservice. In June 2012, the Company purchased 1300 Admiral Wilson Boulevard in Camden. On August 6, 2012, the Company completed the acquisition of BF Bolthouse Holdco LLC (Bolthouse Farms). In September 2012, Vilmorin & Cie SA acquired the tomato and pepper breeding and sales business of the Company. In June 2013, Campbell Soup Co completed the acquisition of Plum Organics. In August 2013, Campbell Soup Company completed the acquisition of Kelsen Group A/S.

In the United States, Canada and Latin America, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores, drug stores, dollar stores and other retail, commercial and non-commercial establishments. In Europe, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores and other retail, commercial and non-commercial establishments. In the Asia Pacific region, the Company�� products are resold to consumers through retail food chains, convenience stores and other retail, commercial and non-commercial establishments.

U.S. Simple Meals

The U.S. Simple Meals segment aggregates the operating segments: U.S. Soup and U.S. Sauces. The U.S. Soup retail business includes the products, such as Campbell�� condensed and ready-to-serve soups, and Swanson broth and stocks. The U.S. Sauces retail business includes Pregopasta sauces, Pace Mexican sauces, Campbell�� canned gravies, pasta, and beans, and Swanson canned poultry.

Global Baking and Snacking

The Global Baking and Snacking segment include Pepperi! dge Farm cookies, crackers, bakery and frozen products in the United States retail. It also includes Arnott�� biscuits in Australia and Asia Pacific.

International Simple Meals and Beverages

The International Simple Meals and Beverages segment aggregates the simple meals and beverages operating segments outside of the United States, including Europe, the retail business in Canada, and the businesses in Asia Pacific, Latin America and China. The segment�� operations include Erasco and Heisse Tasse soups in Germany,Liebig and Royco soups in France, Devos Lemmens mayonnaise and cold sauces and Campbell�� and Royco soups in Belgium, and Bla Band soups and sauces in Sweden. In Canada, operations include Habitant and Campbell�� soups, Prego pasta sauces, Pace Mexican sauces, V8 juices and beverages and certain Pepperidge Farm products. In Asia Pacific, operations include Campbell�� soup and stock, Kimball sauces, V8 juices and beverages, Prego pasta sauce and Swanson broths.

U.S. Beverages

The U.S. Beverages segment represents the United States retail beverages business, including V8 juices and beverages, and Campbell�� tomato juice.

North America Foodservice

The North America Foodservice segment represents the distribution of products, such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through food service channels in the United States and Canada.

Advisors' Opinion:
  • [By Rich Duprey]

    While Campbell Soup's (NYSE: CPB  ) stock has jumped 44% over the past year and is�30% higher so far in 2013, profit growth has been a much more tepid 6% over the last five years, like a bowl of soup left too long on a windowsill to cool off. That's why its purchase of organic baby foods and snacks maker Plum Organics holds the promise of getting sales and earnings back to a rolling boil.

  • [By Rich Smith]

    It might not be obvious to the casual observer, but right now, today, Campbell's (NYSE: CPB  ) stock offers one of the best values available in the processed foods industry. Why?

  • [By Paul Ausick]

    Big earnings movers: Campbell Soup Co. (NYSE: CPB) is down 3.2% at $43.30. Corinthian Colleges Inc. (NASDAQ: COCO) is down 10.3% at $2.34. JA Solar Holdings Co. Ltd. (NASDAQ: JASO) is down 6.9% at $7.40.

  • [By Demitrios Kalogeropoulos]

    Campbell Soup (NYSE: CPB  )
    This convenience-food company has been on a buying binge. Campbell spent $1.55 billion last year on Bolthouse Farms, and recently closed a few smaller deals, including one for Plum Organics, the No. 2 brand of organic baby food in the U.S. That aggressive acquisition strategy has given Campbell's sales a shot in the arm. Last quarter, for example, revenue jumped by 15% almost entirely thanks to new sales from the Bolthouse Farms brand.

Top Food Stocks To Watch For 2015: Latteno Food Corp (LATF)

Latteno Food Corp. (Latteno), incorporated on August 24, 1994, is engaged in acquiring, organizing, developing and upgrading companies in the international food and beverage market. Latteno is specializing in the dairy industry and coffee industry. The Company operates through its subsidiary in Brazil. On February 10, 2010 Latteno acquired Global Milk Businesses and Administration of Private Properties Ltda. (Global Milk). Global Milk holds the rights of certain intellectual property of the brand name products manufactured and sold under the brand name Teixeira. In March 2013, the Company acquired Green Cannabis Collective Inc.

Latteno is leasing an instant and roasted coffee factory located in Cruzeiro, Sao-Paulo, which was property the Company previously owned under its BDFC Brasil Alimentos Ltda (BDFC) subsidiary. In addition to the lease, the Company has maintained ownership of four brand names, Samba Cafe, Vivenda, Torino and Brazilian Best, used in the past by Latteno to sell its instant and roasted coffee across the world. The Company engaged the service companies to assist with its operations, such as Log-Frio Ltda, SigaSolutions Ltda, Microsiga Ltda and Varistao Transportes Ltda.

The Company competes with Nestle, Companhia Cacique de Cafe Soluvel, Cafe Soluvel Brasilia and Companhia lguacu de Cafe Soluvel.

Top 5 Blue Chip Stocks To Own Right Now: Koninklijke Ahold NV (AHONY)

Koninklijke Ahold N.V. (Ahold), incorporated on April 29, 1920, is engaged in the operation of retail food stores in the United States and Europe through subsidiaries and joint ventures. Ahold�� retail operations are presented in four segments: Stop & Shop/Giant-Landover, Giant-Carlisle, Albert Heijn and Albert/Hypernova. During the fiscal year ended January 3, 2010 (fiscal 2009), it operated 2,909 stores. On February 8, 2010, Ahold�� Giant-Carlisle acquired 25 stores from Ukrop�� Super Markets.

Franchisees operated 783 of the Albert Heijn, Etos and Gall & Gall stores, 463 of which were either owned by the franchisees or leased independently from Ahold. Of the 2,446 stores, 20% were company-owned and 80% were leased. Ahold�� stores range in size from 20 to over 10,000 square meters. Albert Heijn is a food retailer in the Netherlands. Etos is a health and beauty retailer in the Netherlands. Gall & Gall is a wine and liquor specialist in the Netherlands. Stop & Shop is a supermarket brand, operating in six states in the northeast United States. Giant-Landover is a supermarket brand, operating in four states in the mid-Atlantic United States. Peapod is an online grocery delivery service working in partnership with Stop & Shop and Giant-Landover. It also serves the metropolitan areas of Chicago, Illinois; Milwaukee and Madison, Wisconsin, and the northern areas of Indiana.

Advisors' Opinion:
  • [By Rich Duprey]

    As mentioned, Kroger is still swallowing Harris Teeter and has said it needs time to make more acquisitions. Royal Ahold (NASDAQOTH: AHONY  ) is also said to be leery about doing large acquisitions these days, while Cerberus recently finished acquiring the Albertsons and Acme chains from SUPERVALU (NYSE: SVU  ) �for $3.3 billion.

Top Food Stocks To Watch For 2015: MusclePharm Corp (MSLP.PK)

MusclePharm Corporation (MusclePharm), incorporated on August 4, 2006, is engaged in the business of providing personal fitness training using isometric techniques (Tone in Twenty). Muscle Pharm offers 12 products: Assault, Battle Fuel, Bullet Proof, Combat Powder, MuscleGel, Shred Matrix, Re-con, Armor-V, BCAA 3:1:2, ZMA Max, Glutamine and Creatine. MusclePharm is an expanding healthy life-style company that develops and distributes a full line of National Sanitation Foundation International and scientifically approved, nutritional supplements that are 100% free of any banned substances. MusclePharm products are sold in over 120 countries and available in over 5,000 United States retail outlets, including GNC, Vitamin Shoppe and Vitamin World. The Company also sells its products in over 100 online stores, including bodybuilding.com, amazon.com and vitacost.com.

Assault

Assault helps fight fatigue, boost performance, build muscle, increase int ensity, hydrate muscles and feed muscles valuable, clinically-proven nutrients, such as ConCrete, Beta Alanine, BCAAs and Cinnulin. Assault is a safe pre-workout formula that increases strength, aerobic and anaerobic performance, reduces stomach fat and meets NFS and informed choice product standards for being free of banned substances.

Battle Fuel

Battle Fuel helps to increase lean mass and strength, improve endurance and energy levels, naturally detoxify and enhance aggressive mental focus. The herbal formula enhances and supports all things masculine to drive strength, power and lean muscle mass development. Battle Fuel also assists with recovery through an intense combination of cleansing agents and natural elements that reduce fatigue and improve cellular immunity.

Bullet Proof

Bullet Proof helps increase recovery effectiveness and hormonal up-regulation. It also improves lean muscle tissue growth and helps relieve som e forms of pain.

Combat Powder

C! om! bat helps the body receive 25 grams of high quality protein, fuel fat loss, support healthy body composition, nourish lean muscle and speed up recovery. Combat is designed to help fill the gap in nutrition that athletes and super-active people may experience, to ensure their bodies are growing and recovering.

MuscleGel

MuscleGel helps in receiving more of the nutrients that body needs every day. Packed full of different proteins like building block amino acids, MuscleGel�� patented Pro-Fusion Technology gel format yields a fast-absorbing, highly bio-available source of next generation fitness food. For protein, carbohydrates and vitamins, MuscleGel delivers. It works on-the-go, fills athletes up and streams right to those parts of an athletes��body where nutrients are needed most.

SHRED Matrix

SHRED Matrix is superior for burning fat naturally, counteracting mood swings and helping athletes stay focused on weight loss a nd quick results. This 8-Stage Weight Loss System was specifically made for athletes and people who exercise regularly. As a total body diet, it sheds pounds, burns fat cells and attacks fat loss from every angle. While natural fat burners are at work, proven ingredients like Sugar Stop and the enzyme aid matrix keep athletes��appetites in check. Additionally, the formula is tuned so users won�� experience jitters or a crash.

Re-con

Re-con helps athletes recover quicker and more effectively, repair muscle cells, feed the body nutrients and grow stronger with ingredients, such as BCAAs, EAAs, cellular detoxifiers, muscle-loading carbohydrates and stress hormone regulators. This maximizes an athlete�� anabolic window, the post-workout phase where the body repairs and rebuilds tissue. Re-con promotes growth from every angle, delivering proteins and nutritious elements in their ideal forms.

Armor-V

Armor-V helps athletes receive a full dose of important vitamins and minerals,! keep! s ! vital o! rgans, such as the liver clean of toxins, recover faster and keep the body�� hormones balanced. This system was designed to meet the standards of high-performance athletes, who need a dedicated source of vitamins and minerals. Loaded with anti-oxidants and system optimizers derived from fruits and vegetables, Armor-V brings together organic, herbal and natural ingredients into a multi-nutrient complex that benefits active bodies.

BCAA 3:1:2

BCAA helps athletes receive ideal amounts of the Branched Chain Amino Acids (BCAA) Leucine, Isoleucine and Valine, from this patented ratio of 3:1:2, promote muscle development and maintenance, increase lean body mass and spur weight loss. BCAAs are part of the group of essential amino acids a body needs. Its patented 3:1:2 ratio is designed to release the ideal amounts of each amino acid both before and after a workout. This prevents muscle breakdown and leads to gains in body mass without losing weight.

ZMA Max

MusclePharm ZMA Max supports muscle growth and recovery, promotes deeper and more efficient sleep to maximize healing, tissue repair, anabolic hormone production and testosterone levels. It delivers the benefits of precise dosages and ZMA ingredient ratios and adds the synergistic effects of clinically-proven Fenugreek to support the balance of cholesterol levels, as well as increase of healthy libido function in women and men.

MP Glutamine

MusclePharm Core Series MP Glutamine supplement increases whole body glutamine status by enhancing an athlete�� uptake, bioavailability and digestion. Feeding the body a dedicated source of glutamine ultimately provides optimal muscle-tissue saturation through an range of three pure yet diverse nutritional glutamine complexes that delivers a substantial range of benefits.

Creatine

MusclePharm MP Core Series Creatine increases creatine status by enhancing up take and bioavailability while fueling stamina, s! trength a! nd! lean mus! cle growth. Many athletes who engage in high-intensity/short duration exercises like weightlifting use creatine. The clinically-proven ingredient Cinnulin heightens absorption, which assists its five pure and diverse creatine complexes, delivering a range of benefits will launch directly into muscles. MP Creatine increases explosive energy, ATP energy and overall power.

The Company competes with Optimum Nutrition, Inc. (Optimum), Iovate Health Sciences, Inc. (IHS), Bio-Engineered Supplements and Nutrition, Inc. (BSN).

Top Food Stocks To Watch For 2015: Nestle SA (NESN.VX)

Nestle SA is a Swiss Company engaged in the nutrition, health and wellness sectors. It is the holding company of the Nestle Group, which comprises subsidiaries, associated companies and joint ventures throughout the world. It has such business units as Food and Beverage, Nestle Waters and Nestle Nutrition. It is also active in the pharmaceutical sector. It divides its products into Powdered and liquid beverages, Water, Milk products and Ice cream, Nutrition, Prepared dishes and cooking aids, Confectionery, PetCare and Pharmaceutical products. In February 2011, the Company acquired CM&D Pharma Ltd.

Top Food Stocks To Watch For 2015: Kellogg Co (K)

Kellogg Company (Kellogg), incorporated in 1922, is engaged in the manufacture and marketing of ready-to-eat cereal and convenience foods. Kellogg�� principal products are ready-to-eat cereals and convenience foods, such as cookies, crackers, toaster pastries, cereal bars, fruit-flavored snacks, frozen waffles and veggie foods. As of February 28, 2012, these products were, manufactured by the Company in 17 countries and marketed in more than 180 countries. It also markets cookies, crackers, and other convenience foods, under brands, such as Kellogg��, Keebler, Cheez-It, Murray, Austin and Famous Amos, to supermarkets in the United States. Its cereal products are generally marketed under the Kellogg�� name and are sold principally to the grocery trade through direct sales forces for resale to consumers. Effective June 1, 2012, Procter & Gamble Co announced that it has completed the sale of its Pringles business to Kellogg.

As of February 28, 2012, Kellogg operated manufacturing plants and distribution and warehousing facilities totaling more than 30 million square feet of building area in the United States and other countries. Its manufacturing facilities in the United States include four cereal plants and warehouses located in Battle Creek, Michigan; Lancaster, Pennsylvania; Memphis, Tennessee; Omaha, Nebraska and other plants or facilities in San Jose, California; Atlanta, Augusta, Columbus, and Rome, Georgia; Chicago, Illinois; Seelyville, Indiana; Kansas City, Kansas; Florence, Louisville, and Pikeville, Kentucky; Grand Rapids and Wyoming, Michigan; Blue Anchor, New Jersey; Cary and Charlotte, North Carolina; Cincinnati, West Jefferson, and Zanesville, Ohio; Muncy, Pennsylvania; Rossville, Tennessee; Clearfield, Utah; and Allyn, Washington. As of February 28, 2012, outside the United States, the Company had, additional manufacturing locations, some with warehousing facilities, in Australia, Brazil, Canada, Colombia, Ecuador, Germany, Great Britain, India, Japan, Mexico, Russia, S! outh Africa, South Korea, Spain, Thailand and Venezuela.

The Company�� trademarks include Kellogg�� for cereals, convenience foods and its other products, and the brand names of certain ready-to-eat cereals, including All-Bran, Apple Jacks, Bran Buds, Cinnamon Crunch Crispix, Choco Zucaritas, Cocoa Krispies, Complete, Kellogg�� Corn Flakes, Corn Pops, Cracklin��Oat Bran, Crispix, Cruncheroos, Crunchmania, Crunchy Nut, Eggo, Kellogg�� FiberPlus, Froot Loops, Kellogg�� Frosted Flakes, Kellogg�� Krave, Frosted Krispies, Frosted Mini-Wheats, Fruit Harvest, Just Right, Kellogg�� Low Fat Granola, Mueslix, Pops, Product 19, Kellogg�� Raisin Bran, Raisin Bran Crunch, Rice Krispies, Rice Krispies Treats, Smacks/Honey Smacks, Smart Start, Kellogg�� Smorz, Special K, Special K Red Berries and Zucaritas in the United States and elsewhere; Crusli, Sucrilhos, Vector, Musli, NutriDia, and Choco Krispis for cereals in Latin America. Vive and Vector are brands in Canada; Coco Pops, Chocos, Frosties, Fruit�� Fibre, Kellogg�� Crunchy Nut Corn Flakes, Honey Loops, Kellogg�� Extra, Sustain, Muslix, Country Store, Ricicles, Smacks, Start, Pops, Optima and Tresor for cereals in Europe; and Cerola, Sultana Bran, Chex, Frosties, Goldies, Rice Bubbles, Nutri-Grain, Kellogg�� Iron Man Food, and BeBig for cereals in Asia and Australia. In additional, the Company trademarks are the names of certain combinations of ready-to-eat Kellogg�� cereals, including Fun Pak, Jumbo, and Variety.

Other Company brand names include Kellogg�� Corn Flake Crumbs; All-Bran, Choco Krispis, Froot Loops, Special K, NutriDia, Kuadri-Krispis, Zucaritas and Crusli for cereal bars, Komplete for biscuits; and Kaos for snacks in Mexico and elsewhere in Latin America; Pop-Tarts and Pop-Tarts Ice Cream Shoppe for toaster pastries; Pop-Tarts Mini Crisps for crackers; Eggo, Eggo FiberPlus and Nutri-Grain for frozen waffles and pancakes; Rice Krispies Treats for baked snacks and convenience foods; Special K! and Spec! ial K2O for flavored protein water mixes and protein shakes, and Nutri-Grain cereal bars, Nutri-Grain yogurt bars, for convenience foods in the United States and elsewhere. Brands like K-Time, Rice Bubbles, Day Dawn, Be Natural, Sunibrite and LCMs for convenience foods in Asia and Australia; Nutri-Grain Squares, Nutri-Grain Elevenses, and Rice Krispies Squares for convenience foods in Europe; Kashi and GoLean for certain cereals, nutrition bars, and mixes; TLC for granola and cereal bars, crackers and cookies; Special K and Vector for meal replacement products; Bear Naked for granola cereal, bars and trail mix and Morningstar Farms, Loma Linda, Natural Touch, Gardenburger and Worthington for certain meat and egg alternatives. It also markets convenience foods under trademarks and trade names, which include Keebler, Austin, Keebler Baker�� Treasures, Cheez-It, Chips Deluxe, Club, E. L. Fudge, Famous Amos, Fudge Shoppe, Kellogg�� FiberPlus, Gripz, Jack��, Jackson��, Krispy, Mother��, Murray, Murray Sugar Free, Ready Crust, Right Bites, Sandies, Special K, Soft Batch, Stretch Island, Sunshine, Toasteds, Town House, Vienna Creams, Vienna Fingers, Wheatables and Zesta.

The Company�� trademarks also include logos and depictions of certain animated characters in conjunction with its products, including Snap!Crackle!Pop! for Cocoa Krispies and Rice Krispies cereals and Rice Krispies Treats convenience foods; Tony the Tiger for Kellogg�� Frosted Flakes, Zucaritas, Sucrilhos and Frosties cereals and convenience foods, and Ernie Keebler for cookies, convenience foods and other products. It also includes the Hollow Tree logo for certain convenience foods; Toucan Sam for Froot Loops cereal; Dig ��m for Smacks/Honey Smacks cereal; Sunny for Kellogg�� Raisin Bran and Raisin Bran Crunch cereals, Coco the Monkey for Coco Pops cereal; Cornelius for Kellogg�� Corn Flakes; Melvin the Elephant for certain cereal and convenience foods, and Chocos the Bear, Sammy the Seal (aka Smaxey the Seal! ) for cer! tain cereal products.

Advisors' Opinion:
  • [By Paul Ausick]

    Big Earnings Movers: Kellogg Co. (NYSE: K) is up 0.7% at $62.72 after announcing a restructuring program. CME Group Inc. (NASDAQ: CME) is down 1.2% at $73.77 after reporting earnings this morning. Realogy Holdings Corp. (NYSE: RLGY) is up 7.7% at $43.79.

  • [By Joseph Hogue]

    Between Sept. 14 and Nov. 15 last year, as investors rushed to companies with solid, government-proof revenue, Family Dollar (NYSE: FDO) gained 2.6%, and Kellogg (NYSE: K) surged 7.4%.

Top Food Stocks To Watch For 2015: Prestige Brand Holdings Inc.(PBH)

Prestige Brands Holdings, Inc., together with its subsidiaries, engages in marketing, selling, and distributing over-the-counter healthcare and household cleaning products primarily in North America. The company?s Over-The-Counter Healthcare segment offers a portfolio of OTC products under nine core OTC brands, including Chloraseptic sore throat remedies, Clear Eyes eye drops, Compound W wart removers, Dramamine motion sickness products, Efferdent and Effergrip denture products, Little Remedies pediatric healthcare products, Luden's cough drops, PediaCare pediatric healthcare products, and The Doctor?s brand of oral care products. This segment also provides other significant brands that include Dermoplast first-aid products, Murine eye and ear care products, NasalCrom allergy relief product, New-Skin liquid bandage, and Wartner wart removers. Its Household Cleaning segment markets household cleaning products, such as abrasive and non-abrasive tub and tile cleaner, scrubb ing pads and sponges, dilutables, anti-bacterial hard surface spray for counter tops, and glass cleaners under the Comet, Chore Boy, and Spic and Span brands. Prestige Brands Holdings distributes its products through various retail channels, including drug, food, dollar, and club stores, as well as supermarkets and mass merchandisers. The company was founded in 1996 and is headquartered in Irvington, New York.

Advisors' Opinion:
  • [By Sean Williams]

    What: Shares of Prestige Brands (NYSE: PBH  ) , a marketer of over-the-counter health care and household cleaning products, jumped as much as 14% after it announced the acquisition of Australia's Care Pharmaceuticals.

Top Food Stocks To Watch For 2015: Ruddick Corporation(RDK)

Ruddick Corporation, through its subsidiaries, engages in the operation of a regional chain of supermarkets primarily in the southeastern and mid-Atlantic United States, and the District of Columbia. The company?s supermarkets offer an assortment of groceries, produce, meat and seafood, delicatessen items, bakery items, and wines, as well as non-food items, such as health and beauty care, general merchandise, and floral products; and pharmaceutical products. As of October 2, 2011, Ruddick Corporation operated 204 supermarkets, 136 in North Carolina, 36 in Virginia, 13 in South Carolina, 6 in Maryland, 5 in Tennessee, 3 in Delaware, 3 in the District of Columbia, 1 in Florida, and 1 in Georgia. The company was founded in 1891 and is headquartered in Charlotte, North Carolina.

Top Food Stocks To Watch For 2015: CVR Partners LP(UAN)

CVR Partners, LP engages in the production of nitrogen fertilizers including ammonia and urea ammonium nitrate. The company was incorporated in 2007 and is based in Sugar Land, Texas. CVR Partners, LP operates as a subsidiary of CVR Energy, Inc.

Advisors' Opinion:
  • [By Neha Chamaria]

    To take advantage of UAN's better pricing, CF smartly cut down on urea to scale up UAN production during the last quarter. The capability to flex production mix according to market conditions is among CF's biggest strengths. UAN is a high-margin product, so focusing on it makes sense. In its last quarter, UAN specialist CVR Partners (NYSE: UAN  ) converted 72% of ammonia produced to UAN. If that sounds incredible, there's more. From 80,700 tons of ammonia, CVR churned out a whopping 196,200 tons of UAN.

  • [By Sean Williams]

    Whom it competes against
    There is certainly no shortage of competitors in the fertilizer industry. Rentech is actually somewhat of a small player at a $1.4 billion valuation compared with CVR Partners (NYSE: UAN  ) at $1.9 billion, Terra Nitrogen (NYSE: TNH  ) at $3.8 billion, and Agrium (NYSE: AGU  ) at $13.5 billion.

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