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Agricultural Chemicals

CF Industries Holdings, Inc. (NYSE: CF) – FYE 12/2017 SELL HALF The stock is currently trading at levels above my most recent $27 fair value estimate, but below my most recent $43 close target. Please See Linked Worksheet
Posted on 03/28/18


KMG Chemicals, Inc. (NYSE: KMG) – FYE 07/2018 – FAIRLY VALUED The stock is currently trading at levels in line with my most recent $62 fair value estimate. Please See Linked PDF Worksheet
Posted on 10/06/18


Monsanto Company (NYSE: MON) – FYE 08/2017 – Hold – The current market price reasonably reflects the current P/E, growth potential and balance sheet metrics


The Mosaic Company (NYSE: MOS) – FYE 12/2017 – The stock is OVER VALUED, trading at levels above my most recent (-$8) close target. Please See Linked PDF Worksheet
Posted on 05/25/18

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.