With shares of Chevron (NYSE:CVX) trading around $121, is CVX an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework.
T = Trends for a Stock’s MovementChevron engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. The company operates in two segments: upstream and downstream. The upstream segment is involved in the exploration, development, and production of crude oil and natural gas, while the downstream segment engages in refining crude oil into petroleum products. Through its segments, Chevron is able to provide a range of energy products and services to a wide variety of companies around the world. As economies and businesses expand, Chevron is poised to provide the energy products and services required to fuel growth around the world.
Chevron has obtained a tender to explore for shale gas in western Lithuania, according to the government via its Twitter feed on Tuesday. The Baltic country is attempting to free itself from dependence on gas from Russia.�Chevron was the sole bidder to explore for unconventional hydrocarbons in the 1,800-square-kilometer Silute-Taurage prospect, which Lithuanian experts calculate might hold as much as 80 billion cubic meters of technically recoverable shale gas.
Top Low Price Companies To Watch In Right Now: Linde AG (LIN)
Linde AG is a German company engaged in the gases and engineering sector. It operates two divisions: Gases and Engineering, as core divisions, as well as Gist. The Gases Division includes Healthcare, producing medical gases; and Tonnage, as its two global business units; as well as the two business areas Merchant and Packaged Gases, offering liquefied and cylinder gases, and Electronics. The Company�� products are used in the energy sector, for steel production, chemical processing, environmental protection and welding, as well as in food processing, glass production and electronics. The Engineering division offers planning, project development and construction of turnkey industrial plants used in fields, such as petrochemical and chemical industries, in refineries and fertilizer plants, to recover air gases, to produce hydrogen and synthesis gases, to treat natural gas, and in the pharmaceutical industry. As of August 13, 2012, the Company acquired Lincare Holdings Inc. Advisors' Opinion:- [By John Udovich]
Small cap media stock�LIN Media LLC (NYSE: LIN) might not be a household name, but there is a good chance you might be watching the company�� programs because like the Sinclair Broadcast Group, Inc (NASDAQ: SBGI) and Nexstar Broadcasting Group, Inc (NASDAQ: NXST), its helping to consolidate the media industry plus its making investment in other forms of media like social media. The stock has also outperformed those two peers along with the�PowerShares Dynamic Media Portfolio ETF (NYSEARCA: PBS).
- [By Jake L'Ecuyer]
Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 30.67 percent to $28.08 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.
- [By Monica Wolfe]
Gabelli started the week by reducing his position in LIN Media (LIN). The guru reduced his position by -1.36%. Gabelli sold a total of 23,007 shares at an average price of $16.88 per share. Gabelli now holds on to a total of 1,666,208 shares of LIN Media, representing 3.06% of the company�� shares outstanding.
- [By Jake L'Ecuyer]
Shares of LIN Media LLC (NYSE: LIN) got a boost, shooting up 21.92 percent to $26.20 after Media General (NYSE: MEG) announced its plans to buy Lin Media LLC for $1.6 billion.
Top Chemical Stocks For 2015: Uralkaliy OAO (URALL.PK)
Uralkaliy OAO (Uralkali OJSC) is a Russia-based company, which is engaged in the chemical industry. The Company specializes in the production of potash fertilizers. Its product portfolio comprises pink muriate of potash (PMOP), white muriate of potash (WMOP) and granular (GMOP). The Company is active through representative offices, located in Moscow and Beijing, as well as numerous subsidiaries, located countrywide and in Panama, Belarus, Singapore, Brazil and others. Uralkaliy OAO operates on the potassium and magnesium deposits located in Berezniki, Perm and Saint Petersburg. Its production assets include seven plants and five mines. Uralkaliy OAO sells its products domestically, as well as abroad in over 40 countries, including the United States, China, Brazil, India and South-East Asia, among others. Advisors' Opinion:- [By Tim Gallagher]
The potash spat continues to get uglier, as Belarus investigators reportedly intend to seize property and assets of Russia's Uralkali (URALL.PK) following the collapse of the joint Russian-Belarussian potash venture.
- [By Chris Damas]
This morning Russian potash giant OJSC Uralkali (URALL.PK) presented first half 2013 financial and operating results and more importantly, much anticipated comments on the strategy of the company and the state of the international potash industry, the latter blind-sided by the leading potash company's split with marketing partner JSC Belaruskali of Belarus.
Top Chemical Stocks For 2015: Rentech Nitrogen Partners LP (RNF)
Rentech Nitrogen Partners, L.P. is a provider of clean energy solutions and nitrogen fertilizer, to own, operate and grow its nitrogen fertilizer business. The Company primarily produces anhydrous ammonia, or ammonia, and urea ammonium nitrate solution (UAN), at the Company�� facility, using natural gas as its primary feedstock. In November 2012, the Company acquired Agrifos LLC.
The Company�� facility is located in the center of the Mid Corn Belt. The Mid Corn Belt includes the States of Illinois, Indiana, Iowa, Missouri, Nebraska and Ohio. The Company considers its market to be consisted of the States of Illinois, Iowa and Wisconsin.
Advisors' Opinion:- [By Maxx Chatsko]
Meanwhile, the fine print in the 10-K of Rentech Nitrogen Partners (NYSE: RNF ) noted that every increase of $0.10 per MMBtu of natural gas increases its production costs by $3.50 per ton of ammonia produced. Natural gas futures have increased by $2.10 per MMBtu since April 2012, which calls for an eye-popping experiment.
- [By Neha Chamaria]
That being said, hedging remains inevitable. After all, it is better to be safe than sorry. And it's not just CF that believes so. Rentech Nitrogen (NYSE: RNF ) , a smaller but pure-nitrogen player, has already locked in 43% of its full-year gas requirements at an average cost of $4 per MMBtu. Rentech paid $3.98 per MMBtu of gas this past quarter. As for CF, it has hedged 90% of requirements through July. So investors shouldn't panic if gas prices rise.
Top Chemical Stocks For 2015: ICL Israel Chemicals Ltd (ISCHY.PK)
ICL Israel Chemicals Ltd (ICL) is an Israel-based company, engaged in the fertilizer and specialty chemical sectors. The company operates in three segments: Fertilizers, Industrial Products, and Performance Products. The Fertilizers segment is engaged in the production of standard, granular, fine red and white potash from three sources, as well as in the production of phosphates, such as phosphate rock, phosphoric acid, fertilizers and animal feed addictives. The Industrial Products segment produces flame retardants, such as brominates and organ phosphorus; elemental bromine, and other chemicals. In addition the Performance Products segment produces specialty phosphates, such as technical, food grade and electronic grade phosphoric acid, phosphate salts, food additives and wildfire safety products, as well as alumina and other chemicals. Advisors' Opinion:- [By Chris Damas]
I never thought Uralkali would get back together with Belaruskali as I expressed in this article written a day after the break-up roiled the fertilizer world, causing 20% plunges in the stocks of major producers such as Potash Corp (POT), Mosaic Company (MOS) and Israel Chemicals Ltd (ISCHY.PK).
Top Chemical Stocks For 2015: American Vanguard Corp (AVD)
American Vanguard Corporation, incorporated on January 2, 1969, operates as a holding company. The Company is primarily a chemical manufacturer that develops and markets products for agricultural and commercial uses. The Company manufactures and formulates chemicals for crops, human and animal protection. The Company conducts its business through its subsidiaries, AMVAC Chemical Corporation (AMVAC), GemChem, Inc. (GemChem), 2110 Davie Corporation (DAVIE), Quimica Amvac de Mexico S.A. de C.V. (AMVAC M), AMVAC de Costa Rica Sociedad Anonima (AMVAC CR), AMVAC Switzerland GmbH (AMVAC S), AMVAC do Brasil Representacoes Ltda (AMVAC B), AMVAC Chemical UK Ltd. (AMVAC UK), AMVAC CV (AMVAC CV), AMVAC Netherlands BV (AMVAC BV), and Envance Technologies, LLC (Envance). In July 2012, the Company completed the restructuring of the International Sales & Marketing function of its principal operating subsidiary, AMVAC Chemical Corporation. On November 30, 2012, AMVAC and TyraTech, Inc. formed Envance Technologies, LLC, in which the Company owns 60% of the equity interest. In July 2012, the Company formed AMVAC CV and AMVAC BV.
AMVAC is a chemical manufacturer that develops and markets products for agricultural and commercial uses. It manufactures and formulates chemicals for crops, human and animal health protection. These chemicals, which include insecticides, fungicides, herbicides, molluscicides, growth regulators, and soil fumigants, are marketed in liquid, powder, and granular forms. AMVAC owns and/or operates the Company�� domestic manufacturing facilities and is also the parent company for all its foreign companies. DAVIE owns real estate for corporate use.
GemChem is a national chemical distributor. GemChem, in addition to purchasing key raw materials for the Company, also sells into the pharmaceutical, cosmetic and nutritional markets. GemChem is a wholly owned subsidiary of AVD.
Advisors' Opinion:- [By Seth Jayson]
Margins matter. The more American Vanguard (NYSE: AVD ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong American Vanguard's competitive position could be.
- [By Travis Hoium]
What: Shares of specialty chemical maker American Vanguard (NYSE: AVD ) jumped 10% today after the company released earnings.
So what: First-quarter revenue jumped 39% to $121.5 million and adjusted earnings per share nearly doubled to $0.59. Analysts only expected $115.4 million in revenue and earnings of $0.46 per share so the company easily beat on both the top and bottom line. �
Top Chemical Stocks For 2015: Potash Corporation of Saskatchewan Inc.(POT)
Potash Corporation of Saskatchewan Inc. produces and sells fertilizers and related industrial and feed products primarily in the United States and Canada. The company mines and produces potash, which is used as fertilizer. It also offers solid and liquid phosphate fertilizers; animal feed supplements; and industrial acids that are used in food products and industrial processes. In addition, the company produces nitrogen fertilizers, as well as nitrogen feed and industrial products, including ammonia, urea, nitrogen solutions, ammonium nitrate, and nitric acid. Further, it holds the right to mine 785,759 acres of land in Saskatchewan; and 58,263 acres of land in New Brunswick in Canada. The company sells its fertilizers primarily to retailers, dealers, co-operatives, distributors, and other fertilizer producers; industrial products primarily to chemical product manufacturers; and purified phosphoric acid directly to consumers of the product. Potash Corporation was founded i n 1953 and is based in Saskatoon, Canada.
Advisors' Opinion:- [By Ben Levisohn]
But on this day of all days, Potash Corp. of Saskatchewan (POT)–try saying that without starting to stutter–lowered its earnings forecast for the third quarter to 41 cents, down from its previous estimate of 45 to 60 cents. Analyst had been forecasting 48 cents, according to FactSet.
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