BASIC MATERIALS
Basic Materials Articles
Long Position: Nutrien Ltd. (NTR), a Leading Producer of Nitrogen and Potash Fertilizer
Best-of-breed fertilizer stock -- Nutrien is looking at sales of ~$40 B this 2022 (43.6% higher than in 2021), profit should excel; in Q2-2022 Nutrien produced nearly as much free cash flow as it did in all of 2021. Looking for exposure to a hot commodity sector stock...
Lumber Prices Slump With Rising Interest Rates
Lumber Prices Slump With Rising Interest Ratesby Alfred NewmanLumber prices have come dramatically down in a new sign of how rising interest rates are deflating markets that boomed during the pandemic. Wood prices were a leading indicator of the supply-chain problems...
