Value Investor: Profits set to bloom

From: 
 Alex Hughes, International Analyst

CF Industries is the largest manufacturer of nitrogen fertiliser in the US and the second largest in the world, with nitrogen fertiliser manufacturing facilities across the Midwestern US states of Louisiana, Iowa, Mississippi and Oklahoma as well as plants in Ontario and Alberta in Canada. CF has annual production capacity of over 7.4 million tonnes […]

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Is Australia’s headwind an automakers tailwind?

From: 
 Alex Hughes, International Analyst

Much media focus has been centred on falling commodity prices. Lower iron ore and coal prices are certainly not positive for the income statements of our big miners, the revenue side of our state budgets as well as all the flow on effects to all aspects of the Australian economy in general. But by inverting […]

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Powerful first quarter on ASX should extend deeper into year ahead

From: 
 David Walker, Senior Equities Analyst

At the start of the year I said monetary policy divergence globally would be a dominant theme this year, and the divergent performance of equity markets in the first quarter — the three months to March 31 — reflected this theme. The ASX rose more than 9 per cent in the March quarter, driven mainly […]

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