The calendar quarter winds down this week and quarterly reports are due from Apollo Group (APOL), CarMax (KMX), Global Payments (GPN), Krispy Kreme (KKD), Lennar (LEN) and McCormick (MKC). But analysts surveyed by Thomson Reuters have high hopes for results from fertilizer and animal feed maker Mosaic (MOS), apparel maker Phillips Van Heusen (PVH) and discount retailer Family Dollar (FDO). So here's a look at what they anticipate from these three companies.

Mosaic

During its fiscal second quarter, Cargill agreed to distribute its stake in Mosaic, and Mosaic also said it would redeem senior notes. Analysts anticipate that the Minnesota-based potash producer will report per-share earnings of $1.07, a jump of 53.3% from the same quarter of last year. Mosaic also is expected to post revenue of $2.4 billion for the three months that ended in February. That's a 35.9% rise from a year earlier.

Continue reading Week in Preview: Mosaic, Family Dollar Earnings and March Unemployment Rate

Week in Preview: Mosaic, Family Dollar Earnings and March Unemployment Rate originally appeared on BloggingStocks on Sun, 27 Mar 2011 12:30:00 EST. Please see our terms for use of feeds.

There's a catch-22 in world food supply and demand. The demand for food from developing nations is putting pressure on supplies across the globe. But governments are getting increasingly nervous and worried about unrest. To try and preempt civil disturbances, governments have stepped in and are buying food staples. This government buying is driving prices still higher.

Algeria and Saudi Arabia have announced extraordinary purchases of wheat, driving prices to a two and a half year high. Last week Algeria bought 600,000 tons of wheat, much more than usual. Saudi Arabia announced plans to double the size of its wheat stockpile.

Continue reading Governments Stockpile Food to Avoid Panic Buying, Social Unrest

Governments Stockpile Food to Avoid Panic Buying, Social Unrest originally appeared on BloggingStocks on Sun, 06 Feb 2011 13:40:00 EST. Please see our terms for use of feeds.

Continue reading China Signs a Deal to Buy Soybeans from U.S. Companies

China Signs a Deal to Buy Soybeans from U.S. Companies originally appeared on BloggingStocks on Fri, 21 Jan 2011 11:00:00 EST. Please see our terms for use of feeds.

Continue reading Cargill's Profits Triple on Strong Harvests, Mosaic Stake

Cargill's Profits Triple on Strong Harvests, Mosaic Stake originally appeared on BloggingStocks on Wed, 12 Jan 2011 13:30:00 EST. Please see our terms for use of feeds.

At least this recall was not for something made in China. The Sam's Club unit of Wal-Mart Stores Inc. (NYSE: WMT) said that beef from agribusiness giant Cargill might contain E. coli that cause intestinal illness.

According to the Associated Press, "Cargill learned of the issue Friday, when a compliance officer from the federal Agriculture Department visited the company's ground beef facility in Butler, Wis., Klein said. Officials had traced the patties back to that plant."

Of course, the fact that the meat came from Cargill does not do Sam's Club much good. Few consumers look beyond the brand of the retail outlet when a generic product like beef is recalled.

The news showed that no matter how vigilant U.S. companies are, they remain dependent on their suppliers both for goods and services, and, ultimately, their reputations. Mattel Inc. (NYSE: MAT) has learned that the hard way as it struggles to get out from the damage done to its reputation by the sale of lead-painted toys built in China.

No big retail company has enough inspectors, or can afford enough, to make certain that each item it sells is OK. The Chinese may make bad toys, but it appears that the U.S. has made some bad meat.

Douglas A. McIntyre is a partner at 24/7 Wall St.

Wal-Mart (WMT): Beef recall at Sam's Club originally appeared on BloggingStocks on Sat, 06 Oct 2007 17:10:00 EST. Please see our terms for use of feeds.

Agrium (NYSE: AGU) volatility is flat as AGU at record high on strong fertilizer demand. AGU, an agricultural retailer and fertilizer producer, closed at $54.38. AGU over all option implied volatility of 39 is near its 26-week average of 38 according to Track Data, suggesting nondirectional risk.

Terra Industries (NYSE: TRA) volatility is flat; TRA is near record on demand for nitrogen. TRA, an international producer of nitrogen products for industry and agriculture, closed at $31.26. TRA is expected to report EPS on 10/25. TRA over all option implied volatility of 52 is near its 26-week average of 50 according to Track Data, suggesting nondirectional risk.

Option update provided by Stock Specialist Paul Foster of theflyonthewall.com.

Option update: Fertilizer companies rally on rising grain prices originally appeared on BloggingStocks on Sat, 29 Sep 2007 12:40:00 EST. Please see our terms for use of feeds.

The Mosaic Company (NYSE: MOS) volatility elevated as MOS at record high into EPS.

MOS, a producer and marketer of concentrated phosphate and potash crop nutrients, was spun out of Cargill in 2004. MOS is recently up 10 cents to $53.35. MOS is expected to report earnings per share (EPS) on October 9th. MOS October option implied volatility of 52 was above its 26-week average of 40 according to Track Data, suggesting larger price risks.

Potash Corp./Saskatchewan (USA) (NYSE: POT) volatility elevated as POT at record high on grain price rally:

POT, the world's largest fertilizer enterprise, by capacity, was recently up $1.43 to $105.58. SBSH says "Potash shortages possible in 2008." SBSH goes on to say "we think high prices for wheat and corn will send a signal to farmers in developing countries like China to increase Potash application rates." POT over all option implied volatility of 46 is above its 26-week average of 39 according to Track Data, suggesting larger price risks.

Option update provided by Stock Specialist Paul Foster of theflyonthewall.com.

Option update 9-28-07: Mosaic and Potash at record numbers on strong fertilizer demand originally appeared on BloggingStocks on Fri, 28 Sep 2007 16:41:00 EST. Please see our terms for use of feeds.

China turns down American meat, but cardboard is OK originally appeared on BloggingStocks on Mon, 16 Jul 2007 13:55:00 EST. Please see our terms for use of feeds.

Coca-Cola (NYSE: KO) and Cargill have come up with a new calorie free sweetener. And, it is "all natural" so that consumers do not have to worry that they will get lead poisoning or worse.

The product is called rebiana and it comes from the South American herb called stevia, according to The Wall Street Journal (subscription required). Its appeal may end up being that it is simply different from most of the synthetic products on currently on the market.

Unfortunately, one study done on the herb used in the new product found that it caused mutations in rat livers. Since rats are almost impossible to kill, the results would seem to be a drawback. In humans, at least, the liver is still a fairly important organ. The herb is much sweeter than sugar, so much smaller amounts work as an additive.

With rats dropping like flies, it would seem that the new product will not be much of a threat. Ask the Vioxx people.

The synthetic sweetener crowd can sleep safe in their beds.

Douglas A. McIntyre is a partner at 24/7 Wall St.

Coke's new diet plan originally appeared on BloggingStocks on Thu, 31 May 2007 10:23:00 EST. Please see our terms for use of feeds.