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Bernstein: Westlake 'One Of The Best' Plays On Chinese Pollution Crackdown
Thursday, June 21, 2018 - 11:09am | 374Petrochemical producer Westlake Chemical Corporation (NYSE: WLK) has multiple tailwinds ahead that could generate upside potential of 40 percent for investors, according to Bernstein. The Analyst Bernstein's Jonas Oxgaard initiated coverage of Westlake with an Outperform rating and $150...
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CF Industries Shares Have 50% Upside, Says Bernstein Analyst
Wednesday, February 21, 2018 - 1:22pm | 391CF Industries Holdings, Inc. (NYSE: CF) is likely to benefit from the continued recovery in nitrogen, an analyst at Bernstein said. The company is a pure-play nitrogen manufacturing company focused on the North American market. The Analyst Bernstein analyst Jonas Oxgaard initiated coverage of...
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Bernstein Explains Bullish Call On Mosaic
Tuesday, January 23, 2018 - 2:40pm | 359Bernstein named Mosaic Co (NYSE: MOS) as its top pick for 2018, and laid out its investment case. The Analyst Bernstein analyst Jonas Oxgaard reiterated his Outperform rating on shares and increased his price target from $33 to $44, suggesting 60 percent upside from current levels. The upward...
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6 Deals Are Live In Chemical Sector: Where Do They Stand?
Monday, June 12, 2017 - 3:17pm | 905Updating the M&A scenario in the chemicals space, Bernstein said in a note on Monday that there are currently six M&A live deals in its covered chemicals space, now that the PPG Industries, Inc (NYSE: PPG)–Akzo Nobel N.V. (ADR) (OTC: AKZOY) deal has been called off. Analysts Jeremy...
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Want To Play The Fertilizer Recovery? Buy Agrium
Tuesday, March 7, 2017 - 10:45am | 344Jonas Oxgaard of Bernstein initiated coverage on Agrium Inc. (USA) (NYSE: AGU) with an Outperform rating and price target of $119 on fertilizer recovery and retail expansion. Oxgaard expects potash prices to rise from $250/tonne today to $275/tonne by mid-2018, eventually reaching $300–$325/...
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Survey: Monsanto Investors Love Deal, Bayer Investors Hate It
Thursday, May 26, 2016 - 10:33am | 341Following the Monsanto Company (NYSE: MON) rejection of the acquisition bid from Bayer AG (ADR) (OTC: BAYRY), Bernstein conducted an investor survey to gain a better understanding of the current situation. Bernstein’s Jonas Oxgaard maintains an Underperform rating and price target of $80 on...
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Potash Stocks Can Beat The Market If This Happens
Friday, February 19, 2016 - 10:36am | 248Bernstein’s Jonas Oxgaard maintained Outperform ratings for Potash Corporation of Saskatchewan (USA) (NYSE: POT) and Mosaic Co (NYSE: MOS), after the two companies reported their 4Q15 earnings. Analyst Jonas Oxgaard maintained a price target of $38 for Mosaic, while reducing the price...
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DowDuPont Alert: Bernstein Upgrades, Says 'Too Much Upside' To Ignore
Friday, January 8, 2016 - 10:34am | 450Shares of E I Du Pont De Nemours And Co (NYSE: DD) have declined 8.35 percent over the past one month, while those of Dow Chemical Co (NYSE: DOW) are down 10.4 percent in the same timeframe. Bernstein’s Jonas Oxgaard has upgraded the rating on DuPont from Market Perform to Outperform...