David BurrowsTerra Industries Inc.TRATOP PICKApr 24, 2007
98% of revenue is from nitrogen. In a cycle where agricultural products are going to see more pricing power. Stronger demand for protein products will come from Asia. Also growing demand for ethanol in the US.
(A Top Pick Apr 24/07. Up 136%.) Has been focused on the agricultural space for about 3 years. This area continues to be a market leader. Expect this will continue going higher.
Agriculture. Great consolidation and has broken out to the upside with increased estimates on the street. This company is a leading the group, both from a technical and fundamental standpoint.
A fertilizer company. Will possibly be taken out at some time. Strong demand for fertilizer due to global warming concerns. There is a cyclical weakness for nitrogen during the summer.