Stockchase Opinions

Michael Smedley Terra Industries Inc. TRA-N HOLD May 01, 2007

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.
$17.350

Stock price when the opinion was issued

chemicals
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Oversold. Huge debt. Risky.
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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.
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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.
PAST TOP PICK
April 24 2007 Then $19.30 114% rise Have come out of Terra, and are in Moszic. They were stopped out. But it sounded like if you have it hold it.
PAST TOP PICK
(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.