Agriculture & Specialty Chemicals

July 18, 2014

Buy ($175)

Topics covered: Specialty Chemicals and Fertilizer Pricing Power, Raw Material Costs, Potash, Nitrogen and Phosphate Markets, Emerging Market Demand, Chemicals Companies Pricing Power

Companies covered: H. B. Fuller Company (NYSE:FUL), Balchem Corporation (NASDAQ:BCPC), American Vanguard Corporation (NYSE:AVD), Sociedad Quimica y Minera S.A. (NYSE:SQM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU)