Basic Materials

(TRA) - Terra Industries - Analysts still expect year over year earnings growth of 152.49%

Terra Industries Inc. (TRA) has seen its stock crushed in the market downturn as the fertilizers moved out of favor on fears of a commodities crash. The company is now incredibly cheap, trading at only 2.8x projected earnings, yet fundamentals remain intact.TRA has surprised... 

9Oct2008 | Shawn | 0 comments | Continued

(MEE) - Massey - year-over-year increase of 38% for produced coal revenue

Massey’s (MEE) fundamentals signal growth, and the company is growing through coal mine acquisitions. Massey recently announced the acquisition of a metallurgical coal mine in West Virginia. The company noted that it can add significant metallurgical coal production almost... 

9Oct2008 | Shawn | 0 comments | Continued

(OKS) - ONEOK Partners - surprised on earnings 4 consecutive quarters by an average of 24.16%

ONEOK Partners recently confirmed its higher 2008 earnings guidance despite Hurricane Ike impacting some facilities in the Gulf Coast region as commodity prices stay elevated. The partnership also increased its distribution for the 10th consecutive quarter. ONEOK has surprised... 

9Oct2008 | Shawn | 0 comments | Continued

(MEE) - Massey - year-over-year increase of 38% for produced coal revenue

Massey’s (MEE) fundamentals signal growth, and the company is growing through coal mine acquisitions. Massey recently announced the acquisition of a metallurgical coal mine in West Virginia. The company noted that it can add significant metallurgical coal production almost... 

7Oct2008 | Shawn | 0 comments | Continued

(PVA) - Penn Virginia - Consensus Estimates Rise for Third Quarter and the Full Year

Despite falling energy prices, estimates on oil explorer Penn Virginia continue to trend higher. The company beat Wall Street estimates by 28.21% in the second quarter while reporting record production. The company trades with a forward P/E of 13.16. Company Description Penn... 

7Oct2008 | Shawn | 0 comments | Continued

(EAC) - Encore Acquisition - surprised on estimates 4 consecutive quarters by an average of 16.44%

Encore Acquisition saw revenues soar 96% in the second quarter on the back of record crude prices. But even as crude prices have retreated, the company isn’t a one quarter wonder. It has surprised on estimates 4 consecutive quarters by an average of 16.44%. Encore’s... 

7Oct2008 | Shawn | 0 comments | Continued

(BTU) - Peabody Energy - earnings per share are expected to grow by 35%

Peabody Energy (BTU) saw higher earnings forecasts from analysts after delivering a record second quarter. Current full-year estimates of $2.87 per share increased from $2.70 over the past 60 trading days. Company Description Peabody Energy is the world’s largest private-sector... 

7Oct2008 | Shawn | 0 comments | Continued

(MEE) Massey Energy - exceeding the consensus estimate by 42%

Massey Energy Co. (MEE) has seen analysts lift full-year 2008 earnings estimates from last month’s projection of $3.21 per share to $3.58. The most accurate forecast is a more bullish $3.70. Company Description Massey Energy Company, which is the fourth largest coal company... 

7Oct2008 | Shawn | 0 comments | Continued

(WLL) - Whiting Petroleum - next-year estimate is bullish as well, pegged at $9.33 per share, a 13% earnings growth

Whiting Petroleum Corp. (WLL) continues to reap big profits from higher energy prices. The company’s recently reported second-quarter results were awesome, analysts are projecting strong earnings growth into the next-year period and its share price is trading at a big discount... 

7Oct2008 | Shawn | 0 comments | Continued

(OKS) - ONEOK Partners - surprised on earnings 4 consecutive quarters by an average of 24.16%

ONEOK Partners recently confirmed its higher 2008 earnings guidance despite Hurricane Ike impacting some facilities in the Gulf Coast region as commodity prices stay elevated. The partnership also increased its distribution for the 10th consecutive quarter. ONEOK has surprised... 

7Oct2008 | Shawn | 0 comments | Continued

(CF) - CF Industries Holdings - next-year estimate projecting 31% earnings growth

CF Industries Holdings, Inc. (CF) is operating in a very hot segment of the market but still retains extremely attractive valuations, trading at a steep discount to the overall market. The analyst community is bullish on the long-term prospects of CF, with the next-year estimate... 

7Oct2008 | Shawn | 0 comments | Continued

(OKS) - ONEOK Partners - surprised on earnings 4 consecutive quarters by an average of 24.16%

ONEOK Partners recently confirmed its higher 2008 earnings guidance despite Hurricane Ike impacting some facilities in the Gulf Coast region as commodity prices stay elevated. The partnership also increased its distribution for the 10th consecutive quarter. ONEOK has surprised... 

6Oct2008 | Shawn | 0 comments | Continued

(MRO) Top 5 Stocks for October 2008

The tumultuous market has continued to beat down stocks of all shapes and sizes. This is great news for those of us waiting on the sidelines to put new capital to work. This month I have a broad range of stocks that I am looking at for possible inclusion into the PeakStocks.com... 

2Oct2008 | Shawn | 0 comments | Continued

(CF) - CF Industries Holdings - next-year estimate projecting 31% earnings growth

CF Industries Holdings, Inc. (CF) is operating in a very hot segment of the market but still retains extremely attractive valuations, trading at a steep discount to the overall market. The analyst community is bullish on the long-term prospects of CF, with the next-year estimate... 

2Oct2008 | Shawn | 0 comments | Continued

(MRO) AAR Corp. Still Solid: Reports Record Q1/2009 Sales

On a day that the markets were absolutely crushed, AAR Corp. (NYSE: AIR) survived the maelstrom to finish the day up modestly (+.57 to $16.24) as a result of their continued stellar results even in the face of severe weakness and cutbacks in the airline industry. As I predicted... 

26Sep2008 | Shawn | 0 comments | Continued

(CF) - CF Industries Holdings - next-year estimate projecting 31% earnings growth

CF Industries Holdings, Inc. (CF) is operating in a very hot segment of the market but still retains extremely attractive valuations, trading at a steep discount to the overall market. The analyst community is bullish on the long-term prospects of CF, with the next-year estimate... 

26Sep2008 | Shawn | 0 comments | Continued

(CF) - CF Industries Holdings - next-year estimate projecting 31% earnings growth

CF Industries Holdings, Inc. (CF) is operating in a very hot segment of the market but still retains extremely attractive valuations, trading at a steep discount to the overall market. The analyst community is bullish on the long-term prospects of CF, with the next-year estimate... 

24Sep2008 | Shawn | 0 comments | Continued

(AGU) - Agrium - surprised on estimates 3 out of the last 4 quarters by an average of 57.04%

Agrium’s stock has been getting beaten up recently in the commodities sell-off but its earnings have been shining. Agrium has surprised on estimates 3 out of the last 4 quarters by an average of 57.04% as fertilizer prices have soared.Fertilizer prices continue to remain... 

23Sep2008 | Shawn | 0 comments | Continued

(AGU) - Agrium - surprised on estimates 3 out of the last 4 quarters by an average of 57.04%

Agrium’s stock has been getting beaten up recently in the commodities sell-off but its earnings have been shining. Agrium has surprised on estimates 3 out of the last 4 quarters by an average of 57.04% as fertilizer prices have soared.Fertilizer prices continue to remain... 

19Sep2008 | Shawn | 0 comments | Continued

(MUR) - Murphy Oil - company is expected to grow by 32% over the next 3 – 5 years

Murphy Oil’s (MUR) share price has experienced volatility along with the price of crude. However, its chart and fundamentals reflect stronger growth than its competitors. The company recently hiked its annual dividend from 75 cents per share to $1.00.Company Description Murphy... 

19Sep2008 | Shawn | 0 comments | Continued

(AGU) - Agrium - surprised on estimates 3 out of the last 4 quarters by an average of 57.04%

Agrium’s stock has been getting beaten up recently in the commodities sell-off but its earnings have been shining. Agrium has surprised on estimates 3 out of the last 4 quarters by an average of 57.04% as fertilizer prices have soared.Fertilizer prices continue to remain... 

17Sep2008 | Shawn | 0 comments | Continued

(MUR) - Murphy Oil - company is expected to grow by 32% over the next 3 – 5 years

Murphy Oil’s (MUR) share price has experienced volatility along with the price of crude. However, its chart and fundamentals reflect stronger growth than its competitors. The company recently hiked its annual dividend from 75 cents per share to $1.00.Company Description Murphy... 

17Sep2008 | Shawn | 0 comments | Continued

(HP) - Helmerich & Payne - 8 of 9 covering analysts have estimates pegged at $5.30 per share

Helmerich & Payne, Inc. (HP), a Zacks #1 Rank (“strong buy”) company, posted record net income of $125.4 million for the third quarter, compared to the previous year’s $115.2 million. The oil & gas driller missed Wall Street earnings expectations only once over... 

15Sep2008 | Shawn | 0 comments | Continued

(MRO) How Will the Recent Airline Cutbacks Affect AAR?

It’s about that time again when earnings season is upon us with some companies reporting their earnings mid-stream. PeakStocks.com portfolio recommendation AAR Corp. (NYSE: AIR), which provides products and services to the aviation, aerospace, and defense industries worldwide,... 

12Sep2008 | Shawn | 0 comments | Continued

(AGU) - Agrium - surprised on estimates 3 out of the last 4 quarters by an average of 57.04%

Agrium’s stock has been getting beaten up recently in the commodities sell-off but its earnings have been shining. Agrium has surprised on estimates 3 out of the last 4 quarters by an average of 57.04% as fertilizer prices have soared.Fertilizer prices continue to remain... 

11Sep2008 | Shawn | 0 comments | Continued

(MUR) - Murphy Oil - company is expected to grow by 32% over the next 3 – 5 years

Murphy Oil’s (MUR) share price has experienced volatility along with the price of crude. However, its chart and fundamentals reflect stronger growth than its competitors. The company recently hiked its annual dividend from 75 cents per share to $1.00.Company Description Murphy... 

10Sep2008 | Shawn | 0 comments | Continued

(ROCK) - Gibraltar Industries - Third quarter estimates jumped 42%

Gibraltar Industries, Inc. (ROCK) manufactures products for the building, industrial and automobile markets. It operates 73 facilities in 27 states, Canada, China, England, Germany and Poland and services customers in all 50 states and worldwide.The company has two segments:... 

10Sep2008 | Shawn | 0 comments | Continued

(BHI) - Baker Hughes Inc - dividend of 15 cents per share was increased by 15%

Baker Hughes Incorporated (BHI) has seen analysts lift full-year earnings estimates to $5.51 per share from the two months-ago level of $5.29. The oil and gas services play recently hiked its dividend and reported second-quarter results that reflected solid growth.Company Description Baker... 

10Sep2008 | Shawn | 0 comments | Continued

(FCX) Words from the (investment) wise for the week that was (September 1 – 7, 2008)

Investors not only returned to a shortened trading week after the Labor Day holiday on Monday, but also to a bruising on stock markets, at least for those with long equity positions. Concerns about the global economic outlook and continued financial duress spooked bourses around... 

8Sep2008 | prieur | 0 comments | Continued

(MUR) - Murphy Oil - company is expected to grow by 32% over the next 3 – 5 years

Murphy Oil’s (MUR) share price has experienced volatility along with the price of crude. However, its chart and fundamentals reflect stronger growth than its competitors. The company recently hiked its annual dividend from 75 cents per share to $1.00.Company Description Murphy... 

5Sep2008 | Shawn | 0 comments | Continued