Nutrien Ltd. (NYSE:NTR) is one of the most undervalued Canadian stocks to buy according to hedge funds. On February 2, Scotiabank raised its price target for Nutrien to $70 from $63 while keeping a Sector Perform rating. The firm advised caution regarding fertilizer markets following the spring season and stated that the company appears to be fairly valued at current levels. On January 27, Oppenheimer increased its price target for Nutrien Ltd. (NYSE:NTR) to $76 from $64 while keeping an Outperform ratin ...

Company Closures and Layoffs - CNH Industrial America is closing its Burlington, Iowa plant, resulting in 209 layoffs by May 2026 due to lower backhoe demand [1] - Continental Tire of America will close its Barnesville, Georgia manufacturing plant, laying off 235 employees by the end of 2026, citing long-standing cost-competitiveness issues [2] - Alton Steel Inc. will cease operations in Alton, Illinois, impacting approximately 253 employees, due to structural challenges in the domestic steel industry [3] - Macy's Inc. will close its Owasso, Oklahoma fulfillment center by the end of March, resulting in 993 layoffs as part of a supply chain modernization effort [4] - King Delivery LLC is closing operations in Brooklyn, New York, leading to 153 layoffs [6] - Fresenius USA Manufacturing will lay off 165 employees across three distribution centers due to the divestiture of parts of its logistics operation [7][8] - Kuehne+Nagel Inc. plans to close its Locust Grove, Georgia logistics operation, resulting in 153 layoffs [9] - Legacy Supply Chain is laying off 129 employees across five California locations [10] - American Eagle Outfitters is shutting down its La Palma fulfillment center, eliminating 108 jobs [11][12] - FTI Buyer LLC will close its Cincinnati facility, laying off 104 employees [13] - First Brands Group is closing its Arlington facility, affecting 88 employees [14] - Goodyear Tire & Rubber Co. plans to close its Tall Timbers Mold facility in Findlay, Ohio, resulting in 85 layoffs [15] - Lighteum Medical is laying off 83 employees at its San Diego facility [16] - Plug Power Inc. filed a WARN notice for a mass layoff at its Houston facility, affecting 74 employees [17] - Great Lakes Coca-Cola Distribution will lay off 62 employees in Lansing, Michigan [18] - Waddington North America is closing a facility in Bremen, Georgia, eliminating 49 jobs [19] - Turf Care Supply Corp. will close its blending department, eliminating 46 jobs [20] - Automated Harvesting LLC is closing its Yuma operations, laying off 46 workers [21] - H4 Logistics LLC is closing its Kenosha facility, resulting in 41 layoffs [22] - Tekni-Plex plans to close its Milwaukee facility, impacting 39 employees [23] - GXO Logistics will close its Romeoville facility, laying off 32 workers [25] Industry Trends - Weak consumer demand, excess capacity, contract losses, and network consolidation are leading shippers and logistics providers to shrink operations [5] - Manufacturers tied to industrial freight are cutting output amid slower order volumes and tighter capital conditions, reflecting a freight market struggling to regain momentum [5]

Core Insights - Baker Hughes has received multiple awards to support the development of a low-carbon ammonia fertilizer production plant by Wabash Valley Resources in the United States [1][4] - The project aims to produce 500,000 tons of ammonia annually while capturing 1.67 million tons of CO₂, contributing to a sustainable fertilizer supply for the U.S. agricultural market [2][6] Company Contributions - Baker Hughes will provide essential compression equipment for hydrogen purification and CO₂ injection pumps for permanent geological storage as part of the project [3][4] - The company emphasizes its role in transforming industries like agriculture through advanced technologies that promote sustainability and efficiency [4] Project Details - The facility in West Terre Haute, Indiana, will repurpose an existing gasification plant into a clean ammonia production site [2] - The project includes constructing CO₂ injection wells and monitoring wells to ensure long-term integrity and compliance with environmental standards [4]

Group 1 - CF Industries Holdings, Inc. declared a dividend of $0.50 per share on its common stock, payable on February 27, 2026, to stockholders of record as of February 13, 2026 [1] - The company will report its fourth quarter and full year 2025 results after market close on February 18, 2026, with a conference call scheduled for February 19, 2026, at 11:00 a.m. ET [2] - Investors can access the conference call via a toll-free number or through the company's website, with a replay available post-event [3] Group 2 - CF Industries aims to provide clean energy sustainably, focusing on safe operations, environmental stewardship, and disciplined management [4] - The company is working to decarbonize its ammonia production network, which is the largest globally, to support low-carbon hydrogen and nitrogen products [4] - CF Industries has a strong manufacturing presence in the U.S., Canada, and the U.K., along with a robust logistics network in North America to facilitate its clean energy transition strategy [4]

Core Insights - CF Industries Holdings, Inc. and POET have initiated a pilot project to develop a low-carbon fertilizers supply chain aimed at reducing carbon intensity in corn production and facilitating low-carbon ethanol production for motor fuel and export [1][5] Group 1: Project Overview - The pilot project involves major agricultural cooperatives, including WinField United, NuWay-K&H, New Cooperative, and Farmer's Cooperative [2] - The project will track the carbon intensity certification of low-carbon fertilizers produced by CF Industries and distributed to corn growers in Iowa, Minnesota, Missouri, and Nebraska [3] Group 2: Production and Impact - POET anticipates producing approximately 5-6 million gallons of ethanol with lower carbon intensity using corn grown with low-carbon ammonia [4] - CF Industries can produce up to 1.9 million tons of low-carbon ammonia annually at its Donaldsonville Complex, sufficient for fertilizing 19-22 million acres of corn [6] Group 3: Stakeholder Statements - CF Industries emphasizes the importance of low-carbon fertilizers in decarbonizing bioethanol inputs and expresses pride in collaborating with various agricultural partners [5] - POET highlights the trial as a pathway to reduce carbon intensity in bioethanol, benefiting both the environment and rural economies [5][7]

Group 1 - CF Industries Holdings, Inc. plans to announce its quarterly financial results and hold conference calls in 2026 [1][3] - The company aims to provide clean energy sustainably, focusing on decarbonizing its ammonia production network [2] - CF Industries has manufacturing complexes in the United States, Canada, and the United Kingdom, along with a strong logistics network in North America [2] Group 2 - The schedule for the quarterly financial results and conference calls for 2026 is as follows: - Fourth Quarter 2025 results on February 18, 2026, with a call on February 19, 2026 [3] - First Quarter 2026 results on May 6, 2026, with a call on May 7, 2026 [3] - Second Quarter 2026 results on August 5, 2026, with a call on August 6, 2026 [3] - Third Quarter 2026 results on November 4, 2026, with a call on November 5, 2026 [3]

Industry Outlook - The fertilizer business is expected to thrive as global efforts to secure food supply chains intensify, particularly in the US where executive orders are aimed at boosting domestic production [1] - US corn production is anticipated to increase, reflecting a positive trend in the agricultural sector [1] Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, with a focus on sectors such as technology (SaaS and cloud) and recently energy and minerals [1] - The analyst emphasizes rigorous research standards and personal investment criteria, indicating a high level of diligence in investment decisions [1]

Core Insights - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum, enhancing investment decision-making [2][3][6] Group 1: Zacks Style Scores Overview - The Zacks Style Scores rate stocks with an alphabetic system from A to F, where A indicates the highest potential for outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Group 2: Value Score - The Value Score identifies stocks trading below their true value by analyzing financial ratios such as P/E, PEG, and Price/Sales [3] Group 3: Growth Score - The Growth Score emphasizes a company's financial health and future growth potential, using historical and projected earnings, sales, and cash flow [4] Group 4: Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing metrics like short-term price changes and earnings estimate revisions [5] Group 5: VGM Score - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and positive momentum [6] Group 6: Zacks Rank Integration - The Zacks Rank, a proprietary stock-rating model, uses earnings estimate revisions to assist in portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.9% since 1988 [7] - Stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B are recommended for maximizing return potential [9] Group 7: Stock Example - CF Industries - CF Industries Holdings, Inc. is a major global manufacturer of nitrogenous fertilizers, currently holding a Zacks Rank of 3 (Hold) and a VGM Score of A [11] - The company has a Momentum Style Score of B, with shares increasing by 3.6% over the past four weeks, and an upward revision of earnings estimates for fiscal 2025 [12]

Group 1: Company Developments - Nutrien Ltd. has streamlined its portfolio by selling its 50% equity stake in Argentina-based nitrogen producer Profertil S.A. for approximately $600 million in pre-tax proceeds [3] - The company has generated roughly $900 million in gross proceeds from asset sales since Q4 2024, indicating a broader divestment strategy to enhance focus and strengthen its balance sheet [4] - Nutrien's President and CEO, Ken Seitz, emphasized that the sale of Profertil is part of efforts to simplify the portfolio, improve earnings quality, and enhance cash conversion [4] Group 2: Market Outlook - Mizuho raised its price target on Nutrien to $65 from $61 while maintaining a Neutral rating, reflecting ongoing pressures in the chemicals, agriculture, and packaging sector [2] - The analyst noted that higher export volumes from China are impacting basic chemical markets, and a weak start to the March quarter is anticipated following a weak December quarter for many companies in the sector [2] Group 3: Business Operations - Nutrien operates as a global supplier of essential crop nutrients, producing and distributing potash, nitrogen, and phosphate [4] - The company supports farmers through its retail platform, Nutrien Ag Solutions, which offers products, services, and agronomic expertise across key agricultural regions [4]

Industry Overview - Fertilizer stocks, including Mosaic, CF Industries, and Nutrien, are highlighted as key investments due to their significant trading volume recently [2] - These stocks are linked to agricultural nutrients such as nitrogen, phosphate, and potash, which are essential for enhancing crop yields [2] - The performance of fertilizer companies is influenced by various factors including crop prices, planting demand, feedstock and energy costs, weather conditions, trade policies, and environmental regulations [2] Company Profiles - **Mosaic Company**: Engages in the production and marketing of concentrated phosphate and potash crop nutrients, operating through three segments: Phosphates, Potash, and Mosaic Fertilizantes [3] - **CF Industries**: Focuses on manufacturing and selling hydrogen and nitrogen products for various applications, operating through segments such as Ammonia, Granular Urea, UAN, AN, and others [4] - **Nutrien Ltd.**: Provides crop inputs and services across four segments: Retail, Potash, Nitrogen, and Phosphate, distributing crop nutrients, protection products, seeds, and merchandise [4]