Fertilizer Estimates Cut on Weather - Citi (CF) (MOS) (NTR)

Citi analyst P.J. Juvekar is cutting Q1 EPS estimates for fertilizer stocks CF Industries (NYSE: CF), The Mosaic Company (NYSE: MOS), and Nutrien (NYSE: NTR) as the start to the spring has been slow due in part to tough weather conditions in much of the Midwest.

• no change in fundamentals
• anticipate US demand will pick up soon and think it is too early to “throw in the towel” for the spring season

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