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Zacks
5 Stocks for the 2022 Agriculture Bull Market
Tracey Ryniec
Thu, November 18, 2021, 9:20 PM
In this article:
NTR
+2.19%
MOS
+1.18%
ANDE
+1.50%
IPI
-0.54%
CF
+3.51%
(1:00) - Will Agriculture Stocks Be A Strong Investment Tool For 2022?
(5:40) - Tracey’s Top Stock Picks
(24:00) - Episode Roundup: CF, MOS, IPI, NTR, ANDE
Podcast@Zacks.com
Welcome to Episode #259 of the Value Investor Podcast.
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
2021 has been a good year for value investors as some of the hottest industries this year are in the “value” category, including energy, banks and agriculture.
Tracey expects these industries to still be hot in 2022.
The Street has “found” energy stocks this year, as it gets media coverage. But agriculture is not getting any coverage at all despite a huge rise expected in earnings.
Agriculture stocks can be in the food area, the equipment makers, in fertilizers or in agribusiness.
The fertilizers and agribusiness companies, such as CF Industries, Mosaic, Intrepid Potash, Nutrien and The Andersons, have great Zacks Ranks and are still cheap.
Why are they expected to be in a bull in 2022?
5 Stocks for the 2022 Agriculture Bull Market
1. CF Industries CF
CF Industries is the world’s largest producer of ammonia. With nitrogen fertilizer prices soaring, so are CF Industries’ earnings.
In 2021, CF Industries is expected to make $3.25. But CF Industries’ Zacks Consensus Estimate for 2022 has jumped to $9.70, which is a gain of 198.3%.
Shares have also soared this year, jumping 71%. But CF Industries’ valuation still remains attractive, with a forward P/E of 20.
CF Industries is also shareholder friendly, with a dividend currently yielding 1.8%.
Fertilizer prices are remaining elevated heading into 2022.
Look for buying opportunities on any pullback.