Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Emerging Market Demand
Companies covered: Service Corporation International (NYSE:SCI), Regal Entertainment Group (NYSE:RGC), O-I Glass (NYSE:OI), Coca-Cola Company (The) (NYSE:KO), Corrections Corporation of America (NYSE:CXW), Ball Corporation (NYSE:BALL), VALE S.A. (NYSE:VALE), Sociedad Quimica y Minera S.A. (NYSE:SQM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Solutia Inc., Rockwood Holdings Inc., Nalco Holding Co., Eastman Chemical Company (NYSE:EMN), Celanese Corporation (NYSE:CE), Monsanto Company (NYSE:MON), Intrepid Potash, Inc (NYSE:IPI), E.I. du Pont de Nemours and Company (NYSE:DD), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), American Equity Investment Life Holding Company (NYSE:AEL), Converted Organics Inc