Collected Wisdom

This week we look at Nufarm, TPG, ALS, Atlas Iron and New Hope Corporation.

Summary: More newsletters have upgraded their outlook for Nufarm following the company’s impressive full-year results and commentary about better operating conditions. Elsewhere, analysts are divided over whether TPG has overshot fair value in response to yet another beat in its results, while they are almost unanimous in their downcast predictions for mining services company ALS. For mining stocks Atlas Iron and New Hope Corporation it’s a case of whether they can withstand poor commodity prices.

Key take-out: Nufarm is set for double-digit earnings growth this financial year given high demand in South America, strong forward sales, and an improving outlook in Australia, say the newsletters.

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