Comments on Seth Brubaker's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/seth-brubaker/articles http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-215365 215365 Sun, 27 Jul 2008 00:55:05 -0400
The current minuscule dividend in light of all all this prosperity does not provide a dividend protection backstop if the stock were to go south in a serious way or a reason to buy POT based on growing substantial dividends. And it places the entire investment rationale on POT's capital appreciation based on EPS^ and similar POT financial measures. Come on Doyle, broaden the stocks appeal and loosen up on the purse strings. Failure to do so just opens the stock up to more speculation, manipulation and sector rotation because there is no dividend protected bottom no matter how, er, juicy the earnings may prove out. (Yes, yes I have heard about the financials and their fancy and funny money dividends not protecting their stocks from the actions of their fantastically talented and poorly regulated managers. Hopefully there are no CDO equilavents on the horizon for fertilizer. One big pile of it courtesy the banks, hedge funds and private capital folks is quite enough, thank you.)

Hey, Mr. POT CEO: Begin a 30 year record of increased dividends to your owners beginning 4Q08 starting from some substantial perspective - say 3% or better.
]]> http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-215362 215362 Sun, 27 Jul 2008 00:35:54 -0400
Is anyone concerned that genetically altered seeds will offset some of the demand for Potash in the (probably distant) future?
]]> http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-215056 215056 Sat, 26 Jul 2008 10:49:21 -0400 http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-215022 215022 Sat, 26 Jul 2008 10:05:04 -0400
Here's another way to look at POT: What do you know about it that other investors don't know? This is a fairly simple company that has recieved an enormous amount of publicity and is held by many well-known mutual funds. Everyone projects nice profits going forward. There are no problems on anyone's radar. So if the company is worth more, why isn't it trading for more? If any bad news comes out (decline in pricing, decline in output, new finds by competitors, scientific discoveries that reduce fertilizer needs, etc.), what's that going to do to a stock that's riding such a wave of momentum? Owning POT at this point is kind of like owning AAPL except that POT can't invent a new potassium.

As to the sector rotation to financials: of course some of it is silly. The people who have been piling in to C as losses continue and management shows no signs of having a clue what to do are just speculating. But there are banks with enormously beaten down prices who are turning profits again, and some are great long-term investments - WFC, BAC, etc. A financial crisis doesn't mean banks are never again good investments (take a look at what banks did after every past financial crisis), and due to the forward-looking nature of the market banks become good investments BEFORE news actually gets better and problems cease. Only rarely does a whole sector stay good or stay bad for more than 5 years. ]]> http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214992 214992 Sat, 26 Jul 2008 09:11:28 -0400 http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214184 214184 Fri, 25 Jul 2008 09:16:08 -0400 Well said.]]> http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214129 214129 Fri, 25 Jul 2008 08:48:01 -0400 And let's face it: what does it matter if POT looses even 10-15% within the next few days or weeks?
Absolutely nothing since in the long run the steady worldwide demand will guarantee the price of this share to rise to 300$ or above.]]> http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214105 214105 Fri, 25 Jul 2008 08:29:10 -0400 http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-214085 214085 Fri, 25 Jul 2008 08:13:26 -0400