Shiv Kapoor

Sectors Benefiting from BRICs' Growth

Kingsley - I feel you are correct on POT re-testing $60. In fact I am not sure that that price level will hold. As a worst case scenario I cannot rule out $50 to $55. Eventually the remaining downside is not significantly higher than the broad market downside. On the upside, I have a high degree of confidence to a level of $140 over 5 years. Over a longer period, the sky is the limit - this is why I feel MON/POT have multi decade potential; yet in terms of a single economic cycle they have not quite made it to my portfolio.


On Nov 17 08:09 AM Kingsley wrote:

> While I respect your thoughtful commentary and do not dispute the
> notion that Potash and Monsanto will eventually rise, now is not
> the time to be purchasing shares of either. In regards to Potash,
> it looked like it be forming an inverted head and shoulders pattern,
> but then the price crashed back down. POT looks like it will be
> retesting the 60.

Sectors Benefiting from BRICs' Growth

Zenstar66 - POT, MOS, AGU & IPI are all good stocks. It is just that the portfolio was designed to look for capital appreciation backed by handsome yields. Combining the two criteria, these stocks never made it into my final selection.



On Nov 17 07:35 AM zenstar666 wrote:

> You stated the "capital appreciation" for POTand MOS does not look
> attractive. Except for the financial crisis which unjustifiably brought
> their share prices down along with the entire commodity sector,
> their fundamentals, along with those of AGU and IPI, going forward
> appear to be decoupled from their share prices and tell a much different
> story. Am I missing something???