The Mosaic Company (MOS)
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MOS Forum Topics
- All Comments on MOS
- General Discussion on MOS
- Ten Minnesota Stocks [view article]
- The Burst Commodities Bubble [view article]
- Mosaic Misses Earnings and Brings Down the Sector [view article]
- @VIC: Top Hedge Fund Picks [view article]
- The Real Reasons Fertilizer Stocks Are In the Dirt [view article]
- Thursday Options Update: MET, NSC, BG, GE, POT, MOS, RIO, MAR, PTEN, NSM [view article]
- People Still Need to Eat: Fertilizer Stocks Oversold [view article]
- The Only Thing In Common Is The Decline: GGP, MOS and HIG [view article]
- Mosaic Company Falls Sharply [view article]
- Not Much to Recommend - Cramer's Lightning Round (10/3/08) [view article]
- Trying to Defend Mosaic [view article]
loading ...Recent MOS Articles
- Ten Minnesota Stocks
- The Burst Commodities Bubble
- Mosaic Misses Earnings and Brings Down the Sector
- @VIC: Top Hedge Fund Picks
- People Still Need to Eat: Fertilizer Stocks Oversold
- The Only Thing In Common Is The Decline: GGP, MOS and HIG
- The Real Reasons Fertilizer Stocks Are In the Dirt
- Mosaic Company Falls Sharply
- Thursday Options Update: MET, NSC, BG, GE, POT, MOS, RIO, MAR, PTEN, NSM
- The Market Hates Mosaic: Phosphates Not Up to Snuff
- Full List of Articles »
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Trying to Defend Mosaic [view article]
With 1000 hedge funds projected to go under this year, the redemption train has just gotten started. Expext more irrational pressure on these stocks as the fundamentals continue to suggest otherwise. Replyfleet
Trying to Defend Mosaic [view article]
POT and MOS will buy back a great deal of stock at these levels and they have the cash and cash flow to do it.The hedge funds and mutual fund redemptions are one issue and it's creating a great buying opportunity --- if you can handle the pain. I have no idea where the bottom is, but I do think both stocks are tremendous buys at this level.
The credit issue may be affecting a lot of companies in the space. Farmers need credit to buy seed, fertilizer, and machinery. We are all aware of the current situation, even if Washington has not done a good job explaining it or selling it to America. Perhaps someone should start to think about food shortages or the need to import food next year if the situation is not resolved in short order.
I enjoyed reading the article. Thanks. Reply
Trying to Defend Mosaic [view article]
MOS has even more cash flow to come.With population growth and booming economies,we will see Idia and China make animal protein a bigger part of their diet.They will need to produce more grains to feed cattle,hogs.They will need potash in large supplies.These are the facts,not speculation.Hedge fund shorting only makes for better buying opportunities.I don't blame the author for holding this stock.Good article. ReplyGeneral Discussion on MOS
Let's talk Mosaic, they have a price per share growth expectation of at least 360%. Where is it going sideways to down currently. I realize the current tumultuous times of the credit markets. This is fertilizer. Someone please explain to me the reasons why the company is going down? ReplySteel, Coal and Agriculture Plays Turning Over [view article]
On the issue of rotation we need to take a longer view. The equity and bond markets have benefited from a long period of low inflation, but ongoing and massive central bank liquidity injections point to a far less benign environment of elevated inflation ahead. Research by Agcapita Farmland Investment Partnership (Calgary based agriculture private equity firm) shows investors must be prepared to rotate into asset classes with different characteristics.During the last commodity bull market & high inflation period in the 1970’s, equities materially underperformed farmland. Western Canadian farmland went from around $100/acre to $550/acre (550% total return and 176% in inflation adjusted terms), cash held in a money market account barely kept ahead of inflation (6% inflation adjusted return) and the S&P 500 index returned less than 2% per year (a loss of almost 50% in inflation in adjusted terms)
I believe the world is still in the early stages of this current commodity bull market. When agriculture commodities prices are compared against their previous inflation adjusted highs they are significantly discounted implying scope for further increases:
Corn is US$ 5/bushel currently compared to US$16/bushel in 1974,
Wheat is US$ 7/bushel currently compared to US$27/bushel in 1974
Canadian farmland is C$ 660/acre currently compared to C$1,100/acre in 1981
Reply
When Life Hands You Lehman - Cramer's Stop Trading! (6/18/08) [view article]
tbis......wake up ....single most resourceful guy out there for individual traders??????????lay off the Kool-aid dude......He hasn't been right on anything for about 14 months.......has no clue in bear market......if you have capital left go back to him about 6 months in to bull market......oh yeh...remember he called the bottom july 15 2008....oops he must have had gone for drinks with the other Tom Brown, who said don't be late and miss the financial rally ....ooops......wait for their excuses.....they will be classic just like cramers bears stearns tongue twister ReplyWhy Don't Earnings Matter Anymore? [view article]
i dont know if anything matters in this market... ReplyWhy Don't Earnings Matter Anymore? [view article]
The "investors class" is shrinking nowadays. The "blind-folded class" is rising rapidly. So, watch out. ReplyPotash Corp. Update: Time To Buy? [view article]
The slide in crop prices should a temporary event, pot is still a very solid investment ReplyWhy Don't Earnings Matter Anymore? [view article]
Agree fully with the thesis of the original article and with most of the comments. Eventually, value will prevail. Between de-leveraging of hedge funds who had loaded up on these stocks when they were momentum favorites, and speculators trading into oversold rallies by sectors that face long-term secular problems, GARP investors have suffered unwarranted damage lately. But strong and highly visible earnings growth combined with p/e expansion will make these stocks huge winners 12 months out. ReplyWhy Don't Earnings Matter Anymore? [view article]
Jason, I did not project the 1 year growth rate to "infinity"I wrote
I like to compare earnings versus growth rates. I use my estimate for the next 3 year growth rate, but what I used below is a 1 year growth rate. So while we hide under the bed about the death of the global economy (ex the USA) we see companies that should be slowing from 30,50,100% type of growth down to 20-30% over the coming years. Those are valued at forward PE ratios of 5. Reply
fleet
Why Don't Earnings Matter Anymore? [view article]
The move by Joy Global to buy back 2B dollars of stock is a game changer. Notice that POT followed suit.These stocks are cheap, have earnings visibility, and tons of cash. They do not have to go, hat in hand, to the government for a bail out courtesy of the US taxpayer. They will take matters into their own hands.
The hedge funds should pay attention. It's just the beginning. There are plenty of other companies that are awash in cash and they know their space well. If the hedge funds reverse their positions and cover, the upside in many of these stocks will be realized and realized quickly. Reply
Why Don't Earnings Matter Anymore? [view article]
1 year growth rates aren't growth rates. They are a single data point, and projecting them heroically into an infinite future is mere trend following, and has nothing to do with fundamental anything. Does anyone here have the slightest thought beyond chasing headlines or chasing momentum? ReplyWhy Don't Earnings Matter Anymore? [view article]
The renewed talk about Lehman today may put a damper on upside. Lehman lost a large percentage of its value today. Also Brad Hintz put Merrill Lynch in the same boat as Lehman. Merrill also was down substantially, but still far from Lehman's percentage fall. However, it does seem that Merrill may be the next big target??? ReplyWhy Don't Earnings Matter Anymore? [view article]
Earnings do matter and watch what happens after two or three losing quarters. The fundamentals will eventually prevail. They have been doctoring the books and they can't do that for ever. Reply