The Mosaic Company (MOS)
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MOS Forum Topics
- All Comments on MOS
- General Discussion on MOS
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
- Best and Worst Performing Stocks of the Current Bear Market [view article]
- Financial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
- Hedge Fund Manager's Notebook: Pawn Shops and Railroads In, Oil and Commodities Out [view article]
- Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
- Barron's Drop - Fast Money Recap (8/18/08) [view article]
- World's Breadbasket Creates Record Earnings for the Fertilizers [view article]
- Heavy Rains Hurting Corn and Soybean Yields, Raising Prices [view article]
- Prisma Goes Contrarian on Potash Industry [view article]
- Agriculture: Are There Still Bulls in the Supermarket? [view article]
- PotashCorp and Mosaic: Get Your Orders Ready [view article]
loading ...Recent MOS Articles
- Best and Worst Performing Stocks of the Current Bear Market
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011
- Financial Downgrades Down Markets - Fast Money Recap (8/19/08)
- Barron's Drop - Fast Money Recap (8/18/08)
- World's Breadbasket Creates Record Earnings for the Fertilizers
- Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II)
- Hedge Fund Manager's Notebook: Pawn Shops and Railroads In, Oil and Commodities Out
- Prisma Goes Contrarian on Potash Industry
- Ahead of the Fed - Fast Money Recap (8/4/08)
- Agriculture: Are There Still Bulls in the Supermarket?
- Full List of Articles »
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Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
errr...did you just claim that RIO, SQM, RTP, and BHP are potash producers???????The only potash producers listed are POT, IPI, and MOS Reply
Best and Worst Performing Stocks of the Current Bear Market [view article]
ANR is headed for $200! ReplyFinancial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
Make that Apple outpaces its competitors. ReplyFinancial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
Apple outpaces it is customers???? At this point, you should have some notion that it with an apostrophe means IT IS. T ReplyFinancial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
$60 billion...not $60 billion dollars. You already indicated that you're referring to dollars by including the dollar sign before 60 billion. ReplyHedge Fund Manager's Notebook: Pawn Shops and Railroads In, Oil and Commodities Out [view article]
Wonder if the pawn shops are a better play on gold than the gold miners... ReplyFinancial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
Ummm ... Potash and ALL fertilizer products ARE NOT commodities!! DUH! Good grief! Need proof? There are NO SPOT PRICES and there is no FUTURES MARKET on potash (the chemical). If an analyst is so uniformed to thing that fertilizers are commodities how can one take anything they say seriously? ReplyFinancial Downgrades Down Markets - Fast Money Recap (8/19/08) [view article]
Thanks to Pete Najarian for hyping the puts - I love selling them! ReplyBuy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
I am not sure where the author is getting his data but last time I checked Potash prices were going up and they continue on going up. The strike at PCS should even drive prices higher which is great news for other fertilizers companies. If the commodity price is moving up then the stock will follow.The argument about Citi and Potash market Cap is one of the stupidest things I have ever heard. Citi is losing money by the truck loads. PCS is making money by the truck loads. Why are you surprised that PCS's market cap has surpassed Citi? If Citi's market cap drops by another 20% - 30% (which is very possible in this market) does that mean I should go ahead and sell my shares in Research in Motion, Amazon or McDonalds. All these companies have a market cap between 40 - 70 Billion and have increased their stock price over the past 52 weeks. Very bad argument on the author's side
By the way, when you wrote your post at the end of July the prices for these Agri stocks were already way down. So the claim that you foresaw this drop is not accurate.
Very amateur writing Reply
Barron's Drop - Fast Money Recap (8/18/08) [view article]
Barron's kiss of death is probably a breath of life for Freddy and Fanny. ReplyBuy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
"That sign was when Potash Corp (NYSE:POT) had a bigger market cap than Citigroup (NYSE:C). Sure, Citigroup has its problems that I’m not going to go into here, but Potash Corp more valuable than Citigroup?"Um, maybe because if you checked the actual balance sheets and earning reports you'd release that you have to have earnings to have a P/E. Citigroup has no p/e. All the fertilizer companies are worth more than citigroup. My local pub is worth more than citigroup. Citigroup has lost $1.79/ share over the last 3 quarters. That means they MUST make $1.79 in the next quarter just to break even. The forcast for the next quarter (Sept 08)is ummm...0.13/ share.
Heck it would be great if they even cut back on their losses. does anyone actually believe they will make their current 08 forecast of a loss of -$1.08/share????
drew Reply
Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
I bought in close to the top and have seen major paper losses here. I appreciate all the discussion.I have to conclude though that while painful for me, that AG investments are really not "story" investments (i.e. some BS that Wall Street comes up with to sucker naive people into short-term plays) but that they have lasting and long-term significance.
It really boils down to
a. supply
b. demand
c. barriers to entry.
While movement of short-term money is really just "noise" that distracts from the longer-term trends.
Looking at the above
a. supply - potash is limited in supply as is recognized from the discussion above
b. demand - demand is increasing, this is not a "story", this is real, the world economy is creating more people who can afford to buy meat. To grow meat, takes grain, to grow grain requires potash and fertilizer.
Ignore all the noise about soybeans needing less fertilizer and ethanol, these are missing the point.
c. barriers to entry - Requires huge capital investments in equipment, land and as mentioned, very few places in the world are blessed with the abililty to produce.
Need I say more.......painful short term......correction occurring......long term buy/hold
Reply
Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
So what's the next big boom, final half of '2008 and into '2009?Solar
Wind
Alternative Energy Sources
??? Reply
Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
These are momentum names and the mo is working against them right now. I'm waiting for Pot at $140 for a monster run but the drop isn't done yet. ReplyKnight 77
World's Breadbasket Creates Record Earnings for the Fertilizers [view article]
Delta it matters because as more fertilizer is needed companies such as MOS will see their profits climb and as the price of corn and /or other commodities then there is more econmic profit to be made by farmers in these sectors. Bottomline these companies have stelar prospects for the next two years Reply