Potash Corp. of Saskatchewan, Inc. (POT)
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POT Forum Topics
- All Comments on POT
- General Discussion on POT
- Worst Downgrades - Cramer's Stop Trading! (9/5/08) [view article]
- Fannie & Freddie Bailout? - Fast Money Recap (9/5/08) [view article]
- RBC Analysts Expect Potash Corp. Stock to Double [view article]
- Potash Corp. Update: Time To Buy? [view article]
- What's in Store for the Fertilizer Industry? [view article]
- Van Eck's Hard Assets Producers ETF: A Better Alternative to Commodity ETFs? [view article]
- Things Aren't Good - Fast Money Recap (9/4/08) [view article]
- More on Fundamentals and Stock Prices: The Case of Potash Corp. [view article]
- Global Growth Trades - Fast Money Recap (9/3/08) [view article]
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
- Potash Corp. Poised to Double Market Capitalization [view article]
loading ...Recent POT Articles
- Fannie & Freddie Bailout? - Fast Money Recap (9/5/08)
- Van Eck's Hard Assets Producers ETF: A Better Alternative to Commodity ETFs?
- RBC Analysts Expect Potash Corp. Stock to Double
- Things Aren't Good - Fast Money Recap (9/4/08)
- Potash Corp. Update: Time To Buy?
- More on Fundamentals and Stock Prices: The Case of Potash Corp.
- Global Growth Trades - Fast Money Recap (9/3/08)
- What's in Store for the Fertilizer Industry?
- Potash Corp. Poised to Double Market Capitalization
- Potash Corp. Earnings Shouldn't Peak Until at Least 2011
- Full List of Articles »
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Potash Sell-Off Overdone - Citi [view article]
disclosure: long IPL ReplyPotash Sell-Off Overdone - Citi [view article]
the sell-off in AG stocks are done when the BIG BOYS say it's over, not when citi says so.citi should concentrate on their own stock !!..I told the AG players 6 to 8 weeks ago to take your profits.I got burned with the uranium sector in 2007 & warned you guys the same thing would happen here as well.Instead I got a few wise-ass responses from elated AG players.Fundy's don't mean jack when the BIG BOYS want to take their ball home & not play anymore-- you're left holding the bag.....these stocks are dead because changes are happening with the new PRESIDENT and the sector will be hurt.THE GAME FOR THIS SECTOR IS DEAD...TAKE YOUR PROFITS & RUN....THEY ARE "NOT" MAKING NEW HIGHS !!!!!!!!!! ReplyPotash Sell-Off Overdone - Citi [view article]
I would agree that the broad commodity sell-off presents a good opportunity to purchase well-managed fertlizer companies. An Australian equivalent is Incitec Pivot. Further, I am positive on the outlook for corn and wheat prices given that inventory levels of these are well below their historical trends. 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
Potash Sell-Off Overdone - Citi [view article]
Agree with OldGuard15... This doesn't look like a recovery quite yet.. At very least, wait till it starts to move back up a little..jegan ;-) Reply
Potash Sell-Off Overdone - Citi [view article]
What ever happened to buy on the dips? I see guys like Cramer saying to buy when everyone else is selling. Why doesn't this apply to POT? ReplyBarron'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. ReplyLepoff, M.D.
Potash Sell-Off Overdone - Citi [view article]
The article as well as the comments are very informative. I am holding my POT. ReplyPotash Sell-Off Overdone - Citi [view article]
Quote: ""The market has failed to recognize that demand for grains rarely cycle..."However, grain prices have a very strong cyclical trend and fertilizer prices tend to follow grain prices. A few bumper worldwide crop yields could push prices to levels of just a few years ago and a third of current prices. Reply
Potash Sell-Off Overdone - Citi [view article]
Potash has already been at 158 a few days back. I bought some at 160 and will DCA in for more at either 180 or 140. Emerging economies will continue their trend to more protein foods regardless of whether they drive to KFC or cook at home. Energy and food will decouple on the downside, but they may have already done so. ReplyPotash Sell-Off Overdone - Citi [view article]
Commodity prices soared this year due to the falling dollar, emerging market growth, and hedge funds. When the dollar started rising this reversed the others and it led to where we are today. Corn rose to all time highs this year which fuelled the growth of the ag stocks and the reverse has happened as corn has come off. I agree with your comments that from a fundamental basis this stock is solid , and therefore if you have a three to five year time horizon don't worry this stock will perform. On the other hand, if you have a shorter time horizon or are looking to cash in on previous captial gains, the trend is not going north it's going south. Fundamentals are trumped by the trend in the short run. The reaction to the last earnings numbers is proof to my assertion. Oil goes to 80 before it reaches 150 and potash goes to 158 before it reaches 240. ReplyPotash Sell-Off Overdone - Citi [view article]
start to accumulate now......agrium in particular...cheap....... make sure you also hold NOV and PWR.///the bottom is here.....one more major drop,,,buy slowly....did we mention GILEAD and QCOM? BUY NOW> ReplyPotash Sell-Off Overdone - Citi [view article]
KSu, I agree that a lot of what we've seen in ag names is due to the funds. In particular, they have been liquidating their holdings in ag names to cover their losses in energy.However, I think that oil prices have far less downside risk, and it is well known that China will start next year with a huge deficit of fertilizer. This is very bullish, and will keep potash prices high for the foreseeable future. Reply
Checking In on George Soros [view article]
Soros is not losing his touch, he is misleading the public for his own benefits. ReplyA Personal Thank You to Momentum Investors [view article]
I remembered this article when I saw that Citi is screaming that the selling is overdone.Just in case no one else says so:
Brilliant call! You're the man! Reply