Potash Corp. of Saskatchewan, Inc. (POT)
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POT Forum Topics
- All Comments on POT
- General Discussion on POT
- Fannie & Freddie Bailout? - Fast Money Recap (9/5/08) [view article]
- Worst Downgrades - Cramer's Stop Trading! (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 Corp. Poised to Double Market Capitalization [view article]
Hey John,They don't allow squirrels here :)
(Harbinger) Reply
t77
What's in Store for the Fertilizer Industry? [view article]
Great article, u got it right! ReplyWhat's in Store for the Fertilizer Industry? [view article]
Pot is only about 10% higher than when their earnings were 4.25 w/ an expectation of 12-13 bucks in the current year- ie: about 12 PE as mentioned for a co growing 200% this year and estimated 75% next.The dynamic of higher protein diets for a billion+ folks is powerful, amplified by non-sensical mandates for the conversion of corn to dirty fuel.
S & P - btw reiterated target of 280 after last earnings call.
The elephant in the ointment is the impact from the union strike.
Looks like a pretty good entry...
Good Huntin'
fc
fancam.com
Reply
What's in Store for the Fertilizer Industry? [view article]
Emerson: It looks to me like there is support at about $145. There was also support at about $163-4. It seemingly went through that today. The semi-major overhead resistance is at $175, $183, and $190. The options are really bunching up tightly now. It makes one think that a turn around is likely soon. I think the petroleum stocks news comes out tomorrow, since this is a holiday week. One would think that news would tend to make oil go up. That would likely have the same effect on other commodities and on POT. Of course, I thought Gustav would tend to make oil go up. Apparently the relief that it wasn't a category 4 to 5 hurricane was enough to put the lie to that scenario. A lot of people thought that oil would bottom in the $90 - $100 range (i.e. retrace to a point constituting about half its recent upward movement). We are getting very close to that now. If we get a sudden spate of very bad economic news, oil may go below even that. Without such an impetus, it seems likely to me that the soothsayers will be approximately correct. ReplyWhat's in Store for the Fertilizer Industry? [view article]
David, I'm with you. Does anyone know what the support/resistance numbers are for POT? I had to sell my shares today because I've just lost too much money and I have a feeling that we're no where near the bottom yet. Thanks for a great article. ReplyWhat's in Store for the Fertilizer Industry? [view article]
Baker Hughes just put out a report that the refinery damage from Gustav may be as bad as that for Katrina. This should buoy oil and gas. Also Zaks this morning put out a target estimate for POT of $250 based on 2008 earnings (estimated PE at that time would be 18.9). This would be for late Jan. or early Feb. in 2009, when Q4 results are announced. One of the most respected analyst groups is saying the stock will almost double in 6 months. That is encouraging. ReplyWhat's in Store for the Fertilizer Industry? [view article]
The fact that KDB seems to be seriously interested in buying a big part of Lehman is likely good news for the market. It may effectively make Lehman easily able to weather the bad loan problems yet to come. If this deal happens, the entire market may run up. It is an election year after all. Replyfleet
What's in Store for the Fertilizer Industry? [view article]
There are a lot of great companies on sale right now, POT being one of them. At 150-155, I'm a buyer. I don't think that anyone can call a bottom to the commodity sell off --- but you do need a tolerance for pain to buy these stocks right now. ReplyWhat's in Store for the Fertilizer Industry? [view article]
It has occurred to me that this stock amy wait until it gets near its next earnings release. Then it may start going up on what will undoubtedly be really fantastic earnings for Q3. At the current price, $155, the PE after Q3 will be 16.7, and after Q4 results it will be 12.3. This is for a company that is supposed to grow 70% next year. ReplyWhat's in Store for the Fertilizer Industry? [view article]
I agree. It does seem the long term prospects for POT are excellent. Don't know what's in store for the short term though. September is a bad month. It's negative historically. POT is down again today. However, that may just make it a bargain in the short term. I think the petroleum stats get reported tomorrow since this is a holiday week. Since most things were shut down (including shipping intakes), it seems likely that the petroleum draw downs will buoy the commodities, especially oil. This may help POT et al in the short term. Does anyone have any idea when these stocks are likely to turn around? The fundamentals are really good, and everyone wants lots of food to eat. ReplyWhat's in Store for the Fertilizer Industry? [view article]
I own a small amount of POT, so I'm rooting for this, too, but honestly - you call this Excellent Analysis? Lol, it's mostly cheerleading at best. ReplyWhat's in Store for the Fertilizer Industry? [view article]
New information,very interesting. ReplyWhat's in Store for the Fertilizer Industry? [view article]
Can someone please comment on the relationship between US dollar and fertilizer stock prices? Charts seem to show an inverse relationship. ReplyWhat's in Store for the Fertilizer Industry? [view article]
Interesting article concluding that global bull run is not over. Many people who follow technical charts think its over because most world markets are trading below a downward sloping 200day moving average. Author has put up good fundamental arguments but behaviour of stock prices may diverge from fundamentals at certain times. ReplyWhat's in Store for the Fertilizer Industry? [view article]
The other reason might be that the stock price is already accounting for net profits that are impossible to generate even at higher margin for the fertilizer companies. As an investor, the question in my mind would be at what multiple should the fertilizer stocks trade?Their P/E (as on bberg) is about 49 and 44 respectively while the Est 1Year P/E is 13 and 10. If that is any indication the street is expecting a 4x increase in EPS number from these companies.
There is no major volume expansion coming on-line in 2008 or 2009 so that means that 4x EPS increase should come from margin expansions. Seems too aggressive.
Reply