Potash Corp. of Saskatchewan, Inc. (POT)

All Comments on POT

  • commenter
    Oct 06 10:24 PM
    My Website
    Four Energy Bargains [view article]
    Also, if Obama wins, he will open some doors for political gain, and at the same time, shut many doors to free trade.
    Why ? Because he promised too much too soon !!
    Reply
  • commenter
    Oct 06 10:00 PM
    Four Energy Bargains [view article]
    Doji -- You're absolutely correct in that Weatherford has performed badly, no hiding from that fact. I did put my money where my mouth is, and have dropped like a stone. Luckily, all of my investments don't turn out that poorly. Overall, it is a great company, and one that will do well over time, as long as you believe that we are going to need Oil and Natural Gas....This one will be a good buy in 5-10 years, even at a $35 entry point, which is how long I hold most stocks for, at a minimum. Congrats on the fact that you've never had a bad call on a stock! =)

    Alex -- Everyone is entitled to their opinion. In terms of demand, do take into account that once people make the switch from a grain based diet to one that is more based on Protein, they don't tend to go back. It is unlikely that Potash will fall back down to that level because of this, but again, not all of one's picks can be correct.

    Brother -- Agreed. This is why I tried to find stocks that were still going to be decent values, even with fairly strong hits to their "E"

    Bid/Ask -- For some reason, I have never liked HAL. Perhaps it is because I think that if Obama wins, he will open an investigation into some of their Iraq dealings.....Otherwise... it could have easily been on the list....
    Reply
  • commenter
    Oct 06 09:49 PM
    Four Energy Bargains [view article]
    I'd like to add HALLIBURTON. It has a P.E. of 9. More so, it has great exposure to Middle East. Reply
  • commenter
    Oct 06 09:20 PM
    Four Energy Bargains [view article]
    p/e's are cheap until the e gets cut to smitherines. Reply
  • commenter
    Oct 06 06:08 PM
    Four Energy Bargains [view article]
    Wheat farmers are now selling at below cost. The everybody has to eat theme is pretty much over. Go back to '05-'06 fert pricing and tell us if POT is a bargain. The funds that fueled its rally are under liquidation. Long term support is in the 35-40 range. Reply
  • commenter
    Oct 06 06:01 PM
    Four Energy Bargains [view article]
    You recommended Weatherford at the $35 level.
    It traded down to &16.01 at 14:30 pm today.
    Great call, I'll be sure to follow your recommendations---
    all the way to the poorhouse.
    Reply
  • commenter
    Oct 06 11:23 AM
    Thursday Options Update: MET, NSC, BG, GE, POT, MOS, RIO, MAR, PTEN, NSM [view article]
    It's time to short MOS, MON, CF and the like. They are completely oversold.
    Here's a good article which shows the tech analysis of each with predictions of where they are going.
    Good luck...
    www.greenfaucet.com/te...
    Reply
  • commenter
    Oct 06 11:23 AM
    The Real Reasons Fertilizer Stocks Are In the Dirt [view article]
    It's time to short MOS, MON, CF and the like. They are completely oversold.
    Here's a good article which shows the tech analysis of each with predictions of where they are going.
    Good luck...
    www.greenfaucet.com/te...
    Reply
  • commenter
    Oct 06 11:23 AM
    My Website
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    If the global markets are melting down, then it would make sense that the earnings are too high. China seems to have disappeared for the moment, but the Chinese government has also been very critical about the Western lending standards that lead to the current crisis. In fact, they claim that they have very little exposure to the problems we face.

    Last quarter POT reported better than expected earnings and raised full year guidance. The company was aware of the strike, but the credit crunch may now be a factor for this coming quarter into early 2009.

    Personally, I don't know what to make of this article ---- or the market for that matter. Lot's of different opinions, no consensus.
    Reply
  • commenter
    Oct 06 11:22 AM
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    It's time to short MOS, MON, CF and the like. They are completely oversold.
    Here's a good article which shows the tech analysis of each with predictions of where they are going.
    Good luck...
    www.greenfaucet.com/te...
    Reply
  • commenter
    Oct 06 11:21 AM
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    Welllllll, as long as my holding don't make it to zero :(
    I'll wait til I'm 80 to cash them in, of course
    we may all be eating cat food by then :)
    Reply
  • commenter
    Oct 06 08:56 AM
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    CF Industries (CF) looks attractive "on a valuation basis" with near zero debt ... EPS growth and ROE are outstanding. 3Q EPS due out about 27 October. Reply
  • commenter
    Oct 06 05:57 AM
    My Website
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    The paragraph about Canaccord Adams is bizarre at best, and simply totally inaccurate, or perhaps dishonest at the worst. First of all, I assume the author meant bearish, not bullish as written, in regards to which "camp they have now joined." Was that just a typo, or was that a "Freudian Slip," when what one hand prints the truth, while the other hand prints what is false, and the author's mind can't see it and correct it, before readers see the lie. We will never know, as the true author is hiding behind the FP Trading Desk. For those who don't already know, Keith Carpenter was the most bullish professional analyst on Potash Corp. If he has in fact changed his evaluation, then that is very significant indeed. However, his previous evaluations were supposed to be based upon earnings estimates, not stock market activity. The article implys that Keith Carpenter is now basing his earnings target on much lower earnings. In reality, it seems like "he" is doing just the opposite. He "apparently" is no longer basing his stock price target on earnings. Instead, he is "apparently" basing his stock price target on the very real ongoing fear and deterioration in the stock markets. I wonder what measurement tool "he" is using? Or is he just being used by the author for questionable purposes? Why isn't he holding on to his previous earnings and stock price estimates, and just saying that the on going market activities will likely take the share price all over the place, but mostly downward at least short term? In other words, it will take some time to get back to fundamentals. Why would a professional suddenly become such an amateur? I wonder what Keith Carpenter would think about this article? I also wonder what you think? And how about the editors at SA??? Reply
  • commenter
    Oct 06 02:05 AM
    My Website
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    Wheat and other grains, like oil, are experiencing declines in pricing while at the same time running very low inventories. It's like driving your car on fumes and hoping to find a gas station before you run out of gas. You can run on reserve for a while, but sooner or later you have to fill up the tank.

    I'm not saying that the market is done going down, but I'm convinced that commodities have been oversold. You can't eat gold or heat your home with it. It's your grandfather's hedge.
    Reply
  • commenter
    Oct 06 12:55 AM
    People Still Need to Eat: Fertilizer Stocks Oversold [view article]
    Artistes: NO...price/ton has not yet dropped. The selling is as of yet based on fear and panic, and drops in crop prices...which have dropped, and are relevant...but in my opinion not likely to drop much further due to panic buying of food to "have an emergency supply" as well as lower crop yields due to storms.

    I do believe potash/fertilizer companies are oversold, and I do not expect to see much of a drop-off in potash pricing (though we may see a small drop, then remain steady...).

    Disclosure: long POT.
    Reply