Potash Corp. of Saskatchewan, Inc. (POT)

All Comments on POT

  • commenter
    Aug 19 01:34 PM
    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? Reply
  • commenter
    Aug 19 10:04 AM
    My Website
    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. Reply
  • commenter
    Aug 19 09:32 AM
    Potash Sell-Off Overdone - Citi [view article]
    The article as well as the comments are very informative. I am holding my POT. Reply
  • commenter
    Aug 19 08:43 AM
    My Website
    Potash 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
  • commenter
    Aug 19 07:32 AM
    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. Reply
  • commenter
    Aug 19 04:15 AM
    Potash 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. Reply
  • commenter
    Aug 19 03:24 AM
    Potash 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> Reply
  • commenter
    Aug 19 01:49 AM
    Potash 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
  • commenter
    Aug 18 08:25 PM
    Checking In on George Soros [view article]
    Soros is not losing his touch, he is misleading the public for his own benefits. Reply
  • commenter
    Aug 18 08:10 PM
    A 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
  • commenter
    Aug 18 07:49 PM
    Potash Sell-Off Overdone - Citi [view article]

    Hedge funds have a hold of this stock and whip it back and forth based on the direction of oil, gold, and the dollar. Fundamentals don't count right now. I predict another sell off with oil going down to the 80's. I base this off of lower inflationary expectations going forward. China is the big player that could change this picture. If news comes out that China is back on track to levels of 9 to 10 % growth then the commodity bull is back on.
    Reply
  • commenter
    Aug 18 07:43 PM
    Potash Sell-Off Overdone - Citi [view article]
    the hedge funds have a hold of this stock and play it with oil and the other commodities. Therefore with commodities stocks selling off so will potash. Reply
  • commenter
    Aug 18 07:13 PM
    My Website
    Potash Sell-Off Overdone - Citi [view article]
    Certainly nothing new here, though I agree with the conclusion. Reply
  • commenter
    Aug 18 07:02 PM
    My Website
    Checking In on George Soros [view article]
    Find what his old partner (Jim Rogers) is doing right now in:

    jimrogers-investments....

    It seems like Soros lost his touch...
    Reply
  • commenter
    Aug 18 06:48 PM
    Buy, 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