Potash Corp. of Saskatchewan, Inc. (POT)

All Comments on POT

  • commenter
    cmoher3
    Apr 25 02:15 PM
    Investing in a Resource-Constrained World (Part I) [view article]
    Thanks for your great blog Mark Anthony. Being a newbie to mining investment (albeit a highly successful one...Falconbridge & Alcan ;>)
    can you tell me a good website to track real time metals prices and historical data ? Would it be the LME ?     Reply
  • commenter
    Love to
    short
    Apr 25 01:47 PM
    Investing in a Resource-Constrained World (Part IV) [view article]
    Mark,

    Your long history of articles on FSLR is nothing short of lunacy. You have been obsessed with this tellerium shortage for so long, and have lost a lot of money betting on it. Although you have some merit in many of your points, and your research findings are pretty interesting, you regularly contradict yourself.

    Here is the best part...

    I remember in the many articles you have written previously that you were shorting FSLR, will continue to short FSLR until it goes to zero. You were convinced that FSLR was going to crash. And now you say in this post "At this time I do not even own FSLR short positions and have nothing to gain if FSLR suddenly collapses tomorrow." Why dont you own it now? Its because you first started shorting the stock around 140, which means you have probably gotten 100 margin calls, and your investment is now worth zero now that the stock has more than doubled.

    So you have officially lost your right to write about FSLR in the future.     Reply
  • commenter
    clitosil
    Apr 25 01:43 PM
    Potash Should Jump on Massive JPMorgan Estimates Boost [view article]
    whatever happened to good ole manure? Reply
  • commenter
    sb-tiger
    Apr 25 01:35 PM
    Ag Stocks Could Have Steep Pullbacks [view article]
    If stocks go parabloic SELL. We have seen this over and over again. Reply
  • commenter
    adam axler
    Apr 25 01:31 PM
    My Website
    Those Bubbling Solar Stocks [view article]
    Larsson, if you read my own website, 4/19, you'll see I question whether a time frame for the bubble to burst out to 2010 may not even be reasonable. I even recommend perhaps buying TAN and MOO/DBA in the short-term may provide opportunity to make money on both ends. I certainly didn't imply shorting the basket immediately. But to not include a stock such as FSLR, with its $250 gain in a year's time, I think would be negligent as well.

    Adam     Reply
  • commenter
    Success
    Apr 25 01:08 PM
    Ag Stocks Could Have Steep Pullbacks [view article]
    I agree with everyone. A pull back is inevitable in every stock. With all the news on food shortages and riots you cannot call this a bubble. I listen to the confrence call, and my expectations are high. So everyone please do not be fooled to let this one go this early. Just last month the price of potash double from last year. Not to mention, Russia has just increase there potash prices to 1000 starting June 1. The Ceo of Potash Corp said that in the short term future that there prices will indeed be around 1000. So what bubble. Watch CNBC and every 10 min there is news about food shortages. This is not speculations because the Governments of Nations have second this motion. Buy ag stocks and every so often sell and then get back in. Reply
  • commenter
    DonaldRay
    Apr 25 01:05 PM
    The "No Amount of Bad News Can Bring This Market Down" Trades [view article]
    I thought that was very informative and a funny article. Reply
  • commenter
    mydickupoura
    ss
    Apr 25 12:44 PM
    Ag Stocks Could Have Steep Pullbacks [view article]
    i hate people like you, we all have looked at the chart. You ar just a fsob. Reply
  • commenter
    User 160313
    Apr 25 12:37 PM
    Agriculture Has Legs [view article]
    what do you think of tra's results? Reply
  • commenter
    Are You
    Kidding?!
    Apr 25 12:28 PM
    My Website
    Ag Stocks Could Have Steep Pullbacks [view article]
    I think I read a different article...why do you think he's short? Here's what I see:

    "The story is intact, the stocks are just stretched."

    Disclosure: Long MON, POT and MOS.

    ...and the article he links to at the beggining is like a total cheearleader piece for ag.

    How is it you accuse them of being shorts?
    Reply
  • commenter
    TraderMark
    Apr 25 12:15 PM
    My Website
    Potash's New Hit Highlights Fertilizer's Risks [view article]
    Atlantic,
    I share your strategy
    I layer in AND out of positions

    I have been layering out (too early) of fertilizer over the past week, with last piece out Tuesday

    I started back in yesterday, especially MOS which I find more undervalued than POT. I missed CF this morning at $130 :)

    The market could push these up 15% in the next week or down 15%, I have no idea. As with you, I'll enjoy my gains if they go up from here, and will have cash ready if the market drops them.

    The only systematic risk will be point 4 above, and even then it will be one of perception as opposed to a real degradation of the story. If/when 4 happens we will have a major selloff which needs to be bought. The growth of middle class, loss of arable lands, worsening weather in the globe, etc etc does not change. We are just helping cause even more horror with stupid biofuel policies. Anything to win votes.     Reply
  • commenter
    A
    midwestern
    neighbor
    Apr 25 12:02 PM
    Ag Stocks Could Have Steep Pullbacks [view article]
    I have one foot in each camp on this. I'm *very* bullish on the space. I wouldn't want to be long specific crops, since I see the likelihood of some rotation...but ag in general is not going away - the story is more about hungry people in developing countries now being able to afford more and better food. The fertilizer (potash) and equipment stories remain intact for the foreseeable future.

    With that said...it is true that it has been a remarkable run thus far. And there must be a noticeable pullback at points along the way, due to profit-taking if nothing else. In this case, the fundies continue to shine, though. I'm left wondering if we are just fearful, since we don't see a change in the story.

    What to do? If you are up a good way, there's nothing wrong with taking profits on part of your position. I would not sell all. Just take some off, and pile back in on pullbacks. Since the fundies remain not only sound, but solidly so, I would not wait for huge pullbacks. Calculate a point where you can take some profit and where you can come back in at a good basis. And focus a bit more on the technicals at this time, with the fundies being sound. I.e. trade your
    partial position around the resistance and support levels.

    I don't know that I've said anything new here. Just good reminders for all of us.     Reply
  • commenter
    A
    midwestern
    neighbor
    Apr 25 11:51 AM
    Potash Should Jump on Massive JPMorgan Estimates Boost [view article]
    Looks like a good "buy on pullback" opportunity from here! The story is not dead by a longshot: the growth in ag is ongoing due to the rise of the developing world - there are some hungry people who can now afford more and better quality food. Add to that the world's energy needs...even if ethanol hasn't turned out to be the saviour once purported, there is no dearth of demand for crops in general. IOW, I don't think I'd be long specific crops, since those may shift....but being long in the fertilizer and equipment space is a big-time growth story for the long haul!
     Reply
  • commenter
    edhaq$
    Apr 25 11:51 AM
    The "No Amount of Bad News Can Bring This Market Down" Trades [view article]
    I am confused!! AND THATS BULLISH! Reply
  • commenter
    RegTrader
    Apr 25 11:49 AM
    Ag Stocks Could Have Steep Pullbacks [view article]
    Exactly! Record earnings and very impressive future guidance goes very much against what you say. Agree there can be some pull backs, but absolutely will not be 'pretty darned steep'. What? are you trying to cause panic in the market for some personal interests?!!
    Watch POT climb to $210 within the next 2 weeks after this short breather. Long would be as speculated by JPMorgan and RBC Capital in the $275 to $300 range.     Reply
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