The Real Reasons Fertilizer Stocks Are In the Dirt [View article]
I think the reasons are valid but however it was only a matter before the stars in AG would fall too, even gold stocks have declined. The crisis in the markets spread to AG unfortunately
Good thoughts and valid points but Europe does not have the mountain of debt we have here so they can manage their finance with more freedom that us at least for the moment!
The Market Hates Mosaic: Phosphates Not Up to Snuff [View article]
I think MOS is still strong company, investors are just dumping everything
On Oct 02 11:06 PM Earnest wrote:
> I shared your frustration. It's hard to stomach that fundmental doesn't > count anymore. It's more like an cat-mice game by the analysts. I > wonder why Merrill downgraded the sector but did not lower the "price > target"? Even S&P has $165 for CF, which was down a good 35% with > MOS. > > In looking at MOS's earning estimates in the past few quarters, only > 4 analysts gave estimate and with a difference of 0.20. How's that > an earning estimate statistical signaficance? Ironically, one of > the 4 actually raised estimate last month! So, are our analysts only > look at rear mirror?
I feel like I am holland buying tullips that are worth nothing, I keep the faith in these stocks because the fundmentals are there but the invisible hand is going against every single asset class
On Oct 02 09:08 PM einstein p fleet wrote:
> Well, so far everyone ---- including me --- has POT and MOS wrong. > > > Personally, I think the credit crunch has a lot to do with it and > I worry that we will see ramifications in the form of food shortages > next year. People may have to tighten their belts a bit more than > expected. > > I've seen several comparisons to the dot com bubble which I find > difficult to understand. POT and MOS trade at low PE ratios, especially > going forward, throw off a ton of cash, and have a viable business > model. A lot of other basic material and infrastructure stocks seem > to be in the same position. How would you compare that to JDSU or > the other dot com busts that traded at insane multiples and did little > or no business to speak of? MOS may have missed earnings, but they > still made over 1.3B, trade and trade at less than 3X estimated 2009 > earnings. What am I missing here? >
Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [View article]
I think the place for you is Russia !! We are in the USA my friend we can say whatever we want!!, go take your anger somewhere else my friend. You probably got dumped !! but get a bottle a celebrate it happens to all of us buddy
Ominous for the Globe but Good News for Oil Bulls [View article]
Very good points, however the truth of the matter is that the price is stay up because what some forget is that oil is a FINITE resource and we will run out of it.
Petrobras: Buy and Sit Tight Like Soros [View article]
When one takes about a company, especially international ones good homework needs to be done first, Petrobras is a well managed company and un until now Lula has not shown any signs of changingn the market mentality of Brazil. Verify your facts!
Market Outlook: It's Still All About Housing [View article]
Interesting observations, all I can say is that this market is not for the faint hearted! I think hunkering down for next few months is in place still bullish but cautious.
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Latest | Highest ratedA Look at 4 of George Soros' Stocks [View article]
The Crash of 2008 [View article]
The Real Reasons Fertilizer Stocks Are In the Dirt [View article]
Big Troubles for the Euro [View article]
The Market Hates Mosaic: Phosphates Not Up to Snuff [View article]
On Oct 02 11:06 PM Earnest wrote:
> I shared your frustration. It's hard to stomach that fundmental doesn't
> count anymore. It's more like an cat-mice game by the analysts. I
> wonder why Merrill downgraded the sector but did not lower the "price
> target"? Even S&P has $165 for CF, which was down a good 35% with
> MOS.
>
> In looking at MOS's earning estimates in the past few quarters, only
> 4 analysts gave estimate and with a difference of 0.20. How's that
> an earning estimate statistical signaficance? Ironically, one of
> the 4 actually raised estimate last month! So, are our analysts only
> look at rear mirror?
Monday Options Update: POT, XLF, NCC, SOV, GD, AAPL, RIMM, C, BGG [View article]
On Oct 02 09:08 PM einstein p fleet wrote:
> Well, so far everyone ---- including me --- has POT and MOS wrong.
>
>
> Personally, I think the credit crunch has a lot to do with it and
> I worry that we will see ramifications in the form of food shortages
> next year. People may have to tighten their belts a bit more than
> expected.
>
> I've seen several comparisons to the dot com bubble which I find
> difficult to understand. POT and MOS trade at low PE ratios, especially
> going forward, throw off a ton of cash, and have a viable business
> model. A lot of other basic material and infrastructure stocks seem
> to be in the same position. How would you compare that to JDSU or
> the other dot com busts that traded at insane multiples and did little
> or no business to speak of? MOS may have missed earnings, but they
> still made over 1.3B, trade and trade at less than 3X estimated 2009
> earnings. What am I missing here?
>
Potash Corp. Update: Time To Buy? [View article]
Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [View article]
What's in Store for the Fertilizer Industry? [View article]
Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [View article]
On Aug 31 12:12 PM Thought-Abou t-It wrote:
> Well said. DITTO !
> ______________________...
Ominous for the Globe but Good News for Oil Bulls [View article]
Petrobras: Buy and Sit Tight Like Soros [View article]
Petrobras: Buy and Sit Tight Like Soros [View article]
Mechel Ruling is Good News, Contrary to Recent Headlines [View article]
Market Outlook: It's Still All About Housing [View article]