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Alexander77
36 Comments
The Crash of 2008
The Real Reasons Fertilizer Stocks Are In the Dirt
General Discussion on MOS
Big Troubles for the Euro
The Market Hates Mosaic: Phosphates Not Up to Snuff
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
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?
General Discussion on POT
Potash Corp. Earnings Shouldn't Peak Until at Least 2011
What's in Store for the Fertilizer Industry?
Potash Corp. Earnings Shouldn't Peak Until at Least 2011
On Aug 31 12:12 PM Thought-Abou t-It wrote:
> Well said. DITTO !
> ______________________...
General Discussion on MOS
General Discussion on MOS
Ominous for the Globe but Good News for Oil Bulls
Four Brazilian Profit Plays