Alexander77's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/131511/comments http://seekingalpha.com/article/100874-a-look-at-4-of-george-soros-stocks?source=feed#comment-287880 287880 Wed, 22 Oct 2008 12:29:22 -0400 http://seekingalpha.com/article/99588-the-crash-of-2008?source=feed#comment-280997 280997 Mon, 13 Oct 2008 00:38:59 -0400 http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-275862 275862 Tue, 07 Oct 2008 12:23:07 -0400 http://seekingalpha.com/article/98895-big-troubles-for-the-euro?source=feed#comment-275846 275846 Tue, 07 Oct 2008 12:14:22 -0400 http://seekingalpha.com/article/98263-the-market-hates-mosaic-phosphates-not-up-to-snuff?source=feed#comment-272344 272344

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?]]> Fri, 03 Oct 2008 01:35:22 -0400

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?]]> http://seekingalpha.com/article/97844-monday-options-update-pot-xlf-ncc-sov-gd-aapl-rimm-c-bgg?source=feed#comment-272341 272341

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?
> ]]> Fri, 03 Oct 2008 01:30:42 -0400

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?
> ]]> http://seekingalpha.com/article/93922-potash-corp-update-time-to-buy?source=feed#comment-254129 254129 Sun, 14 Sep 2008 13:00:36 -0400 http://seekingalpha.com/article/92487-potash-corp-earnings-shouldn-t-peak-until-at-least-2011?source=feed#comment-245062 245062 Wed, 03 Sep 2008 23:03:20 -0400 http://seekingalpha.com/article/93718-what-s-in-store-for-the-fertilizer-industry?source=feed#comment-244848 244848 Wed, 03 Sep 2008 16:09:44 -0400 http://seekingalpha.com/article/92487-potash-corp-earnings-shouldn-t-peak-until-at-least-2011?source=feed#comment-243394 243394

On Aug 31 12:12 PM Thought-Abou t-It wrote:

> Well said. DITTO !
> ______________________...]]> Mon, 01 Sep 2008 16:26:16 -0400

On Aug 31 12:12 PM Thought-Abou t-It wrote:

> Well said. DITTO !
> ______________________...]]> http://seekingalpha.com/article/93286-ominous-for-the-globe-but-good-news-for-oil-bulls?source=feed#comment-242364 242364 Sun, 31 Aug 2008 00:43:40 -0400 http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-234066 234066 Tue, 19 Aug 2008 13:20:14 -0400 http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-234062 234062 Tue, 19 Aug 2008 13:17:54 -0400 http://seekingalpha.com/article/91266-mechel-ruling-is-good-news-contrary-to-recent-headlines?source=feed#comment-232490 232490 Sun, 17 Aug 2008 14:14:26 -0400 http://seekingalpha.com/article/90613-market-outlook-it-s-still-all-about-housing?source=feed#comment-229075 229075 Tue, 12 Aug 2008 23:10:15 -0400 http://seekingalpha.com/article/89404-mechel-huge-upside-but-not-for-the-faint-of-heart?source=feed#comment-227587 227587 Mon, 11 Aug 2008 08:29:19 -0400 http://seekingalpha.com/article/89959-world-s-breadbasket-creates-record-earnings-for-the-fertilizers?source=feed#comment-227586 227586 Mon, 11 Aug 2008 08:25:56 -0400 http://seekingalpha.com/article/87227-the-top-5-looming-financial-issues?source=feed#comment-216642 216642 Mon, 28 Jul 2008 13:15:49 -0400 http://seekingalpha.com/article/86184-the-agriculture-boom-goes-bust?source=feed#comment-212341 212341


On Jul 22 10:02 PM Rocknrollleg end193 wrote:

> Look at what you wrote here, Andrew:
>
> "It’s simple economics. Fertilizer prices are not inelastic. High
> prices are reducing total fertilizer use around the world. We could
> see a big impact on reduced consumption when the Q2 numbers come
> out in the next few days."
>
> Wrong. Fertilizer prices ARE relatively inelastic. As long as there's
> a strong demand for food, farmers are gonna try and grow it. In fact,
> the precise reason for the recent spike in fertilizer prices is BECAUSE
> of the ever-increasing world food demand. There's a pretty direct
> correlation between fertilizer prices and food prices, because as
> DeltaXray7 wisely said, "If farmers want good yields per acre then
> they have to fertilze [sic]."]]> Wed, 23 Jul 2008 10:34:18 -0400


On Jul 22 10:02 PM Rocknrollleg end193 wrote:

> Look at what you wrote here, Andrew:
>
> "It’s simple economics. Fertilizer prices are not inelastic. High
> prices are reducing total fertilizer use around the world. We could
> see a big impact on reduced consumption when the Q2 numbers come
> out in the next few days."
>
> Wrong. Fertilizer prices ARE relatively inelastic. As long as there's
> a strong demand for food, farmers are gonna try and grow it. In fact,
> the precise reason for the recent spike in fertilizer prices is BECAUSE
> of the ever-increasing world food demand. There's a pretty direct
> correlation between fertilizer prices and food prices, because as
> DeltaXray7 wisely said, "If farmers want good yields per acre then
> they have to fertilze [sic]."]]> http://seekingalpha.com/article/86184-the-agriculture-boom-goes-bust?source=feed#comment-212338 212338

On Jul 23 08:40 AM andyn wrote:

> Even with all these stock increases, forward P/E for AGU remains
> around 11... and remember they have already pre-announced an increase
> in earnings and the Indian/Chinese contracts are up for re-negotiation.
> This stock might explode to the upside if they guide further higher.
> Already the stock has retraced back from 110 to 95. Buy now and hang
> on atleast until end of the year.]]> Wed, 23 Jul 2008 10:31:01 -0400

On Jul 23 08:40 AM andyn wrote:

> Even with all these stock increases, forward P/E for AGU remains
> around 11... and remember they have already pre-announced an increase
> in earnings and the Indian/Chinese contracts are up for re-negotiation.
> This stock might explode to the upside if they guide further higher.
> Already the stock has retraced back from 110 to 95. Buy now and hang
> on atleast until end of the year.]]> http://seekingalpha.com/article/86442-wall-street-breakfast-must-know-news?source=feed#comment-212325 212325 Wed, 23 Jul 2008 10:25:41 -0400 http://seekingalpha.com/article/86465-things-you-would-never-have-said-eight-days-ago?source=feed#comment-212305 212305 Wed, 23 Jul 2008 10:04:40 -0400 http://seekingalpha.com/article/85671-the-oil-bubble-will-meet-the-same-fate-as-tech-housing?source=feed#comment-211246 211246 Tue, 22 Jul 2008 01:24:37 -0400 http://seekingalpha.com/article/85671-the-oil-bubble-will-meet-the-same-fate-as-tech-housing?source=feed#comment-211244 211244 Tue, 22 Jul 2008 01:24:37 -0400 http://seekingalpha.com/article/85812-ubs-raises-potashcorp-and-agrium-s-price-targets-again?source=feed#comment-210301 210301 Mon, 21 Jul 2008 00:54:33 -0400 http://seekingalpha.com/article/85872-is-the-global-economy-drowning-in-a-sea-of-black-gold?source=feed#comment-210281 210281 Sun, 20 Jul 2008 23:44:46 -0400 http://seekingalpha.com/article/85882-mother-of-all-short-squeezes?source=feed#comment-210234 210234 Sun, 20 Jul 2008 21:50:00 -0400 http://seekingalpha.com/article/85781-notes-on-a-schizophrenic-market-week?source=feed#comment-209585 209585 Sat, 19 Jul 2008 21:54:16 -0400 http://seekingalpha.com/article/84378-canaccord-adams-bullish-on-fertilizer-companies?source=feed#comment-204228 204228

On Jul 10 04:30 PM User 223471 wrote:

> PLEAS REFER TO ANOTHER GEAT Ag STOCK: ICL.TA (some places known as:ichem.TA)]]> Sun, 13 Jul 2008 10:35:08 -0400

On Jul 10 04:30 PM User 223471 wrote:

> PLEAS REFER TO ANOTHER GEAT Ag STOCK: ICL.TA (some places known as:ichem.TA)]]>