Seeking Alpha

Alexander77 » Comments » MOS

  • 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
    Oct 07 12:23 pm |Rating: 0 0 |Link to Comment
  • 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?
    Oct 03 01:35 am |Rating: 0 0 |Link to Comment
  • Potash Corp. Update: Time To Buy? [View article]
    The slide in crop prices should a temporary event, pot is still a very solid investment
    Sep 14 13:00 pm |Rating: 0 0 |Link to Comment
  • Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [View article]
    The mutual fund close helped, bring commodities down. Very few people can bring POT down forty percent down, that is bull!
    Sep 03 23:03 pm |Rating: 0 0 |Link to Comment
  • What's in Store for the Fertilizer Industry? [View article]
    Great article, u got it right!
    Sep 03 16:09 pm |Rating: 0 0 |Link to Comment
  • 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


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

    > Well said. DITTO !
    > ______________________...
    Sep 01 16:26 pm |Rating: 0 0 |Link to Comment
  • World's Breadbasket Creates Record Earnings for the Fertilizers [View article]
    Delta it matters because as more fertilizer is needed companies such as MOS will see their profits climb and as the price of corn and /or other commodities then there is more econmic profit to be made by farmers in these sectors. Bottomline these companies have stelar prospects for the next two years
    Aug 11 08:25 am |Rating: 0 0 |Link to Comment
  • The Agriculture Boom Goes Bust [View article]
    100% percent right, I think stocks with inelastic demand in what we need in these kind of markets



    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]."
    Jul 23 10:34 am |Rating: 0 0 |Link to Comment
  • The Agriculture Boom Goes Bust [View article]
    I bought AGU I think it is a steal with its excellent earnings and prospects. The market has not fully valued this stock


    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.
    Jul 23 10:31 am |Rating: 0 0 |Link to Comment
  • Canaccord Adams Bullish on Fertilizer Companies [View article]
    Agriculture is the way to go,last few weeks are proof of that!!


    On Jul 10 04:30 PM User 223471 wrote:

    > PLEAS REFER TO ANOTHER GEAT Ag STOCK: ICL.TA (some places known as:ichem.TA)
    Jul 13 10:35 am |Rating: 0 0 |Link to Comment
More on MOS by Alexander77
Comments by Ticker
Alexander77's
Comments Stats
36 comments
Rating: 0 (0 - 0 )