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
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
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]."
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.
A Look at 4 of George Soros' Stocks [View article]
The Real Reasons Fertilizer Stocks Are In the Dirt [View article]
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 !
> ______________________...
The Agriculture Boom Goes Bust [View article]
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]."
The Agriculture Boom Goes Bust [View article]
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.
UBS Raises PotashCorp and Agrium's Price Targets - Again [View article]
Canaccord Adams Bullish on Fertilizer Companies [View article]
On Jul 10 04:30 PM User 223471 wrote:
> PLEAS REFER TO ANOTHER GEAT Ag STOCK: ICL.TA (some places known as:ichem.TA)