Maluman

Potash Corp. Earnings Shouldn't Peak Until at Least 2011

errr...did you just claim that RIO, SQM, RTP, and BHP are potash producers???????
The only potash producers listed are POT, IPI, and MOS

A-Power: Silly Me, I Still Like Wind Power

article sounds like it's been written by a child...very superficial

Quanta Services: Piggybacking on the Alternative Energy Boom

wow why in the world would the author short PBR...one of the fastest growing stocks out there??

Coal is the Next Fertilizer

I am heavily invested in RIO, which is a strong steel play since it mines iron ore. Would this make it a bad idea to invest in coal since metallurgical coal is used in steel too? Or should I pick speicifically the non-metallurgical coal plays? Or should I just stay away altogether.

The Short Case on Home Inns & Hotels Management

good point about the overhye of olypics- that with 90% current occupancy levels, 100% during olympics doesn't mean a ton of upside. This stock has been the most irritating for me. Can't handle these major up-down fluctuations. Going to sell and wait for stability and solid direction before getting back in.

As With Fertilizer Commodities, POT Bubbles

The author only gives one side of the story. If he were to give the other side, he would disprove himself.

Other side: an ever increasing population in foreign markets that demand more agricultural and meat products. The 'penetration rate' is still low. ie. there is a lot more potential ahead for POT as the population of ppl with disposable income abroad rises everyday.

Secondly, POT is going to hit $1000/tn...it's just a matter of time.

Thirdly, unlike tech or housing, the potash sector is controlled by a small handful of global players. These companies are going to work to keep prices high since they hold a monopoly over potash reserves.

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

people throw around the word 'bubble' like they know exactly what it means, but in reality they have no idea. A bubble occurs when supply exceeds demand. ie. when so many people pump so much money into a company, but the demand for that company cannot match how much it is willing to supply.
Potash prices are supposed to go to $1000/tn, showing that China and India are willing to pay higher amounts for their yearly contracts because there is an increasing demand for potash.
Furthermore, with the developing world set to consume an ever increasing amount of food, and with potash supplies carefully controled by the few companies in the world that produce it, the future does definitely look bright. I think the 'hype' around potash is justified to a great extent.

The Global Agricultural Boom: No Bubbles Here

Excellent article. Thank you for enlightening/reminding us of the mechanics behind a bubble. These days the word 'bubble' gets thrown around non-stop and no one really realizes what constitutes a bubble. It is simply presumed that if a stock has had a stellar season, it has reached a bubble.
I like agriculture stocks because as you stated, there are positives from both the supply AND demand side- something not always easy to find in a sector.