cyerman

Time For Wall Street to Get Back on the POT

If Billy Doyle were such a hot POT manager why doesn't he sweeten the POT by putting some of this mega growth loot back in the POT - the POT called shareholder dividends?

The current minuscule dividend in light of all all this prosperity does not provide a dividend protection backstop if the stock were to go south in a serious way or a reason to buy POT based on growing substantial dividends. And it places the entire investment rationale on POT's capital appreciation based on EPS^ and similar POT financial measures. Come on Doyle, broaden the stocks appeal and loosen up on the purse strings. Failure to do so just opens the stock up to more speculation, manipulation and sector rotation because there is no dividend protected bottom no matter how, er, juicy the earnings may prove out. (Yes, yes I have heard about the financials and their fancy and funny money dividends not protecting their stocks from the actions of their fantastically talented and poorly regulated managers. Hopefully there are no CDO equilavents on the horizon for fertilizer. One big pile of it courtesy the banks, hedge funds and private capital folks is quite enough, thank you.)

Hey, Mr. POT CEO: Begin a 30 year record of increased dividends to your owners beginning 4Q08 starting from some substantial perspective - say 3% or better.

UBS Raises PotashCorp and Agrium's Price Targets - Again

CRP is modified by Congress and the DOA may permit the inclusion of millions of acres currently reserved to support wildlife and environmental objectives. My question: is this change important enough to at first increase the demand for potash as more acres come under under cultivation but then with big time increaes in production would it potentially drive down commodity prices. Variables like Argentina, Australia China and the weather holding within historical norms. Might that big increase in production then drive down the demand for potash and other fertilizer products as commodity prices drop? Or is it just too problematic to rely on any changes in CRP to affect the demand side for potash and other fertilizers?

US Economy Still Has a Ways to Go

You (MF) say, "I would not say that the state of the US economy is in jeopardy, but it does look to have some problems." Just what circumstances would you list that would indicate that the US economy is in jeapordy (when and if)?