DAD08

RBC Analysts Expect Potash Corp. Stock to Double

Well- I guess we'll see what the market thinks. I happen to agree with RBC, however at this point- it does not matter what I think or anyone else, the only thing that counts is the market perception.
Good Trading to All.

Time For Wall Street to Get Back on the POT

Title of this article says it all.
Well said.

RBC Defends Potash Corp.'s Valuation: $200 POT?

Future expansion projects are not at all priced into the stock.
Stock is trading at the very low end of it's historical valuation.
Great entry point.

Potash Corp. Posts Record Q2 Earnings

Cannot go wrong buying either AGU, POT, MOS, CF, or SQM on this steep pullback. One has to wonder if the possibility of a strike by mining workers at POT is already being priced into the current share price.....any positive new on the strike could be a potential catalyst for higher share prices.

Potash Corp. Earns $2.82, a 220% Increase

Great Post with facts to corroborate statements. This pullback represents an UNBELIEVABLE opportunity for those who want to make money on the long side. For those who think this group and POT are too expensive -- buy banks!! but BEWARE-- the fertilzer stocks trade at arguably the lowest forward PE's in the entire market!!
The Stocks to own- POT, MOS, AGU, CF, SQM
Get LONG.

Agriculture: Are There Still Bulls in the Supermarket?

I do not agree with the fertilizer companies (AGU, POT, MOS, CF, SQM) being associated with commodities. This group should have nothing to do with how commodities trade- however it seems the market still groups the fertilizer companies with the commodity groups. What we are dealing with here is simple- SUPPLY and DEMAND.
I also must say- the group has NOT traded with a "nearly uninterrupted climb"-- There have been quite a few steep/sharp pullbacks which shake out short term players. It is important to note that each and every one of these pullbacks has been a tremendous opportunity to initiate a position or add to an existing postion- this is no different. Use this pullback to create a postion or add to an existing postion. MOS and CF report next week followed by AGU- I would bet we see a rotation back to what has worked in this market and an exit of the bear market bounce in financials.
Best of luck to all.
Disclosure- Long CF, SQM, AGU calls