peachberry_tea

The Real Reasons Fertilizer Stocks Are In the Dirt

you've written an informative piece and my hat's off to you for that

i don't think much has been said here that hasn't already. yes the earnings estimate were aggressive on these firms, and yes these firms were undervalued. but this was all true even before the 25% plunge yesterday.. the market is nuts, period

at this valuation it's about time to buy in.. you could wait for another coupla analysts to revise estimates downward but that's really just timing a bottom, and no one can do that perfectly

short term you'll have to stomach volatility but this should be a fine play long term

disclosure: long POT

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

i think we can all agree that the fundamentals for POT is good
the question then becomes do we like its valuation? any thoughts on that?