jonreagan

Mosaic, CF Industries: Fertilizer Stocks in a Bull Trend

User 175171--very good question. TNH historically seems to fluctuate like crazy....but it's been stuck in a range around between 120-128 for a while now. This stock has always made me nervous, in that earnings info and other stats are hard to come by. Beyond that, I'm mostly an options trader, and they aren't available on TNH, so it's a moot point for me.
TRA is interesting, though I've never traded it. Seems to get mostly good coverage in IBD, and recent moves, like most of the sector, have been positive. But I've mostly stuck to AGU-MOS-POT, which seem to be more solid companies.

Mosaic, CF Industries: Fertilizer Stocks in a Bull Trend

I don't know....on Friday, as the rest of the market got boot-stomped, MON, AGU, POT, and CF all actually went higher; MOS got hurt a little bit, but was still better than the rest of the market.

That's a fairly significant sign of strength; at the same time, news of food riots in other parts of the world is becoming commonplace. I knew a guy last year, who kept trying to short Monsanto, all the way from 70 to 125.....he usually had tears in his eyes when I saw him.