zenstar666

Sectors Benefiting from BRICs' Growth

You stated the "capital appreciation" for POTand MOS does not look attractive. Except for the financial crisis which unjustifiably brought their share prices down along with the entire commodity sector, their fundamentals, along with those of AGU and IPI, going forward appear to be decoupled from their share prices and tell a much different story. Am I missing something???

The Real Reasons Fertilizer Stocks Are In the Dirt

Interesting analysis. Totally pessimistic, although ending on a slightly optimistic note. Perhaps the most important reason for the current selloff is the financial crisis, which reason was missing from your analysis. Those reasons you listed as the cause of the decline would not hold water in the absence of this crisis. Can you imagine saying what you are saying now back in June of this year?