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George Kuan

George Kuan
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  • Mosaic: 50 Percent Undervalued After A 25% Sell-Off [View article]
    Mosaic MOS performance for the past 3 months doesn't seem to be an isolated event (among peers). Potash POT experienced a similar percentage drop during that time period and it does not have that oft-cited Cargill dilution issue nor the same litigation. Agrium AGU tracked with MOS and POT though it didn't do quite as poorly. In contrast, Deere (DE) and Monsanto (MON) did bottom in early October with the rest of the market so it isn't an Ag sector wide issue. So, maybe it is something fertilizer related. In terms of the long-term secular demand story for Ag, I am in agreement, bar any worldwide cataclysm.
    Dec 2, 2011. 08:02 PM | Likes Like |Link to Comment
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