Comments for MOS - Stockpickr! Your Source for Stock Ideas

Comments for MOS

Added By	Comments	Type	Date Added
barrons3	Tim Seymour agrees with Terranova's thesis, but also points to the agricultural names which he sees as lagging the rally in commodities, such as Potash (POT) and Mosaic (MOS). Grain prices have rallied recently, and fertilizer prices will soon follow, he reasons.	Love	November 11, 2009
barrons3	Neutral -- Price 48.82 on Oct. 6 by Sterne Agee We suggest investors remain on the sidelines, as we watch potash prices continue to trend lower. Takeover speculation has provided support for the stocks, making it more challenging to find an entry point. We remain concerned that global demand ... will remain depressed, given weak balance sheets (in some cases income statements, too) of farmers outside of the Americas. Mosaic reported [fiscal] 1Q EPS of 23 cents, below our estimate of 30 cents and First Call consensus of 35 cents. Included in reported results was a net benefit of 3 cents in gains on derivatives and [foreign exchange], resulting in operating earnings of closer to 20 cents. The year-ago comparison was $2.65, and the prior-quarter comparison was 12 cents. Market cap: $20.5 billion.	Love	October 10, 2009
thopau	POT's competator, I own them both got to have fertilizer.	Love	September 17, 2009
Paketash	Excelent long term prospects, agro play	Love	September 04, 2009
barrons3	I think Mosaic (MOS) and Potash (POT) are targets. And at current price points, I think they both look good. - Tim Seymour	Love	September 02, 2009
barrons3	Pete Najarian says, “Mosaic (MOS) – keep an eye on her” due to recent options action.	Love	September 02, 2009
natan	always will be needed	Love	July 20, 2009
401K playground	Good long term investment half the price of POT	Love	June 16, 2009
israel	fundmental	Love	June 06, 2009
robert shuman	everybody has to eat	Love	May 03, 2009
Stockpickr Staff	"Mosaic is not my favorite, I like yield. I'd stick with Terra Nitrogen (TNH), they're the better play." (<a href="http://www.thestreet.com/story/10491721/1/mad-money-lightning-round-buy-general-dynamics.html" target="_blank">"Mad Money Lightning Round," 4-24-09</a>)	Love	April 27, 2009
ole333	Continue world-wide need for more food. MOS provides the fertilizer	Love	April 16, 2009
barrons3	However, he is bearish on fertilizer stocks and says "if Mosaic (MOS) or Potash (POT) rallies I'd be a seller of the rally."	Love	April 08, 2009
sarah z	From a recent Mad Money show:"No, no, no. Listen, we have Terra Nitrogen going higher. That's the one you want to play with."	Love	March 13, 2009
barrons3	You need two leaders here -- tech and banks -- and you cannot have the leaders be just commodity plays, because we know how that works out. A market led by Mosaic (MOS), Agrium (AGU), Freeport (FCX) and Conoco (COP) is a market that ultimately gives up its gains, but a market led by Bank of America (BAC), Morgan Stanley (MS), Google (GOOG), Apple (AAPL) and Qualcomm (QCOM) has something worth following.	Love	March 12, 2009
Buzz	Ag fertilizer...very well run. Record results.	Love	February 21, 2009
Laurence Mailaender	Strong profit growth!!	Love	February 09, 2009
sarah z	It's another celebration of China day. There's a huge drought in China and food needs to be imported rapidly, which is causing grain prices worldwide to fly and leads to a rally in Mosaic (MOS), Agrium (AGU) and Monsanto (MON). (By the way. great comments from Bob Marcin in Columnist Conversation about Chinese New Year spending.) We have numerous reports of the Chinese ordering iron ore, copper, nickel and of course steel. Is even aluminum -- Alcoa (AA) -- good for a trade? When you see U.S. Steel (X) up huge after a gigantic hit job by Goldman Sachs (GS), you've got real strength. Same with Freeport McMoRan (FCX), which has now almost doubled from the bottom. You can always judge a stock by how it reacts to a downgrade -- U.S. Steel is on fire and Freeport has been downgraded repeatedly. Oil's bottom, also China-oriented, is percolating throughout the system and producing breakouts all over the place -- huge moves in Schlumberger (SLB) since the bottom, as well as Baker Hughes (BHI) and Transocean (RIG). It is incredible how strong this market is and I have to believe that the technicians have given this one such a blessing that, short term, there's more ahead. That then translates to hedge-fund faves like Jacobs Engineering (JEC) and Foster-Wheeler (FWLT). With hedge funds no longer selling assets, this move has legs. It is true that the Baltic Dry Freight Index, while doubling from the bottom, is big, but the 85% decline from the top is bigger. And China, while up big, was down gigantically last year. Still, it is a remarkable move. I want to distinguish it from two other moves: the hope move in the financials based on Geithner love; and the tech move based on Amazon (AMZN), Google (GOOG), Apple (AAPL) and Research In Motion (RIMM) -- those stocks got oversold and the hedge funds and tech mutual funds are all over them.	Love	February 09, 2009
barrons3	Let me throw in Terra Nitrogen (TNH), Agrium (AGU) and Mosaic (MOS) -- despite the Archer Daniels (ADM) shortfall.	Love	February 05, 2009
sarah z	From a recent Mad Money show:"Swap out of Mosaic for Terra Nitrogen (TNH) because it has the best dividend."	Love	January 27, 2009
jtsa1	own it	Love	January 17, 2009
RhinoStocks	The company recently announced great earnings driven by price increases in potash and phosphate. Right now, this stock has formed a bowl – a channel that’s arched – and looks to be trending upward. Despite the trend, Fitzpatrick recommended waiting for a pullback before taking a position – after all, a few consecutive days up means that the stock price is due for a rest soon.	Love	January 13, 2009
Versant100	low P/E, still making money, people gotta eat	Love	January 12, 2009
kwkopperston	One of the best fertilizer plays	Love	January 08, 2009
rickatbiz	world need	Love	January 05, 2009
ndflamer	Food prices will continue to rise.	Love	January 01, 2009
barrons3	In the agriculture sector, Cramer said names like Deere & Co. (DE), another company which he owns for his charitable trust Action Alerts PLUS, Potash (POT) and Mosaic (MOS) should do well, given Obama's favorable stance on ethanol.	Love	December 18, 2008
barrons3	Last night we got Potash (POT) and Agrium (AGU) fertilizer cutting back production, and the reaction? People think that fertilizer will now increase in price, so they are buying Agrium, Potash and Mosaic (MOS). Look, if you believe in that thesis, buy Terra Nitrogen (TNH) and get the dividend.	Love	December 11, 2008
mathe	people have to eat	Love	November 09, 2008
barrons3	He also likes Agrium(AGU) and Mosaic(MOS), because we will have to put stuff in the ground to grow renewable energy.	Love	November 05, 2008