In the post below, Cramer breaks it all down for us. “These fertilizer stocks are now owned by the biggest momentum funds, and while I believe in the dual ag thesis (worldwide famine and renewable energy that both benefit even at these fertilizer prices if they use the product), I am really uncomfortable with the straight-up nature, today fueled by Goldman's Mosaic (MOS) "Conviction Buy" nod. The pattern of this group is big moves followed by big pullbacks, and while I think the group's direction is up, this is a better day to sell them than to buy them. I think they would be marking time to trading down if Goldman hadn't pushed them, even though I agree that the recent S&P upgrade coupled with the possible initiation of dividends will ultimately make these stocks go higher. At my old hedge fund, I would be trading out of some Monsanto (MON) and Agrium (AGU) and Bunge (BG) with the idea of buying some back. My take is that Deere, which I own for Action Alerts PLUS, will play catch-up, and I think that one should be bought. Look, I understand the Mosaic thesis: This American drought is going to keep driving up grain prices and the higher they go, the more the fertilizer companies have an umbrella to raise price. This is huge; the numbers are too low. I am just concerned that we are not in shape for a breather in the commodity price, and the sense I have is that the spike even in this group may not continue. I spend a lot of time kicking these stocks around, because I like the trend so, so much. But entry points do matter, and I think a better one awaits. So, again, if I owned some, I would trim. If I didn't own enough, I would stay put and get ready to buy more, because the secular trend is awesome as long as either the oil or the ag commodity prices increase. And right now, both are working.”

From a recent Mad Money show: "That stock has been under pressure, but I want you to pull the trigger. That is a great core stock in a diversified portfolio."

From a recent Mad Money show: "I have owned this stock, but I scaled out of some today. It's an up stock, but I want it to dip before I buy more. It's a good long-term play, though."

From a recent Mad Money show: "I have struggled with this one. I recommended it and I hurt people. I'm not getting back on the horse with this one."

From a recent Mad Money show: "This one shouldn't be this low. I think it should be bought, I think it's come down too much. I like Caterpillar (CAT) more but Terex is a buy."

From a recent Mad Money show: "Tax software is OK, but I'm going to tell you to ring the register. It's good, but it's just too high."

From a recent Mad Money show: "Annaly is an interesting situation. I was a buyer at one time, but not any more."

From a recent Mad Money show: "I like the stock very much, but was shocked by the insider selling there. I was a little chilled by that. I want to talk to their CEO before I recommend it."