"I should've gotten out when they cut the dividend. I stuck with it too long. But I still think it's the best way to play fertilizer and I still like it. " "Mad Money Lightning Round," 6-16-09

good agriculture play and yield

"Mosaic is not my favorite, I like yield. I'd stick with Terra Nitrogen (TNH), they're the better play." ("Mad Money Lightning Round," 4-24-09)

divaden

From a recent Mad Money show:"I think TNH is solid, much more than the others. I think you should stick with it."

spring planting

dividen and stability

Only Terra Nitrogen [TNH], and its 9.5% dividend yield, is worth buying. Terra Nitrogen is “a better stock,” Cramer said.

Let me throw in Terra Nitrogen (TNH), Agrium (AGU) and Mosaic (MOS) -- despite the Archer Daniels (ADM) shortfall.

dividend

CHINA PLAY

unpredicable

growth/dividend

fertilizer is not gold

iI had made mad money on TRA and this stock has a good dividend

They earn only 4.45 per share and yet they pay a dividend of $6.28 per share. They are borrowing money just to make their yield more attractive so investors will drive the stock price higher. I think that's bad business practice.

I also think it's unnecessary. If they want to pass all the earnings through to the shareholders, fine, GREAT, then just pay a dividend of $4.45 or close to it. I understand that the company's fundamentals are strong and that their earning may in fact continue to grow. Well then raise the dividend at that point, not before.

Fact is, the stock used to be relatively high yielding with a dividend yield of 9.5% when the stock was at $65 (as recently as April 2007 btw!), but with the exaggerated run-up since April to a whopping $131.56, the dividend yield is only 4.77%. There are 14 stocks in the S&P 500 index that pay a higher yield than that.

Stocks such as: Windstream (WIN) 6.67%, Washington Mutual (WM) 5.16%, Consolidated Edison (ED) 5.14%, and US Bancorp (USB) 4.78% that have a much longer track record than Terra Nitrogen, are less volatile, and won't collapse in share price when the momentum investors jump off the fertilizer bandwagon (TNH is up 500% during the past 52 weeks).

You wanna know what I think about E85? I think it's a sham. It's supposed to alleviated fuel prices, but it's driving up food prices. That's regressive if you ask me. Leave the ethanol for drinking and our farmland from growing FOOD thank you very much.

My uncle thinks it would be a good idea to short corn and go long soybeans.