Opinions Ross Healy
Mosaic Company (The)MOSDON'T BUYSep 25, 2013
$44.57
Stock price when the opinion was issued
$21.18
As of Jul 06, 2026. Market Open.
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Lots of stress in recent months for these names due to supply constraints on fertilizer components from Strait of Hormuz. Recent move down makes it more attractive. Loves the "feed the world" trade.
Very important, but very cyclical. Look at a 10-year chart and see multi-years of up, and then multi-years of down. The sector is not a buy-and-hold for a long time. Cheap now, he likes it.
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TOP PICK
Its base is around $24. He's not buying it because it's a quality name, but because it will play catch-up to its peers in fertilizer.
(Analysts’ price target is $28.67)
Keith RichardsOwned
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PARTIAL BUY
PAST TOP PICK
TOP PICK
High quality business that will benefit from economic recovery.
Price of commodity stabilizing.
As China opens up, price of fertilizer will rise.
Trading at low valuation that is good for long term investors.
Small dividend yield that has room to grow.
Excellent management team.
Lots of free cash flow.
Jason MannOwned
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Premium contentPAST TOP PICK
(A Top Pick Jun 07/22, Down 7.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MOS triggered its stop at $52. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 19%, when combined with previous buy recommendations.
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly With agriculture taking centre stage during the Ukraine crisis, second only to energy, we again reiterate MOS as a TOP PICK. The company is the largest producer of potash and phosphate fertilizer in the US -- desperately needed to boost farmer yields during the global food shortage. It trades at 8x earnings compared to peers at 11x and and supports a healthy 23% ROE. It continues to build cash reserves will retiring debt. We recommend trailing down the stop slightly (from $55) to $52, looking to achieve $75 -- upside potential over 30%. Yield 1.01% (Analysts’ price target is $75.15)
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TOP PICK
Likes the ag space. Higher beta name. One of the largest producers of phosphate and potash. Ukraine conflict is creating supply shocks that are helping names like this. Management expects markets to remain tight beyond 2022. Longer term, reduction in arable land pushes demand for product. Yield is 0.66%. (Analysts’ price target is $75.22)
Stan WongOwned
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On top of everything else, China entered the fertilizer fray by taking 13% of a Russian potash producer. China is not looking to maximize its return on investments, but to maximize its return on cheap fertilizer. This would suggest that prices are still likely to work lower. He also sees downside risks for both Potash (POT-T) and Agrium (AGU-T).