Matt KacurMosaic Company (The)MOSRISKYJan 06, 2026

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.

Is good in terms of risk/return. Its downward trend has been slowing. 

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.

He likes this sector now. Fertilizer are key to crop production, given world demand for food. Blockage of the Strait of Hormuz is a concern. He likes it here and is adding partially to this. 

Loves the sector, but very cyclical. A lot of it depends on what India ends up paying for potash many years out. Look at the chart for some perspective. Making a longer-term bottom formation. He's nibbling. Try 1/2 position here, add more on weakness.

Is in a very cyclical sector, fertilizers. The stock is good in risk/return and he's definitely watching it as a trader.

Really likes it, very timely. Broke the bigger multi-year downtrend from 2022. Its peer, NTR, is showing the same pattern. So the whole space is turning positive.

Really likes it here. Quant work is showing attractive value at these levels. Pulled back to some key technical levels. Chart is improving.

Wheat prices are coming down, then fertilizer prices become too much for farmers, and then demand comes down. Commodities in general are coming off highs. Longer term, likes the name, as product increases productivity. Volatile, pay attention if you trade.