Mosaic Company (The)

MOS-N

NYSE:MOS

19.19
0.72 (3.90%)
The Mosaic Company is a Fortune 500 company based in Plymouth, Minnesota, a Minneapolis suburb. Mosaic mines two key crop nutrients—phosphate and potash—and produces specialty products MicroEssentials, K-Mag and Pegasus.
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Analysis and Opinions about MOS-N

Signal
Opinion
Expert
BUY
BUY
July 5, 2019
It just made a higher low since end-May. Fertilizer seasonality is coming up. Put this on your radar for a trade or long term. Seasonally, it declines in the first part of a year, then bounces back in the summer into fall.
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It just made a higher low since end-May. Fertilizer seasonality is coming up. Put this on your radar for a trade or long term. Seasonally, it declines in the first part of a year, then bounces back in the summer into fall.
DON'T BUY
DON'T BUY
November 12, 2018
We are late stage in the market. He suggests MOO-N because it is a larger basket and you diversify your risks. This is not the time to go for yield.
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We are late stage in the market. He suggests MOO-N because it is a larger basket and you diversify your risks. This is not the time to go for yield.
COMMENT
COMMENT
November 28, 2017

It’s often dangerous to buy commodity stocks when they look cheap, because that often occurs when earnings have reached a peak. This competes with Potash (POT-T), a better managed company with a better group of assets and a stronger balance sheet. To buy any of these companies, you have to be a big believer that potash and fertilizer prices are going to rise.

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It’s often dangerous to buy commodity stocks when they look cheap, because that often occurs when earnings have reached a peak. This competes with Potash (POT-T), a better managed company with a better group of assets and a stronger balance sheet. To buy any of these companies, you have to be a big believer that potash and fertilizer prices are going to rise.

COMMENT
COMMENT
April 16, 2014

Has about $3 billion of corporate buybacks that will be taking place this year.

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Has about $3 billion of corporate buybacks that will be taking place this year.

COMMENT
COMMENT
February 3, 2014

Seems to be trying to form a base at this level, but it is range bound. It is pretty neutral on a technical basis. He doesn’t have an opinion.

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Seems to be trying to form a base at this level, but it is range bound. It is pretty neutral on a technical basis. He doesn’t have an opinion.

HOLD
HOLD
October 9, 2013

(Market Call Minute) Potash prices and demand have fallen off. Owns POT-T. Holds because everybody has to eat.

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(Market Call Minute) Potash prices and demand have fallen off. Owns POT-T. Holds because everybody has to eat.

DON'T BUY
DON'T BUY
September 27, 2013

She is not in this sector. Who knows how that is going to happen now to the whole issue of Potash (POT-T),. Potash prices are declining. Corn prices have gone down, which is not necessarily good for fertilizer companies. She would stay away from all fertilizer companies until we know what happens in potash.

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Mosaic Company (The) (MOS-N)
September 27, 2013

She is not in this sector. Who knows how that is going to happen now to the whole issue of Potash (POT-T),. Potash prices are declining. Corn prices have gone down, which is not necessarily good for fertilizer companies. She would stay away from all fertilizer companies until we know what happens in potash.

DON'T BUY
DON'T BUY
September 25, 2013

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).

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Mosaic Company (The) (MOS-N)
September 25, 2013

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).

BUY
BUY
August 6, 2013

BHP Billiton (BHP-N) wants to get into potash so there is always a potential of a possible takeover. If you own, be patient and wait for this nonsense in Russia to cool off. (See Top Picks.)

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BHP Billiton (BHP-N) wants to get into potash so there is always a potential of a possible takeover. If you own, be patient and wait for this nonsense in Russia to cool off. (See Top Picks.)

TOP PICK
TOP PICK
May 10, 2013

Different than POT and AGU. This one is a special situation. It has phosphate which is his favourite nutrient. 12 times earnings. $2.5 billion on the balance sheet. Thinks they will buy back stock with the extra cash.

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Different than POT and AGU. This one is a special situation. It has phosphate which is his favourite nutrient. 12 times earnings. $2.5 billion on the balance sheet. Thinks they will buy back stock with the extra cash.

HOLD
HOLD
May 8, 2013

You may want to stay with this one. There are brighter days ahead. Review in a year.

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You may want to stay with this one. There are brighter days ahead. Review in a year.

WAIT
WAIT
May 2, 2013

Nothing wrong with it. He is looking at it right now. There is a big chunk owned by Cargil and he is waiting to see what happens with that. Likes MOS. It is well positioned.

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Nothing wrong with it. He is looking at it right now. There is a big chunk owned by Cargil and he is waiting to see what happens with that. Likes MOS. It is well positioned.

COMMENT
COMMENT
September 28, 2012

There is a very good chance this could be a takeout candidate for BHP Billiton (BHP-N) who wants to get into this sector.

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Mosaic Company (The) (MOS-N)
September 28, 2012

There is a very good chance this could be a takeout candidate for BHP Billiton (BHP-N) who wants to get into this sector.

DON'T BUY
DON'T BUY
September 6, 2012

(Market Call Minute.) Has been a standout performer compared to Potash (POT-T) because sentiment has shifted to phosphate. Looks toppy at these levels because of the run-up in the last little while.

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(Market Call Minute.) Has been a standout performer compared to Potash (POT-T) because sentiment has shifted to phosphate. Looks toppy at these levels because of the run-up in the last little while.

COMMENT
COMMENT
August 7, 2012

Thinks the entire fertilizer business has been oversold. Thinks there will be a shortfall in grain supplies globally as a result of the drought in the US. Expecting a big demand for fertilizers going forward. He prefers Potash (POT-T).

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Thinks the entire fertilizer business has been oversold. Thinks there will be a shortfall in grain supplies globally as a result of the drought in the US. Expecting a big demand for fertilizers going forward. He prefers Potash (POT-T).

BUY
BUY
June 27, 2012
Fertilizers have struggled a little bit. There have been very strong movements in corn prices recently. Phosphate has lagged. Potash (POT-T) has a big mine coming on in Saudi Arabia this year. Feels the fundamentals on this company are supportive.
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Fertilizers have struggled a little bit. There have been very strong movements in corn prices recently. Phosphate has lagged. Potash (POT-T) has a big mine coming on in Saudi Arabia this year. Feels the fundamentals on this company are supportive.
COMMENT
COMMENT
June 20, 2012
Commodity prices have sold off a little bit but demand continues to escalate as the rest of the world gets wealthier and enjoys better diets. Prefers Agrium (AGU-T).
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Commodity prices have sold off a little bit but demand continues to escalate as the rest of the world gets wealthier and enjoys better diets. Prefers Agrium (AGU-T).
Don Lato

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Price
$51.970
Owned
Unknown
DON'T BUY
DON'T BUY
May 18, 2012
This stock has been fairly range bound and is trying to find support at around $46-$46.50. He would only buy something if it could prove it would find that support. He would like to see confirmation that it could swing up first.
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This stock has been fairly range bound and is trying to find support at around $46-$46.50. He would only buy something if it could prove it would find that support. He would like to see confirmation that it could swing up first.
PAST TOP PICK
PAST TOP PICK
January 26, 2012
(A Top Pick Jan 13/11. Down 30.7%.) Stopped out at $56. Still continues to like the agricultural space longer-term.
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(A Top Pick Jan 13/11. Down 30.7%.) Stopped out at $56. Still continues to like the agricultural space longer-term.
COMMENT
COMMENT
January 5, 2012
Seasonally, as you get through January you get into a better seasonal period. He'll watch to see if the seasonal trade starts to develop
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Seasonally, as you get through January you get into a better seasonal period. He'll watch to see if the seasonal trade starts to develop
COMMENT
COMMENT
November 24, 2011
Got stopped out of this when it moved below the 200 day moving average. Long-term it will do very well. Earnings have been moving up.
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Got stopped out of this when it moved below the 200 day moving average. Long-term it will do very well. Earnings have been moving up.
DON'T BUY
DON'T BUY
September 7, 2011
Trading at 15-18 times earnings and longer-term he has a concern of both supply coming on stream. Investors became enamored with all these stocks when there were supply disruptions when Potash (POT-T) became very expensive.
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Trading at 15-18 times earnings and longer-term he has a concern of both supply coming on stream. Investors became enamored with all these stocks when there were supply disruptions when Potash (POT-T) became very expensive.
HOLD
HOLD
August 22, 2011
Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here.
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Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here.
COMMENT
COMMENT
July 20, 2011
This stock looks great right now. Very strong support at around $66-$67. Trading sideways and is not overextended. He is currently writing on this one. Has great option premiums.
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This stock looks great right now. Very strong support at around $66-$67. Trading sideways and is not overextended. He is currently writing on this one. Has great option premiums.
BUY
BUY
June 30, 2011
Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December.
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Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December.
BUY
BUY
May 24, 2011
Completely spun off from Cargil. Lots of exposure to potash. Stock was upgraded yesterday. He owns POT, so he doesn’t own this one. BHP might look at this one. It might be more amenable to a takeover.
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Completely spun off from Cargil. Lots of exposure to potash. Stock was upgraded yesterday. He owns POT, so he doesn’t own this one. BHP might look at this one. It might be more amenable to a takeover.
HOLD
HOLD
May 12, 2011
Likes the fertilizer space. Stock has been under some pressure and has been greatly oversold in the last little while. Trading at 60X forward P/E which is a bit of a low over the last 6 months or so.
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Likes the fertilizer space. Stock has been under some pressure and has been greatly oversold in the last little while. Trading at 60X forward P/E which is a bit of a low over the last 6 months or so.
BUY WEAKNESS
BUY WEAKNESS
May 11, 2011
2nd largest potash producer. There is speculation that this could be an acquisition target. Long term outlook for agriculture and potash is very strong.
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2nd largest potash producer. There is speculation that this could be an acquisition target. Long term outlook for agriculture and potash is very strong.
DON'T BUY
DON'T BUY
February 28, 2011
Agrium (AGU-T) or Mosaic (MOS-N)? Agriculture sector did extremely well over the last couple of months. Was into agriculture stocks in July and sold out at the end of December, which is when these stocks tend to do well. Overall sector goes up 15.5% on average over the last 21 years. Seasonally this is a period when agriculture tends to be flat.
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Agrium (AGU-T) or Mosaic (MOS-N)? Agriculture sector did extremely well over the last couple of months. Was into agriculture stocks in July and sold out at the end of December, which is when these stocks tend to do well. Overall sector goes up 15.5% on average over the last 21 years. Seasonally this is a period when agriculture tends to be flat.
WATCH
WATCH
February 24, 2011
Produce a lot of potash as well as phosphate. A big controlling shareholder wanted to sell and the complex transaction needs approval, so there’s going to be a short-term overhang. Once they get beyond this in about 18 to 24 months, they’ll be a takeover target and catch up to their peers.
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Produce a lot of potash as well as phosphate. A big controlling shareholder wanted to sell and the complex transaction needs approval, so there’s going to be a short-term overhang. Once they get beyond this in about 18 to 24 months, they’ll be a takeover target and catch up to their peers.
Jim Huang

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Price
$82.200
Owned
Unknown
BUY
BUY
February 16, 2011
Prefers over Potash (POT-T) and you get it for about 60% of the value of Potash. Could be a take out in the next couple of years.
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Prefers over Potash (POT-T) and you get it for about 60% of the value of Potash. Could be a take out in the next couple of years.
TOP PICK
TOP PICK
January 13, 2011
Very strong earnings report on the upside. Account for 14% of the world’s phosphate/potash fertilizer. Ethanol demand is moving up in the US. Food demand is increasing and changing the emerging markets.
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Very strong earnings report on the upside. Account for 14% of the world’s phosphate/potash fertilizer. Ethanol demand is moving up in the US. Food demand is increasing and changing the emerging markets.
COMMENT
COMMENT
January 6, 2011
Large fertilizer company. Volatile stock. Trades with price of the commodities like corn. He prefers Monsanto.
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Large fertilizer company. Volatile stock. Trades with price of the commodities like corn. He prefers Monsanto.
SELL
SELL
July 23, 2010
He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc.
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He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc.
BUY WEAKNESS
BUY WEAKNESS
March 31, 2010
Fertilizer. Agricultural complex is a bit sluggish here but the outlook is going to be okay. Think there will be an opportunity to make some money on this later.
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Fertilizer. Agricultural complex is a bit sluggish here but the outlook is going to be okay. Think there will be an opportunity to make some money on this later.
TOP PICK
TOP PICK
December 30, 2009
Huge international fertilizing company. If we are going to produce the amount of crops that we need, this company will have to be part of that process.
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Huge international fertilizing company. If we are going to produce the amount of crops that we need, this company will have to be part of that process.
PAST TOP PICK
PAST TOP PICK
April 13, 2009
(A Top Pick April 11/08. Down 63.4%.) One of the large fertilizer players. Likes it for its mixture of potash and phosphate. Looking at cyclicals down the road you should see pretty large pickups in the agricultural side later this year.
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(A Top Pick April 11/08. Down 63.4%.) One of the large fertilizer players. Likes it for its mixture of potash and phosphate. Looking at cyclicals down the road you should see pretty large pickups in the agricultural side later this year.
COMMENT
COMMENT
February 9, 2009
(Market Call Minute.) Doesn't know this as well as its competitor Bunge (BG-N) but on the fertilizer side there will be continued pressure going forward.
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(Market Call Minute.) Doesn't know this as well as its competitor Bunge (BG-N) but on the fertilizer side there will be continued pressure going forward.
HOLD
HOLD
September 23, 2008
Likes Agrium (AGU-T), Potash (POT-T) and Mosaic (MOS-N). Unlike oil and gold, fertilizer prices have not been fluctuating. Strong demand from India and China and a good year for the farmers in North America. Patience will be rewarded.
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Mosaic Company (The) (MOS-N)
September 23, 2008
Likes Agrium (AGU-T), Potash (POT-T) and Mosaic (MOS-N). Unlike oil and gold, fertilizer prices have not been fluctuating. Strong demand from India and China and a good year for the farmers in North America. Patience will be rewarded.
PARTIAL BUY
PARTIAL BUY
August 5, 2008
Given the uncertainty in the market, you could take a half position and take the other half later on. Definite long term Buy. Has a 47% earnings decline in 2010 over 2009.(Doesn't believe there will be declines.)
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Given the uncertainty in the market, you could take a half position and take the other half later on. Definite long term Buy. Has a 47% earnings decline in 2010 over 2009.(Doesn't believe there will be declines.)
PAST TOP PICK
PAST TOP PICK
July 16, 2008
(A Top Pick July 19/07. Up 244%.) Took profits at about $110. Looking for a reentry point on this one.
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