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.
More at Wikipedia

Analysis and Opinions about MOS-N

Signal
Opinion
Expert
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
Showing 16 to 30 of 55 entries