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
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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(A Top Pick July 19/07. Up 244%.) Took profits at about $110. Looking for a reentry point on this one.
DON'T BUY
DON'T BUY
May 7, 2008
Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now.
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Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now.
PARTIAL BUY
PARTIAL BUY
May 1, 2008
Potash has had rampant speculation over and above the basic investment demand. Changes in diets in emerging markets will mean a long, steadily rising demand for high-protein food. Reasonable entry point, but phase your Buy program over a month or two. Long-term investment.
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Potash has had rampant speculation over and above the basic investment demand. Changes in diets in emerging markets will mean a long, steadily rising demand for high-protein food. Reasonable entry point, but phase your Buy program over a month or two. Long-term investment.
TOP PICK
TOP PICK
April 11, 2008
Large US fertilizer company. Phosphate prices have gone up 31% this month alone. Producers in India have very high costs and to keep producing they need high prices. That benefits this company. You can buy it at 10X earnings and potash is twice that.
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Large US fertilizer company. Phosphate prices have gone up 31% this month alone. Producers in India have very high costs and to keep producing they need high prices. That benefits this company. You can buy it at 10X earnings and potash is twice that.
HOLD
HOLD
February 28, 2008
We are heading into a long-term food crisis. Secondly, there is maximization of fields that have already been planted. Also inventories of grains are at an all-time low level.
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We are heading into a long-term food crisis. Secondly, there is maximization of fields that have already been planted. Also inventories of grains are at an all-time low level.
Showing 31 to 45 of 55 entries