The Mosaic Company

  • This Company Is on the Verge of Repurchasing up to 20% of its Shares

    By Shaun Currie - August 21, 2013 | Tickers: IPI, POT, MOS

    Mosaic Co (NYSE: MOS), one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients, is on the verge of a massive share repurchase program designed to be completed by year-end. Since its spinoff from Cargill two years ago, the company has been unable to repurchase shares of its stock through a restriction in the spinoff. The Cargill Family and Charitable Trust currently hold a more »

  • Potash Corporation of Saskatchewan: An Investment in Uncertain Times

    By Michael Weber - August 17, 2013 | Tickers: AGU, POT, POT, MOS

    Potash Corporation of Saskatchewan’s (NYSE: POT) stock price has dropped about 25% since July due to the dismantling of a Russian potash cartel. This is expected to significantly reduce potash prices (people are estimating a 25% drop to around $300/tonne). I’m always looking for a bargain, and negative news usually sparks my interest. Naturally I thought this would be a good time to take a further look more »

  • Can Fertilizer Stocks Make You Some Green?

    By Bob Chandler - August 13, 2013 | Tickers: CF, POT, MOS

    One of the most successful investors most people have never heard of is named Hetty Green. In an age when women couldn't even vote, she turned a nice inheritance into one of the country’s largest fortunes. How? She explained in a 1905 interview:

    I buy when things are low and no one wants them. I keep them until they go up and people are anxious to buy. That more »

  • Bill Ackman’s Biggest Problem Might Not be J.C. Penney or Herbalife

    By Sam Mattera - August 13, 2013 | Tickers: CP, POT, MOS

    Activist hedge fund manager Bill Ackman has received a lot of attention for his fund’s positions in J.C Penney (long) and Herbalife (short).

    But on a relative basis, neither of those positions makes up a significant portion of Pershing Square’s capital. Ackman’s fund may own nearly one-fifth of J.C. Penney, but it’s less than 6% of Pershing’s portfolio. Likewise, the fund may have more »

  • After the Crash, Which Fertilizer Stocks Are Safe?

    By Mike Thiessen - August 13, 2013 | Tickers: AGU, POT, MOS

    By now, most investors are aware of the gut-wrenching turmoil that wracked the global fertilizer industry during the last trading days of July 2013. As a result of a huge Russian firm's decision to pull out of a popular, lucrative potash trading consortium, prices for most well-known fertilizer stocks fell by as much as 25 percent in the blink of an eye. Although more diversified firms enjoyed some protection more »

  • Can A Fertilizer Stock Help Fuel Your Portfolio?

    By Ryan Palmer - August 8, 2013 | Tickers: POT, TNH, MOS

    Fertilizers contribute enormously to the vitality of the world's food supply. Companies that produce fertilizer are an important cog in the machine that put fresh fruits and vegetables on our tables. The top three fertilizer products used by American farmers are phosphate, potash, and nitrogen. Let's examine one producer of each fertilizer and see if any make for a good investment.

    Phosphate

    Mosaic (NYSE: MOS) is the world more »

  • Billionaire Agricultural Activism Afoot

    By Marshall Hargrave - August 5, 2013 | Tickers: AGU, CF, MOS

    Famed activist investor Dan Loeb of the Third Point hedge fund is known for his successful activist campaign over at Yahoo!, but he's now trading in his tech stock holding for a crack at the agricultural industry.

    Per his recent investor letter, Loeb is amassing a stake in North America's largest nitrogen fertilizer manufacturer, CF Industries (NYSE: CF). The stock popped nearly 12% on the news. 

    What does more »

  • How to Trade Agriculture Stocks Now

    By Ash Sharma - August 5, 2013 | Tickers: AGU, MON, POT, MOS

    A recent announcement by Russian potash producer Uralkali that it is exiting from Belarusian Potash Company, or BPC, joint venture has caused a significant correction in fertilizer stocks across the globe. Uralkali is the world's largest potash supplier with ~10.5 mt estimated sales for 2013. Until now, potash exports were dominated by Eastern European and North American companies, and their export joint ventures BPC and Canpotex were main more »

  • Will This Mining Giant Abandon Its Only Remaining Mega Project?

    By Sarfaraz Khan - August 2, 2013 | Tickers: BHP, POT, MOS

    Mining giant BHP Billiton (ADR) (NYSE: BHP) is getting ready to make one of its most difficult decisions; whether or not to pull the plug on its $14-billion Jansen potash project located in Canada. In fact, this is the company’s only remaining mega-project that hasn’t been scrapped.

    Potash woes

    With each passing day, the massive project in the Saskatchewan province is looking less and less lucrative. In the more »

  • Focusing on Daily Bread for Farmers and Investors

    By Michael Ugulini - August 1, 2013 | Tickers: DD, MON, MOS

    Global concerns about sustainable agriculture that can consistently feed a hungry world show no signs of abating. The need for more productive farming to meet increasing worldwide demand is evident. What major companies are addressing these issues?  

    DuPont's (NYSE: DD) agriculture division is focusing on products that promote higher crop yields and more nourishing foods.

    Reading the signs of the times 

    Becoming more of a high-tech science-based organization, DuPont more »

  • Should This Miner Move Forward With Its Potash Project?

    By Varun Chandan - August 1, 2013 | Tickers: BHP, POT, MOS

    In August, mining giant BHP Billiton (ADR) (NYSE: BHP) is expected to make a decision on whether to move forward with its potash project in Saskatchewan, Canada. While the company has already pumped in billions of dollars into the project, the breakup of one of the two cartels in the potash market on July 30 has raised the possibility of a drop in potash prices. Given this scenario, the big more »

  • Will People's Hunger for Food Satisfy Your Hunger for Good Investments?

    By Paul Sangrey - August 1, 2013 | Tickers: AGRO, DE, MON, MOS

    The world's population will grow by about 2 billion people by 2050, according to the UN. Furthermore, as incomes rise, we'll see a rise in demand for food, as more people can afford both adequate nutrition, and more and nicer food than they actually need. With a major secular trend like this, the question automatically becomes: How can you as an investor ride the wave of increasing demand more »

  • Is the Potash Industry Doomed?

    By Bob Ciura - July 31, 2013 | Tickers: IPI, POT, MOS

    In a dramatic move that clearly surprised the market, Russia’s Uralkali disrupted one of the world’s largest potash partnerships by ending its joint venture with its partner in Belarus. Because of this, potash production is expected to jump, and as a result, global potash prices are expected to decline by as much as 25%.

    This caused a massive hemorrhaging in shares of potash producers, including Potash Corp. (NYSE: POTmore »)

  • The Drive For Higher Yields

    By Hussain Asghar - July 25, 2013 | Tickers: AGU, POT, MOS

    The year 2012 saw high growth in commodity prices, with some commodities surpassing the highs achieved in the 1970's. This price hike was due to a number of factors, including high input cost, rapid demand growth, slow growth in production and the drought in the US and certain areas of Europe. As per OECD-FAO Agricultural Outlook, the growth in agricultural production is expected to slowdown in the upcoming decade more »

  • Does Making Winter Driving Safer Make for a Safe Investment?

    By Mark Lin - July 23, 2013 | Tickers: AGU, CMP, MOS

    Companies with asset light business models have been favored by investors in recent times. But I prefer to own asset-heavy stocks, if the assets themselves are the source of structural competitive advantages that are not easily replicated. Based in Kansas, Compass Minerals International (NYSE: CMP), a producer of highway deicing salt and specialty fertilizer sold to customers in the U.S. & U.K. and farmers globally, is such a company more »

  • Is This Fertilizer Company a Good Stock to Buy?

    By Meena Krishnamsetty - July 21, 2013 | Tickers: AGU, CF, UAN, POT, MOS

    In mid July, $23 billion market cap fertilizer company Mosaic (NYSE: MOS), which provides both phosphate- and potash-based fertilizers, reported its financial results for the fiscal year ending in May 2013. The fiscal Q4 numbers showed a 5% decline in revenue versus a year earlier, which the company attributed to low demand in emerging markets (particularly India). Mosaic was able to reduce its costs more or less in line with more »

  • More Headwinds For Fertilizer Stocks

    By Vladimir Zernov - July 19, 2013 | Tickers: AGU, POT, MOS

    Each year, the population of Earth grows by 75 million people. It will grow by 2 billion by 2050. All those people need to be fed somehow. In the meantime, the quantity of land available for agriculture diminishes every year. Land turns into desert or just wears out due to bad farming practices. You could imagine these two facts must be super-bullish for agricultural stocks. If you have less land more »

  • This Potash Producer Is Ripe for a Breakout!

    By Ted Cooper - July 10, 2013 | Tickers: IPI, POT, MOS

    In many industries, companies differentiate their products as a means to attract customers and justify higher prices. However, in commodity industries, the product is uniform and the price is set by the market. Therefore, the only way for companies to differentiate themselves is by becoming the lowest-cost producer -- thereby enabling the company to earn higher margins than its peers.

    Potash producers sell a commodity product. Therefore, market leaders like Mosaic more »

  • You Don’t Want to Buy These Stocks

    By Nicholas Kitonyi - July 9, 2013 | Tickers: BASFY.PK, POT, MOS

    According to the report on the 2013 outlook of the U.S. Agricultural sector published in February, the U.S. Department of Agriculture expects the sector to grow significantly through 2013 with the majority of that growth expected in the second half of the year. The sector is recovering following a slowdown last year, which affected several companies involved in the business. Even the manufacturers of Agricultural chemicals were not more »

  • Is This Company a Discount or a Trap?

    By Matthew Frankel - July 9, 2013 | Tickers: AGU, POT, MOS

    Mosaic (NYSE: MOS) is one of the world’s leading producers of concentrated phosphate and potash which are two key crop nutrients used in agriculture. Due to elevated global inventories and volatile raw material costs, the company’s earnings are expected to drop this year, which may create an interesting buying opportunity. Shares are down more than 67% from their 2008 peak, and have pulled back by 12% in the more »

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