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MOS Analysis & Videos »
MOS: Bull or Bear?
sorry earnings
MOS
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+7.48%
in
17 days
(closed on 05/01/09)
this stock should be back down in the teens
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Jump on Mosaic (MOS) before the momentum crowd returns
MOS
+52.25%
in
332 days
Filed under: Earnings reports, Bargain stocks, Stocks to Buy The Mosaic Company (NYSE: MOS), the combined Cargill Crop Nutrition and IMC Global Inc., began trading as a Fortune 500 company immediately after its 2004 IPO, and became a dominant player in the fertilizer business. In just a few short years, Mosaic would be in prime position to ride a global boom in agricultural crop demand that resulted in its shares skyrocketing more than $130 from trough to peak. <>From a valuation standpoint, the move higher was completely justified and rational -- up to a point. When the hedge fund momentum inve>...
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Bullish on MOS ...
MOS
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+110.35%
in
403 days
Mosaic leads the fertilizer field{in a good way}. Just a good combination of companies and timing seems right for them to take off. Potash and Agrium and a few others will do very well also with 2010 numbers improving with the inflation I feel coming.
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MOS Trade
MOS
+43.30%
in
464 days
I've decided to increase my short position in MOS, with 200 shares at $89.61.
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It's Time To Short Commodities
MOS
-0.68%
in
9 hours
(closed on 08/25/08)
Over the past week I have been watching for the commodity bounce to reach resistance and begin to fade. We are nearing that point in many commodity stocks. I will likely stay away from energy, as I do see more room to the upside for oil. This could boost energy stocks.
Steel, agriculture, copper, gold and silver related stocks all are close to good short entry points.
MOS is a good example of
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Trade Update: QLD and MOS
MOS
+2.50%
in
2 days
(closed on 08/27/08)
I went short 400 shares of MOS at $109.11. I highlighted this stock in the blog last night as one of my favorite commidity related shorts. See my last post for the setup. My stop is around $115 with my initial target at $95. This is where I would take partial profits, move my stop up, and let the rest "ride".
I bought 300 shares of QLD this morning on weakness, at $77.55. I highlighted this
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Heavy volume turnover yesterday, marking a rebound
MOS
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-13.33%
in
31 days
(closed on 09/08/08)
Commodities price drop does not reduce the consistently growing need for better food like beef and pork bellies, which require feed made from fertilizer, and the new found affordability from rising middle classes in emerging economies to buy beef when they only recently grew away from rice only diets. Fertilizer demand will continue to serve the need to solve the food crisis. Tradable bottom.
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Mosaic (MOS) with Blow Out Earnings
MOS
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-50.49%
in
493 days
Coal down, fertilizer to go...
blah blah, there is panic in the air, Mosaic (MOS) said volume targets of potash would be hard to reach for 2009, end of the world - pricing power will go away, valleys of corn will spring up throughout the world, competing with wheat, and Kool Aid will rain down from the heavens - instead of making $14 in 2009 they might make $13.25 - growth will slow from 150% to 90% and the end of the story is afoot - please give me my pacifier. Mosaic beats by 24 cents but again, who cares - let's go get us some financials that only lost $3.27 instead of the anticipated $...
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Mosaic (MOS) Sells Nitrogen Plant to Yara International (YARIY) for $1.6 Billion
MOS
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-10.80%
in
14 days
(closed on 07/29/08)
For long time readers of the blog you know the reasons we love fertilizer and especially the potash (high moat) and phosphate makers (quite high moat) the best. Mosaic (MOS) has been our top holding and winner for much of the life of the fund. [Top Fund Winners and Losers] We don't like nitrogen quite as much simply because in due time anything China can produce, they will overproduce - and unlike potash and phosphates which have some extreme limitations on inputs/sources, nitrogen is more of a chemical process that China can (eventually) reproduce in great quantities - although input cos...
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