Opinion on  Mosaic Company The (MOS)     Sector: Basic Materials  >  Industry: Chemical Manufacturing
MOS

My knowledge of the Ag sector gives me the opinion that the global food shortage is much bigger than Bio Fuels or a couple of light crops. It is going to be the norm for the forseeable future and I see governments being forced into subsidizing fertilizer use to ensure all land is being maximized. I want 50% of my portfolio to be fert but I know my opinion is fallible, so 30% and starting with a scale down buy here for Mosaic of 5% hoping to eventually move to 10% of Mosaic. CF and POT will round me out.