Fertilizer demand will increase as the world population grows. Also algae based energy technology will explode eventually where bio-density is critical and requires large amounts of fertilizer. As with all non-renewable resources (mines) demand will eventually grow faster than deposit and harvest technology.
"Investing in agriculture-related companies has been one of our main themes for the past year, and we still favor it," say resource experts Roger Conrad and Yiannis Mostrous.
The co-editors of Vital Resource Investor note, "We're adding a new stock to the portfolio that should benefit from the increasingly higher global demand for fertilizer: Potash Corp. (NYSE: POT).
"Potash is the world's largest and lowest-cost publicly traded potash producer, the fastest-growing segm
I started buying Potash at $131 per share and have bought twice more, averaging down... My average share price is now $108 per share. If Potash continues to remain near or below this level, I am prepared to buy once more, in order to further lower my average purchase price.
I believe that we are heading toward a period of rebound in the general market, following an extraordinary drop. I was in the Crash of '87 and ultimately did very well, by holding my positions, over the next few months. This time around I sense that this is a "synthetic" crash and it will be followed by a "synt
CIBC says this run is not over…not by a long shot.<o:p></o:p><o:p></o:p>
Buried deep in a recently released 70-page report, analysts at CIBC, <st1:country-region w:st="on"><st1:place w:st="on">Canada</st1:place></st1:country-region>’s 4th largest bank, states:<o:p></o:p><o:p></o:p>
When looking at Potash Corp.'s (POT) value as a publicly traded company, I think that many are missing why they are much more valuable then their current valuation. Many believe that the fertilizer stocks have been driven up just like many of the commodity stocks. Commodity stocks have had a run as the dollar has devaluated, but there is one large difference with respect to fertilizer: people have to eat. Food is a basic necessity such as heat and water and as the world's population increases its intake of meat, it will continue to increase demand for feed which is comprised mostly of co
We called the oversold bounce a few days ago and we are now signaling POT as a negative with a new test of recent lows coming in next few weeks at supertradetimer.com
We've been short POT with August $195 puts since the $205 area. We've taken profits on 75% of the put position for nice profits. Our stop on the short position is $184 to close out the puts. POT is definitely in a topping pattern and forming a bearish downtrend, but, is short-term oversold and we expect a bounce back to the $190-$200 area soon. We will ride that bounce, but, will use any strength to build a put and short position for the inevitable move back down in the coming weeks. Bottomline: due for an oversold bounce, then, a test of the recent lows, STT
In last night's Trade Report, I highlighted commodities as an oversold bounce setup. I used POT as my primary example and entered today based on last night's analysis.
I bought 300 shares of POT at the open at $176.31.
Setup: Oversold bounce setup, within a longer term topping pattern. Stochastics are oversold and the stock bounced off strong support.
Risk: My intial stop is under the 200
I just thought of some interesting ideas about POT, and why it is being sold on a huge scale despite great earnings and growth potential. (this is a bit wordy, so bear with me)
One of the first rules of investing is that you should identify the reason you bought an investment. And as soon as that reason disappears or fails to materialize, its time to get out with cash in hand and re-evaluate from the sidelines.
So how does this apply to POT? Well, when the Energy Policy Act of 2005 was passed 3 years ago, it created a market overnight for Domestic Fuel Ethanol. Government ...
It's pretty clear that the stock price of Potash Corp of Saskatchewan (POT) is suffering from a sector rotation out of commodity-based stocks, as their Q2 earnings and forward guidance is 1 of the best reports I have ever seen. I would like to share my current observations on POT and why I feel it is still a good long-term investment.
The TTM P/E for POT now stands at 30 (rounded), and their projected P/E for 2008 is only 15.
Nothing surprising in this morning's earnings report - and frankly it does "not matter" right now because as we all know, potash = oil. At least in hedge fund's eyes. The analysts finally seem to be somewhat catching up to the earnings potential, they only missed by 30 cents this time around after being wrong by a few miles for quarters on end [Oct 23: Analysts Still Doubting the Fertilizer Stocks]. As with last quarter, I urge anyone considering this sector to read the Potash (POT) earnings report because it is almost like an industry analysis each quarter. I won't copy the whole thing...
Potash Corp. has announced almost C$6 billion of projects that will increase its operating capacity by 7.1 million tonnes in the 2010-2015 timeframe.
RBC estimates that these projects could add approximately $90.00-$95.00 per share of incremental value. Based on the long-term supply and demand outlook, RBC believe PotashCorp's 18 million tonnes of effective operating capacity will eventually be required to meet growing demand for potash.
As this ongoing series of articles on Potash Corp. (POT) unfolds itself (see parts I, II and III), I continue to be amazed at some of the lingering bearish attitudes towards Potash and this company, that are prevalent in various articles and blogs. As I have done my best to explain the obvious in words and numbers, apparently to no avail, I now feel reduced to try to explain it in a children's story, that the average six year old should be able to relate to and understand.
In the safety of your living room, take ten red colored blocks out of your toybox, and place them in a row on the floor,
What's a poor white boy from Arkansas to ?
- Alright, I will be the first one to confess I need advice. I cashed in some dollar leaking mutual funds and took some lame advice. I bought 70 shares o...
New High
- New high today, can we expect this trend to continue, I sold this stock a while ago not expecting it to get back to this level. What do you guys think?
Which sector will do best in 2008?
- The economy is going through difficult times. With the dollar weakening, Oil prices and Inflation skyrocketing which sector do you think is the best to
Earnings
- POT reports earnings on Thursday, I am expecting a very good number as are many people. I think it should give a very good insight into whether or not
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POT
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About Potash Corp. of Saskatchewan Inc.
- Answers.com
Many believe that the fertilizer stocks have been driven up just like many of the commodity stocks. Commodity stocks have had a run as the dollar has devaluated, but there is one large difference with respect to fertilizer: people have to eat. Food is a basic necessity such as heat and water and as the world's population increases its intake of meat, it will continue to increase demand for feed which is comprised mostly of co
