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NYSE:MOS

Mosaic Company (The) (MOS)

22.82
-0.08 (0.35%)
as of Jun 18, 2026, 10:47:42 pm Market Open.
22 watching
0
COMMENT

There is a very good chance this could be a takeout candidate for BHP Billiton (BHP-N) who wants to get into this sector.

DON'T BUY

(Market Call Minute.) Has been a standout performer compared to Potash (POT-T) because sentiment has shifted to phosphate. Looks toppy at these levels because of the run-up in the last little while.

COMMENT

Thinks the entire fertilizer business has been oversold. Thinks there will be a shortfall in grain supplies globally as a result of the drought in the US. Expecting a big demand for fertilizers going forward. He prefers Potash (POT-T).

BUY
Fertilizers have struggled a little bit. There have been very strong movements in corn prices recently. Phosphate has lagged. Potash (POT-T) has a big mine coming on in Saudi Arabia this year. Feels the fundamentals on this company are supportive.
COMMENT
Commodity prices have sold off a little bit but demand continues to escalate as the rest of the world gets wealthier and enjoys better diets. Prefers Agrium (AGU-T).
DON'T BUY
This stock has been fairly range bound and is trying to find support at around $46-$46.50. He would only buy something if it could prove it would find that support. He would like to see confirmation that it could swing up first.
PAST TOP PICK
(A Top Pick Jan 13/11. Down 30.7%.) Stopped out at $56. Still continues to like the agricultural space longer-term.
COMMENT
Seasonally, as you get through January you get into a better seasonal period. He'll watch to see if the seasonal trade starts to develop
COMMENT
Got stopped out of this when it moved below the 200 day moving average. Long-term it will do very well. Earnings have been moving up.
DON'T BUY
Trading at 15-18 times earnings and longer-term he has a concern of both supply coming on stream. Investors became enamored with all these stocks when there were supply disruptions when Potash (POT-T) became very expensive.
HOLD
Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here.
COMMENT
This stock looks great right now. Very strong support at around $66-$67. Trading sideways and is not overextended. He is currently writing on this one. Has great option premiums.
BUY
Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December.
BUY
Completely spun off from Cargil. Lots of exposure to potash. Stock was upgraded yesterday. He owns POT, so he doesn’t own this one. BHP might look at this one. It might be more amenable to a takeover.
HOLD
Likes the fertilizer space. Stock has been under some pressure and has been greatly oversold in the last little while. Trading at 60X forward P/E which is a bit of a low over the last 6 months or so.
Showing 31 to 45 of 73 entries