The Mosaic Company (MOS)

TSIF (98.83) Submitted: 4/6/2009 10:42:27 AM : Start Price: $43.45 MOS Score: +3.03

Mosaic will lead the Ags with earnings reports this Thursday. The April reporting period is generally bullish for fertilizer companies as farmers have completed their orders for the spring planting season. Commodities are starting up, farmers have access to credit, people need to eat, Mosaic's P/E is still sub 6, with 30% margins and over 50% ROE. Cash on hand exceeds debt by a hefty margin. While 52 week high is not a good indicator in a recession and ferts probably overshot their mark last year, Mosaic is still at only 25% of it's 52 week high. Bulls charge!