The Mosaic Company (NYSE:MOS)

CAPS Rating: 5 out of 5

The Company is the producers and marketers of concentrated phosphate and potash crop nutrients for the global agriculture industry.

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Player Avatar nonzerosum (97.11) Submitted: 12/30/2011 9:42:46 AM : Outperform Start Price: $50.54 MOS Score: -8.88

Making a fertilizer basket of stocks for a long term play on nutrient depletion in farmland (as Jared Diamond predicted in "Collapse"). They are decently valued with single digit P/Es and have adequate interest coverage. Risks are that war/depression reduce population growth, or cheap inputs (e.g. natural gas) create an excess of supply.

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