The Mosaic Company (MOS)

Downthumb. Excellent cash flow. 34% 5 year growth rate. Plunging EPS, though. Good cash on-hand. Low debt ratio. Gross margins low and getting lower. Under severe pricing pressure. Stock price has been supported by efforts of CEO to sell company.

World desire for better food and the increasing growth in personal wealth in developing countries will require more fertillizer to grow that food.

Commodities may be in a bubble, but, people will not be eating any less unlike demand destruction in oil. They are not making more real estate, and world population growth requires maximum yeild from every available acre. This despite any elimination of any ethanol mandates.

People need food, Food needs manure, buy MOS at a nice price!

CAN ANYONE SAY ETHANOL?

This company has substantial reserves of nitrogen-rich fertilizer feedstocks. There is a looming shortage of such.

Doing well in a downmarket

AGRICULTURE enough said.

AGRIVULTURE WILL GO UP AND DOWN RIGHT NOW ITS DOWN AND CHEAP AND IT WILL GO BACK UP

Been watching, watching, watching. I think now is a good time to get a first position. The world is going to need food. period. The asian growth is getting hungry for protein diets and they need better fed animals. period. Today, tomorrow, in 10 years. Food and Water, man. Energy dont mean squat if you cant eat. Phosphates, Nitrogen and Potassium(potash) - everything's gotta have it.

I like Mosaic over Potash because they have better net income in relation to sales, over 10% better ROE. lower debt/equity yet stock price beaten down harder. I might go pick Potash and TNH anyway. There is just no getting around these companies over the next 5 years.

Speculative. Was far too high. Now appears to be on the low side. Much depends on crops, but these are among the most basic of commodities. Should go through multiples in the next five years. Uncertain when or if it will stay there.

solving world food shortage

Fertilizer is the new black gold.

Remember the gold rush? Seeds and fertilizers are the modern shovels.

This company will continue to increase its profits in that fertilizer will become more and more important as the population of the world expands. The companys phosphates business will lead their sales.

With the rising demand for additional grains, fertilizer has become a very valuable commodity. I don't forsee our need for food decreasing any time soon. This is a good bet to capitalize on the agricultural sector.

Should be good for the long term but even better in the short term (after getting beat down)

We need fertilizer for food and fuel and worldwide demand is only going up.

Has run up too high while the braoder market declined and will encounter a correction