The Mosaic Company (NYSE:MOS)

Too cheap.

Have to hold this one for the long term... just as a hedge against people needing to eat more meat protein in the future.

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

A 40% drop in stock value based on missed earnings ($2.65 when $2.94 was expected) just seems unrealistic. When credit eases up somewhat, farmers will start to buy MOS products in greater amounts again.

This is currently trading at 25% of its 52 week high. It has lost nearly 50% this month alone. No real reason except for the steep commodity sell off. Look for a rebound sooner rather than later.

They are having a hard quarter but not so hard that they deserve this big of a beating.

3 Star rating w/ P/E Ratio of 20.28 following a significant drop in market. Price below 52 wk low w/ a range of 49.03-163.25. Currenly beating the SPY by about 5% inspite of a sharp down turn. Trying to rate at a low point for long term returns. Re-evaluate stock when price reaches $65.00. Expect inital returns to be rocky due to current market conditions. Should make money in the long run.

Drops 20% after hours on best quarter ever ... yes, future guidance is down (whose isn't?) ... but they earned $1Bn in cash in this quarter alone on a $24bn market cap ... and the supply dynamics do not appear to be bursting as much as other commodities ...

These Potash companies are so undervalued right now ... Good entry point ...

the price of fetilizer has come up too much and commodities are weakening

Farmers are flush with cash and this is a must have product for them. There are other major players in the field but being 51% owned by Cargill gives MOS the upper hand in leadership and management. Great buy at this price.

Undervalued -- should return to 140-150s.

Sector overcorrection to the commodity bubble deflation. Favored over POT with higher cash reserves, although I'm giving POT and AGU thumbs up for the next few months too.

Farmers need fertilizer if they're going to farm. We all need farmers to farm if we are going to eat.

A common belief is that ethanol is the driver of agriculture commodities. This is false. The driver is the change in diets of the emerging world. Remember it takes 6-7 units of grain to produce 1 unit of pork. Pork is the preferred meat by the Chinese. Even if the Chinese economy slows, the Chinese will not stop eating meat. There is a limited supply of farmland, so the only solution is to make farmland more productive. Fertilizer is the key ingredient.

Bubble? Buy food in Japan and you will see what non consolidated micro farms will do to food prices. The story is yield, globalization and scale. That and being part of the Canadian cartel. What other cartel do we know about that pumps thing from underneath the ground ? Anti trust a what laws?

The Ag boom is catching a breather before the marathon continues.

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

fertilizers should remain strong until at least 2010. Peak in 2012. POT is a better long term play. This is a more volatile play.