| PARTIAL BUY | 110.470 | Peter Brieger | Given the uncertainty in the market, you could take a half position and take the other half later on. Definite long term Buy. Has a 47% earnings decline in 2010 over 2009.(Doesn't believe there will be declines.) | 2008-08-05 | |
| PAST TOP PICK | 138.780 | Peter Brieger | (A Top Pick July 19/07. Up 244%.) Took profits at about $110. Looking for a reentry point on this one. | 2008-07-16 | |
| DON'T BUY | 124.650 | Paul Thornton | Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now. | 2008-05-07 | |
| PARTIAL BUY | 122.550 | Peter Brieger | Potash has had rampant speculation over and above the basic investment demand. Changes in diets in emerging markets will mean a long, steadily rising demand for high-protein food. Reasonable entry point, but phase your Buy program over a month or two. Long-term investment. | 2008-05-01 | |
| TOP PICK | 121.610 | Bruce Campbell | Large US fertilizer company. Phosphate prices have gone up 31% this month alone. Producers in India have very high costs and to keep producing they need high prices. That benefits this company. You can buy it at 10X earnings and potash is twice that. | 2008-04-11 | |
| HOLD | 113.080 | Peter Brieger | We are heading into a long-term food crisis. Secondly, there is maximization of fields that have already been planted. Also inventories of grains are at an all-time low level. | 2008-02-28 | |
| Comment | 103.370 | David Burrows | If he had to pick one stock in the agricultural sector, this would be his first choice. | 2008-02-15 | |
| BUY | 93.440 | Peter Brieger | Farmland planting is increasing but not very much so they have to get more yield per acre and demand for fertilizer nutrients increases. He has taken a package of 3 Agrium (AGU-T), Mosaic (MOS-N) and Potash (POT-T). Potash has the greatest potential for gain. | 2008-02-06 | |
| PAST TOP PICK | 99.210 | Peter Brieger | (A Top Pick Mar 21/07. Up 247.6%.) Agricultural play in crop nutrients. Sold half his position at $69. For an alternative approach see his Top Pick (JJA-N). | 2008-01-11 | |
| BUY | 61.980 | Peter Brieger | Loves fertilizer stocks. Clearly what will drive the demand for fertilizer stocks is the long-term growth of protein-based diets in the emerging markets. | 2007-11-26 | |
| TOP PICK | 61.940 | Peter Brieger | Very early in it's cyclical cycle.
| 2007-10-17 | |
| BUY | 50.070 | Peter Brieger | Growth of wealth in the Far East and other emerging nations has caused a change in dietary habits. Fertilizer companies will be very much in the fore going forward. | 2007-09-25 | |
| BUY | 38.750 | Peter Brieger | A 3 to 5 year cycle story. Related to increased demand for food from emerging markets. All fertilizer stocks in general are attractive. | 2007-08-03 | |
| TOP PICK | 39.830 | Peter Brieger | Running about 17 X PE. Based on the long-term demand for fertilisers the target price earnings ratio is between 16 and 20 giving it a price target of between $48 and $60. | 2007-07-19 | |
| TOP PICK | 27.950 | Peter Brieger | One of the world's leaders in phosphates and potassium fertilizers. Staying on the agricultural theme of his Top picks fertilizers are an important element. Expect the agricultural cycle has a long ways to run. | 2007-04-04 | |
| TOP PICK | 28.000 | Peter Brieger | The world's largest producer of phosphates and some forms of fertilizers. Long-term hold. | 2007-03-21 | |
Experts that have talked about Mosaic Company (The)
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