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Fertilizer stocks
Old 07-13-2007, 12:33 PM   #1
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Fertilizer stocks

As I mentioned in this thread: Forum Picks

I'm a fan of POT and to a lesser degree AGU, Yara, MOS and a few others. Since I posted that message, POT has gone up 21%. I will be taking some off the table soon although I think it may have a bit more to run.

Anyone else got these?
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Old 07-14-2007, 06:07 AM   #2
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Good for you kumquat. POT has been on my watch list for a few months, never pulled the trigger though.
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Old 07-29-2007, 11:00 AM   #3
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Originally Posted by kumquat View Post
I'm a fan of POT and to a lesser degree AGU, Yara, MOS and a few others.
What about ADM ?

I don't know a lot about the company or its product/services, but I have heard they are a "full service" source. They sell seed, fertilizer and will soon be the biggest distiller in the US !
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Old 07-29-2007, 02:03 PM   #4
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What about ADM ?
ADM is an ag company but not a fertilizer play. May be a good bet simply being in the ag sector.

POT, AGU, Yara, MOS are primarily or exclusively fertilizer producers, AGU also sells retail, POT does not.
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Old 10-01-2007, 05:51 PM   #5
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So, where will they go?

Sold 20% of my POT holding at ~$103 and it's still >50% of my net worth. If you have any and like today's $110, you can thank me. It goes up whenever I sell.

PS: It's kinda nice not to have to specify if I'm talking C$ or US$.
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Old 10-01-2007, 06:11 PM   #6
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There is going to be free fertilizer in abundance over the next year as the presidential debates heat up.
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Old 10-01-2007, 06:36 PM   #7
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There is going to be free fertilizer in abundance over the next year as the presidential debates heat up.
Here too, we may have a federal election this year.
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Old 10-01-2007, 08:41 PM   #8
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Good picks, kumquat! POT and MOS have done well. What led you to these stocks?
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Old 10-02-2007, 03:57 PM   #9
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Good picks, kumquat! POT and MOS have done well. What led you to these stocks?
Farmers in the family, mostly. Fertilizer prices have been increasing for a few years.
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Old 10-05-2007, 06:54 AM   #10
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POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.
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Old 10-12-2007, 06:16 PM   #11
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POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.
Isn't that fund closed?
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Old 10-18-2007, 12:48 PM   #12
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Isn't that fund closed?
Nope. Reopened on 9/21 (to Flagship investors).
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