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07-13-2007, 11:33 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,765
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Fertilizer stocks
As I mentioned in this thread: http://www.early-retirement.org/foru...s-27467-4.html
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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There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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07-14-2007, 05:07 AM
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#2
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Location: Mid Hudson Valley
Posts: 1,781
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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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In a panamax down by the river.
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07-29-2007, 10:00 AM
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#3
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Recycles dryer sheets
Join Date: May 2007
Posts: 107
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 Quote:
Originally Posted by kumquat
I'm a fan of POT and to a lesser degree AGU, Yara, MOS and a few others.
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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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07-29-2007, 01:03 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,765
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Quote:
Originally Posted by theoldwizard
What about ADM ?
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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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There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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10-01-2007, 04:51 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,765
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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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There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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10-01-2007, 05:11 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Jun 2007
Location: near Canadian border and near Mexican border
Posts: 1,142
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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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Pigs get fat, hogs get slaughtered. That's my story and I am sticking to it.
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10-01-2007, 05:36 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,765
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Quote:
Originally Posted by packrat44
There is going to be free fertilizer in abundance over the next year as the presidential debates heat up.
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Here too, we may have a federal election this year.
__________________
There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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10-01-2007, 07:41 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Posts: 1,703
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Good picks, kumquat! POT and MOS have done well. What led you to these stocks?
__________________
Emancipated from wage-slavery since 2002
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10-02-2007, 02:57 PM
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#9
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,765
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Quote:
Originally Posted by twaddle
Good picks, kumquat! POT and MOS have done well. What led you to these stocks?
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Farmers in the family, mostly. Fertilizer prices have been increasing for a few years.
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There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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10-05-2007, 05:54 AM
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#10
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Location: Mid Hudson Valley
Posts: 1,781
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POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.
__________________
In a panamax down by the river.
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10-12-2007, 05:16 PM
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#11
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Dryer sheet wannabe
Join Date: Oct 2007
Posts: 14
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Quote:
Originally Posted by BUM
POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.
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Isn't that fund closed?
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10-18-2007, 11:48 AM
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#12
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Location: Mid Hudson Valley
Posts: 1,781
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Quote:
Originally Posted by peorth
Isn't that fund closed?
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Nope. Reopened on 9/21 (to Flagship investors).
__________________
In a panamax down by the river.
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