Fertilizer stocks

[kumquat]

As I mentioned in this thread: http://www.early-retirement.org/forums/f28/forum-picks-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?

 

[BUM]

Good for you kumquat. POT has been on my watch list for a few months, never pulled the trigger though.

 

[theoldwizard]

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 !

 

[kumquat]

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.

 

[kumquat]

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$.

 

[packrat44]

There is going to be free fertilizer in abundance over the next year as the presidential debates heat up.

 

[kumquat]

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.

 

[twaddle]

Good picks, kumquat! POT and MOS have done well. What led you to these stocks?

 

[kumquat]

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.

 

[BUM]

POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.

 

[peorth]

POT is the second largest holding in Vanguard's PRIMECAP fund. I recently bought into the fund.

Isn't that fund closed?

 

[BUM]

Isn't that fund closed?

Nope. Reopened on 9/21 (to Flagship investors).