tag:blogger.com,1999:blog-5975869446501122263.post9069851754136178888..comments2008-07-25T14:18:21.324-05:00market follyhttp://www.blogger.com/profile/07691612544809256786marketfolly@gmail.comBlogger8125tag:blogger.com,1999:blog-5975869446501122263.post-54100979318209434592008-07-25T14:18:00.000-05:002008-07-25T14:18:00.000-05:00I bullish on MOS. Looking for a good earnings release coming up.Deannoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-40899143960545035672008-07-25T14:11:00.000-05:002008-07-25T14:11:00.000-05:00i think you're focusing too much on near-term price movements. if you're going to trade MOS trade it. I'm invested in it... only concerned about longer term price moves. buy on major dips, sell on new highs.<BR/><BR/>POT's quarter and guidance was awesome... MOS should be much of the same when they report.J. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-5034043164449576282008-07-25T13:53:00.000-05:002008-07-25T13:53:00.000-05:00MOS..... double bottom forming? What's your take?Deannoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-4392187673569451222008-07-23T20:37:00.000-05:002008-07-23T20:37:00.000-05:00we'll see here in the next few days after MOS and POT's earnings if input costs are materially affecting things.<BR/><BR/>keep in mind that next quarter as well will have much lower nat gas prices for inputs as natgas has come off quite a bit in the past month.J. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-12350040024782890942008-07-23T20:36:00.000-05:002008-07-23T20:36:00.000-05:00no i didnt see it but just glanced at it since you mentioned it.<BR/><BR/>i'm not nervous simply because i have stops in place, well below the 200 day ma. i'm in this for the long term. only reason i will exit is if i see a material shift in demand or change in underlying fundamentals.J. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-81072589315012618462008-07-23T20:18:00.000-05:002008-07-23T20:18:00.000-05:00Hey.... did you see the article on Seeking Alpha re: The Ag Boom Goes Bust<BR/><BR/>What's your take? How much lower before you get nervous?Deannoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-6426180394988748962008-07-20T20:10:00.000-05:002008-07-20T20:10:00.000-05:00haha yea no joke re: econ 101. taken analysts forever to just get back to the basicsJ. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-37062684277408356932008-07-19T11:12:00.000-05:002008-07-19T11:12:00.000-05:00I saw that news about the $1k/tonne. I'm almost as bullish as I was, last year before the news about the deal signings in india/china. And it's nice to see the stocks have pulled back. As for pricing power, perhaps they are actually applying econ 101 to their analysis on elasticity of supply and demand.Risk Manager Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.com