With Mosaic (MOS), it's a quilt of customers covering the world
Mosaic (NYSE: MOS) is one of the world's leading producers of crop nutrients -- nitrogen, phosphate, and potassium -- and animal feed ingredients.
Analysts really like Mosaic's revenue and earnings growth, which is being driven be increasing demand for its products from solid economic growth Latin America and Asia. Further, Mosaic's Esterhazy and Saskatchewan plant expansions in 2007 should increase potash capacity to about 11.7-12.0 million tons, and give MOS an edge versus its competitors.
Analysts also say MOS possesses above-average pricing power and is likely to increase market share in the key emerging markets it serves. The Reuters F2008/F2009 EPS consensus estimates for MOS are $3.66/$5.58
The risks? Analysts are keeping an eye on potential spot shortages in skilled labor, as well as any signs of a substantial slowdown in global economic growth.
The First Call mean rating for MOS is: Buy. [9 firms.] Mean 2008 target: $101.00. [high: $120, low: $65.]
Stock Analysis: Mosaic is a moderate-risk stock not suitable for low-risk investors. Investors with an investment horizon longer than two years should be rewarded from shares of MOS. Sell / Stop Loss if you were to purchase shares in this company: $64.
DISCLOSURE: Joseph Lazzaro has no positions in stocks. In addition to private real estate holdings, he owns corporate and municipal bonds, and cash certificates of deposit.
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Reader Comments (Page 1 of 1)
2-24-2008 @ 9:52AM
joseph said...
i like tra --seed small co.with good potential