MOS posts
FeedPosted Mar 27th 2011 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Forecasts, Family Dollar Stores (FDO), Economic Data
The calendar quarter winds down this week and quarterly reports are due from Apollo Group (APOL), CarMax (KMX), Global Payments (GPN), Krispy Kreme (KKD), Lennar (LEN) and McCormick (MKC). But analysts surveyed by Thomson Reuters have high hopes for results from fertilizer and animal feed maker Mosaic (MOS), apparel maker Phillips Van Heusen (PVH) and discount retailer Family Dollar (FDO). So here's a look at what they anticipate from these three companies.
Mosaic
During its fiscal second quarter, Cargill agreed to distribute its stake in Mosaic, and Mosaic also said it would redeem senior notes. Analysts anticipate that the Minnesota-based potash producer will report per-share earnings of $1.07, a jump of 53.3% from the same quarter of last year. Mosaic also is expected to post revenue of $2.4 billion for the three months that ended in February. That's a 35.9% rise from a year earlier.
Continue reading Week in Preview: Mosaic, Family Dollar Earnings and March Unemployment Rate
Posted Mar 26th 2011 8:10AM by Paul Foster (RSS feed)
Filed under: Options

CBOE Volatility Index-VIX closed down 19 cents to $17.81.
Financial Select Sector (
XLF) overall volatility is at 22; the 26-week average is 24.
Mosaic (
MOS) April 85 and 90 calls are active on option implied volatility of 39, below its 26-week average of 43, according to Track Data, suggesting traders are taking positions into expected Q3 results on March 31.
Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.
Posted Mar 9th 2011 11:40AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Tyson Foods'A' (TSN), Analyst Initiations, Johnson Controls (JCI), Potash Corp. of Saskatchewan (POT), Transocean Ltd. (RIG)
Analyst Upgrades
- Tyson Foods (TSN) to buy from hold at Deutsche Bank.
- Carmike Cinemas (CKEC) to buy from neutral at Merriman.
- Ambow Education (AMBO) to conviction buy from neutral at Goldman.
- Johnson Controls (JCI) to overweight from equal weight at Barclays.
- Dynex Capital (DX) to outperform from market perform at JMP Securities.
- Ensco (ESV) to outperform from neutral at Credit Suisse.
- York Water (YORW) to buy from hold at Brean Murray.
- Mid-America Apartment (MAA) to market perform from underperform at FBR Capital.
- Cheniere Energy Partners (CQP) to hold from sell at Citigroup.
- Forest Oil (FST) to positive from neutral at Susquehanna.
- Tractor Supply (TSCO) to outperform from neutral at RW Baird.
Continue reading Analyst Calls: DISH, DTV, JCI, LULU, MOS, MTN, POT, RIG, TSCO, TSN ...
Posted Jan 19th 2011 4:20PM by Jon Ogg (RSS feed)
Filed under: International Business Machines (IBM), American Express (AXP), Goldman Sachs Group (GS), Wells Fargo (WFC)

Today was a strange day marked by selling in technology and an almost gain in the
DJIA. Many key technology stocks sold off as currencies weighed. Much of the media coverage surrounded President Hu's visit from China in
D.C. today. Here were today's closing bell levels:
Dow Jones 11,825.29 -12.64 (-0.11%)
S&P 500 1,281.92 -13.10 (-1.01%)
Nasdaq 2,725.36 -40.49 (-1.46%)
Continue reading Closing Bell: Shaking Off Mixed Earnings (AXP, BA, GS, IBM, MOS, WFC)
Posted Jan 5th 2011 4:00PM by Jon Ogg (RSS feed)
Filed under: AT and T (T), Family Dollar Stores (FDO)

Today was a great day with better than expected data from the Institute of Supply Management and from ADP and TrimTabs employment projections. Still, there was a mix of performance today with M&A and mixed
earnings reactions, as well as with guidance reactions.
Here are today's unofficial closing bell levels:
Dow Jones 11,722.89 +31.71 (0.27%)
S&P 500 1,276.56 +6.36 (0.50%)
Nasdaq 2,702.20 +20.95 (0.78%)
Top Stock Analyst CallsContinue reading Closing Bell: The Return... (ATHR, QCOM, T, FDO, MOS, NVDA, TRID)
Posted Dec 2nd 2010 10:50AM by Connie Madon (RSS feed)
Filed under: Forecasts, Market Matters, Commodities, Agriculture
The Russian drought has caused a spike in wheat prices. The United States Department of Agriculture (USDA) forecast lower yields for the current corn crop. Worldwide the rising demand for raw agricultural products is creating a need for more production. One way to increase production is to use more fertilizer.
Enter Mosaic (MOS), the world's largest combined producer of phosphate and potash. Mosaic is sitting on a virtual gold mine. It produces about 10 million tons of phosphate and the same for potash. Business is flourishing. Quoted in Investors.com, Chief Financial Officer Larry Stranghoener said: "The supply- demand factors are quite tight in our favor. We're scrambling to produce all we can to meet demand."
Continue reading Fertilizer Producer Mosiac Flying High on Increased Demand
Posted Oct 20th 2010 12:00PM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Pfizer (PFE), Bank of America (BAC), Analyst Initiations
Analyst Upgrades
- Citigroup upgraded Mosaic (MOS) to buy from hold and raised its price target to $78 from $64 citing improving ag fundamentals and the potential for BHP (BHP) to issue a higher bid for Potash (POT), which Citi feels would bode well for Mosaic.
- Cowen upgraded VMware (VMW) to outperform from neutral, citing recent share weakness and the company's significant growth opportunity.
- Citigroup upgraded CareFusion (CFN) with a $29 price target, citing valuation and the potential for margin expansion.
- Pfizer (PFE) was upgraded to outperform from neutral at Cowen.
- Juniper (JNPR) was upgraded to outperform from perform at Oppenheimer.
- Stryker (SYK) was upgraded to buy from gradually accumulate at Soleil.
Continue reading Analyst Calls: ALKS, AMLN, BAC, CFN, FWLT, MOS, PFE, VMW, WFR ...
Posted Sep 23rd 2010 11:50AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Altria Group (MO), duPont(E.I.)deNemours (DD), Analyst Initiations
Analyst Upgrades
- Piper Jaffray upgraded Edwards Lifesciences (EW) to overweight from neutral and raised its target price for shares to $77 from $53 after The New England Journal of Medicine reported the company's PARTNER Trial met primary endpoints.
- UBS upgraded Endo Pharmaceuticals (ENDP) to buy from neutral and raised its price target to $36 from $25. UBS is positive on Endo's creative strategic deals and believes the switch to Opana TRF from Opana ER will be easy. Additionally, the analyst believes pipeline expectations are very low.
- BMO Capital upgraded Nvidia (NVDA) to outperform from market perform based on expectations that share loss in the core GPU business will stop, Tegra momentum and valuation. The firm raised its price target to $16 from $9.
- FirstEnergy (FE) and Allegheny Energy (AYE) were upgraded to outperform from neutral at Credit Suisse.
- Mylan (MYL) was upgraded to conviction buy from buy at Goldman. Warner
- Chilcott (WCRX) was upgraded to overweight from equal weight at Morgan Stanley.
Continue reading Analyst Calls: CALM, CWT, DD, DYN, ENDP, EW, MO, MOS, NVDA, OXPS, PPL ...
Posted Jul 8th 2010 11:10AM by Elizabeth Harrow (RSS feed)
Filed under: Options, Technical Analysis, Agriculture
Call volume ramped up on The Mosaic Company (MOS) Wednesday, with roughly 22,000 contracts crossing the tape. By contrast, MOS was only expected to see about 7,300 calls change hands. Meanwhile, fewer than 3,700 puts were exchanged during the course of Tuesday's trading, revealing a distinct bias toward bullishly oriented options.
Taking a closer look at the day's volume, one speculator has high hopes for MOS to rally during the latter half of 2010. The trader constructed a long call spread by buying to open 1,500 contracts of the equity's December 45 call, and simultaneously selling to open 1,500 contracts of the December 55 call. MOS was trading just north of $40 at the time of this transaction, placing both calls out of the money.
Continue reading Mosaic Co. Bull Bets on a Strong Second Half
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