tag:blogger.com,1999:blog-2335748440449035592.post3608233029971905530..comments2008-04-26T17:05:40.074-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-86495552478628791902008-04-26T17:05:00.000-04:002008-04-26T17:05:00.000-04:00Thanks mad,<BR/><BR/>I'm with Mr Shax on this one. The more crowded a space gets the more worried I get. I much prefer when a space is relatively empty. Solar was much easier to invest in, in late 06 and early 07 then it was by the summer and that let to hectic ups and downs. Same with fertilizer of late. <BR/><BR/>With the Wall St game its better when analysts are behind the curve... what happens is they are behind the curve for so many quarters in a row, then finally they throw in the towel and ratchet up estimates. At some point they get it to a point that even the company cannot make the number and suddenly 50% year over year growth is "disappointing" and the stock drops 30% in after hours. That's how all these end, and this will be no different. I hope its still a few more quarters out :)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-77537637416664056952008-04-26T01:02:00.000-04:002008-04-26T01:02:00.000-04:00**Currently, RBC Capital has the Street high $300 tgt on POT.**<BR/><BR/>I was much happier in 2003 when Wall Street didnt know a mine from a hole in the ground, and commodities were a "cyclical" sector to them not to be touched with a 10 foot pole, and fertilizer was something that smelled funny, and Chinese economy was going to collapse anyday, and oil was up because of a "$20 terror premium", and yadda yadda... <BR/><BR/>Now that these guys who've been wrong for 5 years jumped on the bandwagon I am still long commodities but feel much less comfortable.shaxmatisthttp://www.blogger.com/profile/07220757563758396222noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-43720590959555268932008-04-25T20:20:00.000-04:002008-04-25T20:20:00.000-04:00you saw the JP Morgan note on POT over on notable calls right? This estimate increase is swinging for the fences.<BR/><BR/> Potash (NYSE:POT): JP Morgan raises 2009 EPS est way high - expect a positive reaction<BR/>JP Morgan is out with a major earnings change on Potash (NYSE:POT) this morning raising their 2009 EPS est to $18.50 from $11.75 a share (vs. consensus $12.70).<BR/><BR/>Firm's 2008 earnings estimate goes to $10.50 from $8.95 a share.<BR/><BR/>Currently, RBC Capital has the Street high $300 tgt on POT. This tgt is based on their 2009 EPS of $15.02, which is over $3 lower than JPM's new EPS est<BR/><BR/>hmm maybe a few people here and there are starting to catch on.madhatterhttp://www.blogger.com/profile/09190401467783694097noreply@blogger.com