Jul. 8 at 10:26 PM
$MOS
Potash is still solidly profitable, the dividend yield is strong at around 4%, and management is cutting costs to protect the balance sheet. Several analysts remain bullish but proceed with caution.
Near-term earnings are messy, that’s why I think stock is this cheap. But for a cyclical name, that’s often when the setup gets good.
Bottom line: beaten-down price, solid dividend, and a possible turn ahead in the fertilizer cycle.
Not investment advice, just tracking this one.
