Motley Fool Strikes!

Never in all my investing days have I witnessed a stock sell off so hard on a 284% per-share earnings pop.

Then again, Mosaic NYSE: MOS did report a 12-fold earnings gain back in April, so I guess 284% is pretty puny.

Of course, we investors are a forward-looking bunch on our best days, anyway, and future results count most to us. Mosaics management must have said some seriously shocking stuff about its outlook to invite a 41% haircut yesterday, right?

Are there liquidity concerns here, such as those hammering General Growth Properties NYSE: GGP this week? Some bad currency bets, like the one that stung Sadia NYSE: SDA? Not at all. Mosaic is sitting on a net cash position, and its manageable debt load is being speedily whittled down. Theres nothing wacky going on with currency derivatives.

The worst thing I heard yesterday is that the phosphate pipeline is better-supplied than it has been for some time. Specifically, U.S. producer stocks were recently 8% above their three-year average. Ooh, spooky

via When 284% Gains Arent Enough .


About zyakaira

Investment Banker, 40s, Bangalore This Biopic and this web recreates how one point of view, one person can impact a tremendous economic engine that the world thrives and mis-thrives on. This one has the knowledge and the civil sense , the art of conversation and some good writing to mentor others as powerful and help global managers develop and fine tune their approach on US markets, China, India and the world. Read on here, and let me know what you need. It can be a race for TRPs, a race for new markets and a race to do what is right. I have the pulse of the crisis, the recovery and the market direction and can help you build and refine your strategy as i have helped thousands of managers and multiple global corporations. Of course, it’s more fun if you talk to me. I am in favor of leading this moving of the economic crisis and will partner with you in a soft and subtle way, just the way we both ride to the top. But you can write with us, opine and just reply with aplomb and shine on Twitter , 4 square , Facebook and any other social “choupal” of choice via zyaadakairaada Profile & Portfolio - SocialPicks Different flavours at:

Posted on December 16, 2008, in Financial Markets, Investments and tagged , , , . Bookmark the permalink. Leave a comment.

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