Looking at The Mosaic Company's (NYSE:MOS) recent fourth-quarter earnings presentation, it's clear that management is encouraging investors to look beyond the near-term pressures and consider the long-term case for the company. Investing in the fertilizer sector offers a classic example of the conundrums presented by highly cyclical stocks. Value trap or long-term buy? Try to pick the bottom, or just buy and wait for value to out itself? And does your target have a long-term structural problem, or is it merely in a temporary and cyclical decline?
As you can see from the chart above, it's been a tough five years for both Mosaic and its key rival, Potash Corporation of Saskatchewan (NYSE:POT).
READ THE FULL EQUITY RESEARCH ARTICLE LINKED
As you can see from the chart above, it's been a tough five years for both Mosaic and its key rival, Potash Corporation of Saskatchewan (NYSE:POT).
READ THE FULL EQUITY RESEARCH ARTICLE LINKED
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