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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (21205)	4/29/2005 1:17:09 PM
From: Suma	Read Replies (1) \| Respond to of 78750

Paul have you checked your MEH.. SHE is a flying. I think that I will follow you into these small caps.. Great pick.

To: Paul Senior who wrote (21205)	5/4/2005 8:38:44 PM
From: Volsi Mimir	Respond to of 78750

potash and such companies.... FMC gave a good talk about this in their segment of BofA Basic Industries Conference..... can link to from FMC Conference Calls webpage for a while... a couple of days... 1- potash is sold out 2- china demand for it is growing higher than domestic chinese companies can produce-- means export to and lower import from and pricing is increased. Ag side-- quite a few companies profited from Brazil's (if you are a greenie, don't listen) expanding agriculture and at least for FMC their patents remain on their chems in that region not like north america... if you don't want specific FMC but want more general then about 20-22 minutes into presentation: phx.corporate-ir.net 1Q estimate for FMC was raised over .71 guidance a month ago so analysts put down .88 and it turned out 1.11 (1.67 with a prop sale)-- guidance for rest of year left the same and was questioned by these guys who felt those Q's should be higher, but management resisted..... could be a good one for a few years depending on macro economics rather than demand. good stuff....