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

To: Iron Mick who wrote (71973)	1/15/2023 12:36:10 AM
From: Paul Senior	1 Recommendation Recommended By Iron Mick Read Replies (1) \| Respond to of 78753

Potash. I'm holding losing positions in IPI, NTR, and MOS. The stocks are cheap, but maybe product demand is falling, or supply increasing to meet demand. For me, the stocks are too cheap to sell, but not cheap enough to buy more. I plan to hold on a couple of quarters more to see if stock prices will improve. I intuitively like nitrogen fertilizer stocks better. Demand is or should be strong there. With IPI, NTR, MOS regarding phosphates, if demand increases, managements "simply" have to dig more out of the ground. Unlike with nitrogen, which is produced in manufacturing plants and so supply is not so "easily" increased.