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Pfizer Inc. Message Board

milachka2001 6 posts  |  Last Activity: Jun 5, 2014 9:54 AM Member since: Aug 13, 2000
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  • milachka2001 milachka2001 Jun 5, 2014 9:54 AM Flag

    Funny, I asked that exact same question to him on May 28. Here is his answer:

    None of the Canpotex members had particularly good quarters but Agrium's was particularly bad. It also expected a less than stellar 2nd quarter and eliminated its stock buyback program. If you take a look at AGU's chart, the biggest drop started after their quarterly report came out and it has remained weak ever since. MOS and, to a lesser extent, POT, have continued with their respective buyback programs. There is also a sense that the market for the potash and phosphates is starting to improve both in terms of volume as well as price. Somewhere between 70%-75% of AGU's revenues come from their retail activity but their best margins come from their wholesale operations. Unfortunately, their nitrogen division is not doing great right now and their mining operations are small compared to those of MOS and POT. AGU continues to spend a considerable amount of CAPEX on an expansion of their potash mine at Esterhazy but given the present market, it is hard to be impressed with that allocation of money. MOS and POT remain decent candidates for increased yields over the next few years while AGU is probably stuck where it is now. India might change its subsidy policy with regard to crop nutrients that would positively affect potash and phosphate sales. MOS and POT would greatly benefit from such a change but AGU not so much.

    I own all three of them and plan to hold onto them for at least the next 10-15 years if not forever. I would like to believe that some of what I have mentioned would explain why AGU has been hit hard of late while MOS, for example, has remained fairly steady.

  • Reply to

    Trendline From 2008 ($150) About To Be Taken Out

    by grawsha2000 May 22, 2014 11:35 PM
    milachka2001 milachka2001 May 30, 2014 6:35 PM Flag

    Thx, I think I'm going to sell straddles or strangles on AGU here. Get some income while waiting for the core position to appreciate (I'm in MOS and AGU).

  • Reply to

    Shorts Are Out of Ammo.....

    by jstokcton May 30, 2014 8:26 AM
    milachka2001 milachka2001 May 30, 2014 9:21 AM Flag

    5/15/2014 68,035,239
    4/30/2014 65,647,607

    Short interest went up another 2.4M in the last report. I doubt the amount of naked shorts can be accurately determined.

    Anyway during that last period MNKD rose from roughly 6.4 to 7 and shorts kept adding in. We'll have to wait for the next report until June 10. I sure hope shorts kept on adding on the way up, but it has to start hurting. My guess is they have started covering.

  • Reply to

    Trendline From 2008 ($150) About To Be Taken Out

    by grawsha2000 May 22, 2014 11:35 PM
    milachka2001 milachka2001 May 28, 2014 10:46 AM Flag

    Abbaman, do you have any idea on the reason for the divergence between AGU and MOS. MOS seems to be holding steady, but AGU has lost a bit the last couple of weeks?

  • milachka2001 by milachka2001 May 21, 2014 4:01 PM Flag

    "These data affirmed that a single weekly injection of hGH-CTP has the potential to replace seven consecutive daily injections of currently marketed hGH, further validating the dosing regimen for the upcoming phase 3 trial. In addition, hGH-CTP demonstrated a very good safety and tolerability profile in this ongoing study, with no unexpected adverse events."

  • Reply to

    Dr. Frost bought another 20400 shares yesterday...

    by thom988 May 14, 2014 6:34 AM
    milachka2001 milachka2001 May 15, 2014 7:52 AM Flag

    Easier to check on insiderinsight.c*m as the doctor buys every day.

    He bought slightly over 250k shares last week and should reach 141M shares (33%) this week.

PFE
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