POT

November 6, 2006
Barrons

POT (133) - fertilizer (profit from corn and beef demand). Digs it out of ground (deposits from former seas evaporating - Saskatchewan)

Only company with spare capacity (75% of world's excess capacity), 17% of world's supply

Competitors - AGU, MOS
Ownership stakes in Arab Potash, SQM, Israel Chemicals and Sinofert

Expected earnings, $5.35, $6.90, $7.60 in 06, 07, 08