We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where The Mosaic Company (NYSE:MOS) stands against other stocks that Jim Cramer discussed recently.
On Tuesday, Jim Cramer, host of Mad Money, broke down the day’s market movements as he pointed to rising bond yields as the main force behind a series of notable shifts in stock performance.
“Every day around here, we have a referendum on stocks, and you can’t let it get you down because tomorrow’s vote can always be different from today’s… Why is it like this?… Well, the answer is a mischievous one.”
READ ALSO Jim Cramer’s Recent Thoughts on These 15 Stocks and Jim Cramer Put These 12 Stocks Under the Spotlight
Cramer offered a broader perspective and explained that on most days, individual stocks respond either to the movements of other stocks or to the overall direction of the market. He said that the market, in turn, often takes its cues from the bond market, which he described as its “much larger sibling.”
On Tuesday, he noted that the bond market heavily influenced stock prices. He highlighted that every downward movement in bond prices, which translates to higher interest rates, was met with negative reactions from the stock market. According to Cramer, such a relationship meant that rising rates handed the advantage to the market bears and tipped the scales in their favor during daily trading.
“So here’s the bottom line: The good news is that rates can also go up and not just down by the time we get a budget deal. The bad news is that rates are threatening to break out to the upside. And if they can’t stay calm, if they jump to a new, higher level while Congress works on the budget bill, we’re liable to have more days like today, where you need a plethora of positive themes for any given stock to break free from the gravitational pull of these darn miserable Treasurys.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 20. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A team of scientists in a laboratory observing the sophisticated engineering of specialty chemicals.
The Mosaic Company (NYSE:MOS)
Number of Hedge Fund Holders: 41
In response to a caller’s question about The Mosaic Company (NYSE:MOS), Cramer remarked:
“This weekend, when I was at Total Wine & More up there in Norwalk, I was shocked. Someone came to me and said, what do you think about Mosaic? I said, well, you know what, I think it’s just, it’s killer. It’s killer. But it is hype, it is just like a parabolic move. If I come in now, I think I am too late…. I’m going to have to say, [don’t buy, don’t buy] because it’s just up too much. It’s up too much. I’m sorry.”
Mosaic (NYSE:MOS) manufactures and sells concentrated phosphate and potash fertilizers, animal feed ingredients, and industrial products. The company operates mines and production plants, providing various fertilizers and agricultural services, including nutrient blending. It also handles blending, bagging, and distribution at its facilities.
White Brook Capital Partners stated the following regarding The Mosaic Company (NYSE:MOS) in its Q4 2024 investor letter:
“The Mosaic Company (NYSE:MOS) had a tough 2024 as well, but is strong so far in 2025. Mosaic sells two commodities globally and has a retail distribution network in Brazil. Of the two commodities, Phosphate is historically strong and looks to at least hold that strength in 2025 with demand far exceeding supply and new use cases in high capacity batteries taking increasing amounts of phosphate out of the fertilizer supply base. Potash on the other hand is well supplied and subject to international politics. In typical Biden administration policy weirdness – Belarus, Russia, and Canada are the largest exporters of potash globally – as a result of Belarus’ support of Russia in the Ukraine War, Belarus’ potash is sanctioned by the United States. Russian potash isn’t, and it has flooded the United States and the world as Russia seeks to pay for its war. Adding a wrinkle, Canadian potash, which supplies much of the United States’ needs, but competes at the next lowest price, in this case Russian potash – is likely to be tariffed by the Trump administration. Even more interestingly, Mosaic, is a Florida headquartered company with the largest US Phosphate mine, but it supplies potash out of Canada. We will see how the next few months affect Mosaic, it could be beneficial.
The Company’s Brazilian distribution arm’s contribution to the consolidated company suffered from the poor foreign exchange rate of BRL to USD, but continues to grow its market share.
While this investment is long in the tooth for White Brook, the stock is extremely cheap, produces very significant free cash flow, has a healthy balance sheet and now that the new CEO is almost a year in his new role, I expect value creation for the equity to be imminent or for the position to exit the portfolio.”
Overall, MOS ranks 9th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of MOS as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MOS and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
