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| Ron,
Why is it that if a company shows a decent profit, most people think that the customers must be getting screwed? This zero-sum thinking is a falsehood. In free-market transactions, BOTH parties can be made better off by trading.
The only real questions here: 1) what amount of Mosaic fertilizer is it in your economic interests to be purchasing at current prices, relative to alternatives (other companies, using manure, foregoing P altogether, etc)?
2) does any investment opportunity, such as Mosaic, appear to have sufficiently good prospects for future earnings (insert your planning horizon) that it is worth repositioning some assets? | |
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