IPL and POT trading at identical P/E's, Interesting Morgan...

IPL and POT trading at identical P/E's, Interesting Morgan Stanley doesn't buy this selldown and is bullish on fertilizer and put a buy on Mosaic of the US and is the only notable trading below 20.

The arabs are still active buying up prime land in Asia rather than simply importing their food, they have a mountain of mullah and are keen to export for better use. Still think coal has alot left in her yet, China is relentless building huge factories for hydrocarbon energy production and South Africa is trying to work out what to do with its troubles yet, and soon India will wake up and realise it needs electricity to power up all those electrical gadgets and accessories made by its neighbour.

IMO nervous nellies shudder at the thought of an Obama win, but anything to do with the oil price plummeting will set off a chain reaction and unfortunately take fertilizer markets with it IMO, doesn't make sense to me but then again maybe these markets weren't made for sense they were made for dollars, and that is emptying the pockets of the unweary IMO, cheers,n