MOS - Mosaic Is Good But CF Industries Is Better

• Now is a good time to consider adding agricultural stocks to hedge against inflation and geopolitical uncertainties.
• Leading stocks like Mosaic and CF Industries are attractive candidates.
• Profitability is near a peak level in a decade, yet valuations are in the single-digit and very reasonable.
• High commodity prices, record low grain and oil seed stock and the Russian/Ukraine situation all can persist longer than anticipated and create tailwinds for both.
• CF Industries is the stronger buy in comparison. Its higher profitability can more than compensate for its valuation premium and leads to higher total returns.

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