I recently sold POT due to valuation and replaced it with MOS. I feel that the demand for commodities will eventually grow, and companies will need to buy fertilizer. In fact, this could blow up much more than a year ago. So far my move from POT has been inconsequential. I realize this has a low Zacks Rank and recommendation, and this is a long term pick based upon a trend and the relative valuation compared to past pricing.