Exit Case: The Mosaic Company (NYSE: MOS)

Company Overview: The Mosaic Company (NYSE: MOS) is engaged in the production and marketing of concentrated phosphate and potash fertilizers. It operates through three main segments: Phosphates, Potash, and Mosaic Fertilizantes.

MOS has been a part of the ‘Value Model Portolio’ since July 30, 2024. Therefore, an 'Exit' stance from the Value Model Portfolio is recommended on the stock at the current market price of USD 36.80 as on June 05, 2025 (10:30 am PDT).

MOS’s Daily Chart

New Entry:  SoFi Technologies, Inc (NASDAQ: SOFI)

Overview: SoFi Technologies, Inc (NASDAQ: SOFI) is a digitally focused financial services provider offering a comprehensive, member-oriented platform. Through its range of lending and financial products, the company enables users to borrow, save, spend, invest, and manage their finances all in one place.

Technical Analysis: SOFI Technologies is exhibiting a bullish momentum, with the price trading above both its 21-day and 50-day moving averages, supported by a recent bullish crossover. The RSI at 60 indicates positive strength without being overbought, and rising volume adds confidence to the upward move.

Considering the above mentioned factors, technical analysis, support & resistance levels, key risks and outlook an ‘Entry’ is recommended in the ‘Value Model Portfolio’ at the current market price of USD 14.01, as on 05 June 2025 at 10:25 AM PDT.

Support and Resistance Summary

One Year Technical Price Chart (NASDAQ: SOFI)

Note 1: Past performance is neither an Indicator nor a guarantee of future performance.

Note 2: The reference date for all price data, and currency as of 05 June 2025. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings.

Disclaimer

This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision.

Model Portfolio has been prepared for illustrative purpose only and does not consider the objectives, financial situation or needs of any investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the value of investments can go up or down.