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| BUY | 7.320 | Prakash Hariharan | It was a good time to buy it before today’s 9% increase. The play is the growth in the Chinese fertilizer market. It’s an interesting company. Still a good entry point. Agrium owns 50-60% so could buy it to get into China. | 2010-03-01 | |
| BUY | 7.480 | Jaime Carrasco | Fertilizers and their market is mostly in China. Has been looking at this one and really likes it. Trading at a nice discount to its intrinsic value. Likes food and the emerging markets. | 2009-05-22 | |
| PAST TOP PICK | 6.800 | Veronika Hirsch | (A Top Pick Oct 31/07. Down 56.9%.) Thinks it is down because it is a small cap and is located in China. She has moved on to a larger cap name. Thinks this is a buying opportunity but she prefers the safety of a Large cap. | 2009-02-05 | |
| PAST TOP PICK | 4.220 | Veronika Hirsch | (A Top Pick Oct 31/07. Down 74%.) Dropped as a result of the Chinese market collapsing. She sold when the Chinese market started to fall off. | 2008-11-21 | |
| PAST TOP PICK | 5.430 | Peter Hodson | (A Top Pick Oct 15/07. Down 65%.) Great growth profile. Agrium (AGU-T) owns a piece of it. They don't need any money. If you own, continue to Hold but if you have a 3 year time frame, it's a Buy. Industry is fine. | 2008-11-07 | |
| Comment | 4.990 | Lyle Stein | Hanfeng Evergreen (HF-T), Hanwei Energy (HE-T) and Migao (MGO-T) are interesting plays into China. Have been crushed but give direct exposure to what he expects will be the strongest currency over the next 25 years. You are buying them with multiples of earnings (not cash flows) that are unbelievably low. Wants to look at these more closely and would be buying if he had more time. | 2008-10-29 | |
| DON'T BUY | 9.230 | Ron Meisels | Has a falling moving average. Needs to make a base, which it might at around $8. Not enough time has gone by yet. | 2008-09-03 | |
| PARTIAL BUY | 7.950 | Michael Decter | Good play on fertilizer in China. Go in gently and try to average your entry price over time. Once the Olympic hangover is over and China goes back to work, this could be one that benefits significantly. | 2008-08-18 | |
| BUY | 9.830 | Ken McCord | (Market Call Minute.) Likes it a lot. | 2008-07-29 | |
| PAST TOP PICK | 11.060 | Veronika Hirsch | (A Top Pick Oct 31/07. Down 27.5%.) In the right sector, but being affected by the Chinese market being very weak. | 2008-07-17 | |
| PARTIAL BUY | 11.790 | Peter Hodson | Recently announced expansion in China and in another country. Good shareholder base, great technology and fabulous management but the stock has done next to nothing. Chipping away at this. | 2008-07-08 | |
| WEAK BUY | 11.710 | Bruce Campbell | (Market Call Minute.) Recently pulled back some so you could probably buy it. | 2008-05-26 | |
| BUY | 12.380 | Cameron Webster | An interesting play on fertilizer. Listed in Toronto but the entire business is in China. Very interesting play and you are probably getting up at a decent discount to Agrium (AGU-T). Agrium owns a big chunk of this one. | 2008-05-08 | |
| Comment | 13.050 | David Burrows | Likes the agricultural sector. This company is not quite proven so he prefers to own Mosaic (MOS-N), Potash (POT-T) or Agrium (AGU-T). | 2008-05-06 | |
| BUY | 12.950 | Ravi Sood | (Market Call Minute.) A Chinese fertilizer related play. The market has thrown it out as the Chinese market has sold off. | 2008-04-21 | |
| BUY | 13.220 | Peter Hodson | Agrium (AGU-T) has bought 19% of his company. They helped develop the standard that was set in China for slow release fertilizer. A “stick it in the mattress” stock. Well managed and well financed. | 2007-12-14 | |
| BUY | 13.660 | Lesley Marks | Really likes the outlook for this company. The fertilizer they manufacture is of a higher quality and will increase the yields for the farmers, especially as the intensity and usage of grain increases in the Chinese economy. Long-term outlook is positive. | 2007-11-15 | |
| TOP PICK | 15.190 | Veronika Hirsch | Produces fertilizer in China. Although she only owns Canadian stocks, this gives her some global exposure. Building new plants and she can see the growth going forward for many years. China will need fertilizer for many years to come. Not cheap but not nearly as expensive as Chinese fertilizer companies. | 2007-10-31 | |
| TOP PICK | 15.250 | Peter Hodson | Slow release fertilizer, which helps the Chinese food problem. Have the formula that was just adopted as the country standard. Gives them a huge competitive edge. | 2007-10-15 | |
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| Comment | 14.760 | Hugh Cleland, CFA | Transformed itself with a deal with Agrium (AGU-T). Very close to becoming a fully integrated producer of fertilizers in China. Technically, it is testing a double top, which could be a short-term risk, but in the long-term it could be okay. | 2007-09-28 | |
| TOP PICK | 12.590 | Veronika Hirsch | A fertilizer play in China. Agriculture is a very good theme at this time. | 2007-08-01 | |
| TOP PICK | 13.280 | Bill Carrigan | Had a massive consolidation for the last several years and had a breakout at the beginning of this year. Feels it is just beginning to move. | 2007-07-10 | |
| BUY | 12.380 | Peter Hodson | Slow release fertilizer in China. Great technology. Agrium (AGU-T) bought 19% of the Company. | 2007-07-05 | |
| TOP PICK | 10.130 | Ian Nakamoto | Manufactures environmentally friendly slow release fertilizers. Have about 10 employees in Canada and 700 in China. Good sense of corporate governance. Good way to play an emerging country. | 2007-05-14 | |
| TOP PICK | 9.380 | Veronika Hirsch | Chinese fertilizer play. Agrium (AGU-T) has just acquired 20% of it. Buy on any kind of a pullback. Good story for the next 3 to 5 years. Joint venture with PetroChina giving a better margin product. | 2007-04-18 | |
| WAIT | 2.080 | Peter Hodson | Doesn't know the company that well, but would like to wait a couple of quarters to see how they do. | 2004-07-08 |
