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| PAST TOP PICK | 55.370 | Stan Wong | (A Top Pick Jan 13/11. Down 30.7%.) Stopped out at $56. Still continues to like the agricultural space longer-term. | 2012-01-26 | |
| Comment | 53.300 | David Burrows | Seasonally, as you get through January you get into a better seasonal period. He'll watch to see if the seasonal trade starts to develop | 2012-01-05 | |
| Comment | 50.010 | Stan Wong | Got stopped out of this when it moved below the 200 day moving average. Long-term it will do very well. Earnings have been moving up. | 2011-11-24 | |
| DON'T BUY | 71.120 | John O'Connell, CFA | Trading at 15-18 times earnings and longer-term he has a concern of both supply coming on stream. Investors became enamored with all these stocks when there were supply disruptions when Potash (POT-T) became very expensive. | 2011-09-07 | |
| HOLD | 62.790 | Chyanne Fickes | Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here. | 2011-08-22 | |
| Comment | 68.960 | Derek Webb, CFA | This stock looks great right now. Very strong support at around $66-$67. Trading sideways and is not overextended. He is currently writing on this one. Has great option premiums. | 2011-07-20 | |
| BUY | 67.730 | Don Vialoux | Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December. | 2011-06-30 | |
| BUY | 67.260 | Barry Schwartz | Completely spun off from Cargil. Lots of exposure to potash. Stock was upgraded yesterday. He owns POT, so he doesn’t own this one. BHP might look at this one. It might be more amenable to a takeover. | 2011-05-24 | |
| HOLD | 67.720 | Stan Wong | Likes the fertilizer space. Stock has been under some pressure and has been greatly oversold in the last little while. Trading at 60X forward P/E which is a bit of a low over the last 6 months or so. | 2011-05-12 | |
| BUY on WEAKNESS | 68.700 | Ara Nalbandian | 2nd largest potash producer. There is speculation that this could be an acquisition target. Long term outlook for agriculture and potash is very strong. | 2011-05-11 | |
| DON'T BUY | 85.850 | Brooke Thackray | Agrium (AGU-T) or Mosaic (MOS-N)? Agriculture sector did extremely well over the last couple of months. Was into agriculture stocks in July and sold out at the end of December, which is when these stocks tend to do well. Overall sector goes up 15.5% on average over the last 21 years. Seasonally this is a period when agriculture tends to be flat. | 2011-02-28 | |
| WATCH | 82.200 | Jim Huang | Produce a lot of potash as well as phosphate. A big controlling shareholder wanted to sell and the complex transaction needs approval, so there’s going to be a short-term overhang. Once they get beyond this in about 18 to 24 months, they’ll be a takeover target and catch up to their peers. | 2011-02-24 | |
| BUY | 86.270 | Bruce Campbell | Prefers over Potash (POT-T) and you get it for about 60% of the value of Potash. Could be a take out in the next couple of years. | 2011-02-16 | |
| TOP PICK | 80.690 | Stan Wong | Very strong earnings report on the upside. Account for 14% of the world’s phosphate/potash fertilizer. Ethanol demand is moving up in the US. Food demand is increasing and changing the emerging markets. | 2011-01-13 | |
| Comment | 77.620 | Charles Lannon | Large fertilizer company. Volatile stock. Trades with price of the commodities like corn. He prefers Monsanto. | 2011-01-06 | |
| SELL | 46.800 | John Zechner | He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc. | 2010-07-23 | |
| BUY on WEAKNESS | 60.770 | Rick Stuchberry | Fertilizer. Agricultural complex is a bit sluggish here but the outlook is going to be okay. Think there will be an opportunity to make some money on this later. | 2010-03-31 | |
| TOP PICK | 59.760 | Rick Stuchberry | Huge international fertilizing company. If we are going to produce the amount of crops that we need, this company will have to be part of that process. | 2009-12-30 | |
| PAST TOP PICK | 44.250 | Bruce Campbell | (A Top Pick April 11/08. Down 63.4%.) One of the large fertilizer players. Likes it for its mixture of potash and phosphate. Looking at cyclicals down the road you should see pretty large pickups in the agricultural side later this year. | 2009-04-13 | |
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| Comment | 45.640 | Brett Hryb | (Market Call Minute.) Doesn't know this as well as its competitor Bunge (BG-N) but on the fertilizer side there will be continued pressure going forward. | 2009-02-09 | |
| HOLD | 86.020 | Michael Decter | Likes Agrium (AGU-T), Potash (POT-T) and Mosaic (MOS-N). Unlike oil and gold, fertilizer prices have not been fluctuating. Strong demand from India and China and a good year for the farmers in North America. Patience will be rewarded. | 2008-09-23 | |
| PARTIAL BUY | 110.470 | Peter Brieger | Given the uncertainty in the market, you could take a half position and take the other half later on. Definite long term Buy. Has a 47% earnings decline in 2010 over 2009.(Doesn't believe there will be declines.) | 2008-08-05 | |
| PAST TOP PICK | 138.780 | Peter Brieger | (A Top Pick July 19/07. Up 244%.) Took profits at about $110. Looking for a reentry point on this one. | 2008-07-16 | |
| DON'T BUY | 124.650 | Paul Thornton | Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now. | 2008-05-07 | |
| PARTIAL BUY | 122.550 | Peter Brieger | Potash has had rampant speculation over and above the basic investment demand. Changes in diets in emerging markets will mean a long, steadily rising demand for high-protein food. Reasonable entry point, but phase your Buy program over a month or two. Long-term investment. | 2008-05-01 | |
| TOP PICK | 121.610 | Bruce Campbell | Large US fertilizer company. Phosphate prices have gone up 31% this month alone. Producers in India have very high costs and to keep producing they need high prices. That benefits this company. You can buy it at 10X earnings and potash is twice that. | 2008-04-11 | |
| HOLD | 113.080 | Peter Brieger | We are heading into a long-term food crisis. Secondly, there is maximization of fields that have already been planted. Also inventories of grains are at an all-time low level. | 2008-02-28 | |
| Comment | 103.370 | David Burrows | If he had to pick one stock in the agricultural sector, this would be his first choice. | 2008-02-15 | |
| BUY | 93.440 | Peter Brieger | Farmland planting is increasing but not very much so they have to get more yield per acre and demand for fertilizer nutrients increases. He has taken a package of 3 Agrium (AGU-T), Mosaic (MOS-N) and Potash (POT-T). Potash has the greatest potential for gain. | 2008-02-06 | |
| PAST TOP PICK | 99.210 | Peter Brieger | (A Top Pick Mar 21/07. Up 247.6%.) Agricultural play in crop nutrients. Sold half his position at $69. For an alternative approach see his Top Pick (JJA-N). | 2008-01-11 | |
| BUY | 61.980 | Peter Brieger | Loves fertilizer stocks. Clearly what will drive the demand for fertilizer stocks is the long-term growth of protein-based diets in the emerging markets. | 2007-11-26 | |
| TOP PICK | 61.940 | Peter Brieger | Very early in it's cyclical cycle. | 2007-10-17 | |
| BUY | 50.070 | Peter Brieger | Growth of wealth in the Far East and other emerging nations has caused a change in dietary habits. Fertilizer companies will be very much in the fore going forward. | 2007-09-25 | |
| BUY | 38.750 | Peter Brieger | A 3 to 5 year cycle story. Related to increased demand for food from emerging markets. All fertilizer stocks in general are attractive. | 2007-08-03 | |
| TOP PICK | 39.830 | Peter Brieger | Running about 17 X PE. Based on the long-term demand for fertilisers the target price earnings ratio is between 16 and 20 giving it a price target of between $48 and $60. | 2007-07-19 | |
| TOP PICK | 27.950 | Peter Brieger | One of the world's leaders in phosphates and potassium fertilizers. Staying on the agricultural theme of his Top picks fertilizers are an important element. Expect the agricultural cycle has a long ways to run. | 2007-04-04 | |
| TOP PICK | 28.000 | Peter Brieger | The world's largest producer of phosphates and some forms of fertilizers. Long-term hold. | 2007-03-21 |
