STOCKCHASE

AGU is cheaper. The problem they have both been having is that there is excess inventory of potash and hurting the price. India and China are resisting the higher price but longer term he would recommend it.

2012-01-25

Comment

46.670

Has been hurt the last few months. People are worried about rising inventories and there has been some pushback on price increases. There is a lot of negativity in the sector right now. At the end of the day, this is a great company with terrific reserves. Valuation of 10X earnings is the cheapest it has been for a very long time.

2012-01-16

Comment

45.800

Gavin Graham

Have been mothballing some production and farmers have been holding off on buying. However farmers cannot not fertilize fields. Expect to see a fall off in profitability in the short term, but longer term (18 months to 2 years) it will grow very nicely.

2012-01-13

BUY

44.170

Laura Wallace

You can buy it here – an interesting opportunity. Some concerns near term about what the planning season will be like. Farmers are doing well and will fertilize. You have a rising world wide middle class so increasing demand on fertilizer.

2012-01-12

Comment

44.170

Douglas Kee

A good company. Dividend is not attractive and not going up fast enough for him. Longer term the Ag story works. He doesn’t own any at this point because none yield a big enough dividend or grow it enough.

2012-01-12

BUY

44.360

Market Call Minute: Tricky condition. Every day you hear of another mind being closed down somewhere.

2012-01-10

BUY on WEAKNESS

44.360

Ross Healy

Was thinking if it fell back to $34-37 he would take a swing at it. Caller was asking about shorting it but he would not do that.

2012-01-10

DON'T BUY

42.620

John O'Connell, CFA

There is a very close correlation with food prices and food prices have been moderating. Cutting production in some of their mines. There is no shortage of supply of potash. He would prefer BHP Billiton (BHP-N). Try to get it under $70.

2012-01-09

BUY

43.960

Christine Poole

Just recently announced they were shutting down 2 of their Saskatchewan mines for 6-8 weeks. This reflects the fact that they will produce to supply to keep the market in balance. Near-term we are seeing delayed demand for potash. Company thinks the market will be quite tight for 2012 with a pretty good selling season into the spring. In the long term, farm economics remains quite positive.

2012-01-05

Comment

43.960

David Burrows

It appears that there is lots of supply in the fertilizer space. In fact people are talking about cutting back production. Seasonally, as you get through January you get into a better seasonal period. Technically it is challenged.

2012-01-05

DON'T BUY

42.110

Don Vialoux

Technically not looking good at all. The last half of the year should have been a good period seasonally. It just bounced when it should have gone negative due to the end of the season. He would stay away from it at last for now. The trend is not there and the seasonality is just not there.

2011-12-30

Comment

39.980

With any commodity stock, there is no telling where the bottom can be. Potash pricing has been fairly flat. There has been more and more M&A activity taking place in potash. With this one, you are playing a one commodity bet. As the potential to do very well, but also the potential to be weighed down for the time being.

2011-12-19

Comment

40.580

Reason for weakness has been that inventories have been building up as the Chinese, Indians, etc back off from paying their prices. They have taken some production out of service. Likes it for the long term.

2011-12-16

BUY on WEAKNESS

40.250

Chart shows a down channel. Any up side move would probably create selling. We are at the end of this seasonal time of the year for the agricultural sector. Broke down through its 125 day moving average recently. Looks cheap, but will probably get cheaper and he would love to get it in the low $30's.

2011-12-15

Comment

41.740

Fertilizer companies have moved into a period of unease. They have no expectation of rising potash prices but instead, falling prices. They have announced interesting cutbacks in production. Dragging down some of the other fertilizer stocks.

2011-12-13

BUY

41.270

Jason Donville

(Market Call Minute) Agri story is still in tact. Stock is cheap.

2011-12-12

HOLD

41.570

Colin Stewart

Recent concerns about a slowdown in China. Have also been recent negotiations between potash groups and China and India for pricing and volume. Planning on cutting production by 7% in 2012, which is really a negotiating tactic. Good for the long-term.

2011-12-09

HOLD

41.570

Fertilizer stocks tend to be pretty volatile. If you were going to own a fertilizer stock, it would tend to be Agrium (AGU-T). These stocks will all come back. It is a great industry with real demand for their product.

2011-12-09

BUY on WEAKNESS

41.960

John O'Connell, CFA

Potash prices track very closely to food prices and food prices have been weakening recently. India, which is one of the largest countries for potash, refused about 35% of their normal quota when potash producers refused to lower the prices. There is probably also some tax loss selling. He has his eye on this one for a possible potential purchase but would prefer to see it in the high $30's.

2011-12-08

Comment

44.080

Bruce Campbell

Prefers Agrium (AGU-T). If buying, consider taking only a part position now and the balance on any pull back.

2011-12-07

BUY

43.990

Andrew Cook

Like most resource stocks, it has been going down for the better part of a year. However, global fertilizer demand still remains strong. This is an opportunity.

2011-12-06

DON'T BUY

44.140

Buying options. $55 strike in January and $60 in March? He is not a big believer in buying options. He only sells because when you buy the probability of making money is quite low. BIf you do, you’ll make a lot of money.) If you sell, you’ll always make money but you'll never make a fortune.

2011-12-01

BUY

43.610

Mike S. Newton, CIM FCSI

Got stopped out of this but is a lot of interest to him right now. You definitely want to be holding this based on the boom in agriculture and the pricing.

2011-11-28

DON'T BUY

42.940

Veronika Hirsch

Fantastic company with good management and good products. The problem is that potash is an ingredient that you can skip 3 years compared to other fertilizers and nutrients. During financial difficulties, farmers will skip potash.

2011-11-25

PAST TOP PICK

43.010

(A Top Pick Nov 18/10. Down 9.3%.) Had a 3 for 1 stock split. Long-term trend with agriculture is upwards. Still likes.

2011-11-24

Comment

43.840

Karl Berger

Really likes the commodity agricultural story. This is a great way to play it. You have to be prepared for volatility over the next little while. Nothing wrong with it as a long-term holding.

2011-11-22

STRONG BUY

43.960

From the last earnings report, they are doing everything right. They've expanded their mines, the price for potash is increasing, inventories are decreasing and everybody has to eat. Very cheap.

2011-11-21

BUY

44.440

Jamie Horvat

Continues to remain positive on this for the longer-term. Pretty good net margins, which continue to grow. Short-term, BHP Billiton (BHP-N) is talking about 16.5 million tons of capacity that they want to bring on, is affecting the stock negatively.

2011-11-18

BUY

46.890

John Stephenson

Many people think there is a lot of upside in this name. It's one of the critical nutrients and we have missed a cycle or 2 of application. Likes the fundamentals for the agricultural names.

2011-11-15

Comment

47.450

Jaime Carrasco

If you are a long-term focused investor and are looking for long-term investments, this is a great one. Will be a good blue-chip hold.

2011-11-11

BUY

47.000

Fell on hard times during 2008. Has come back a little, but not that much. Demand for fertilizer globally right now is a little slack. World’s grain supply and demand is pretty much in balance meaning that all it takes is a natural disaster to cause an imbalance.

2011-11-10

WEAK BUY

49.620

If you want to play the overall fertilizer space this will be a good compliment to Atrium but get Atrium first.

2011-11-08

DON'T BUY

47.450

John O'Connell, CFA

Just bought on the NYSE (US$50.70). Was this a good idea? In the short term, you want to have US$’s. Given the weakness in the global economy, the Cdn$ is probably vulnerable. Food prices globally have been moderating. Food prices are always a good leading indicator of potential potash sales.

2011-11-02

WAIT

46.500

Lorne Steinberg

Great company, incredibly well positioned. Shares have bounced back a little bit. Wait a bit. Long term it is a good growth story. It is not cheap enough yet. Subsidies for ethanol are going away, requires corn, so crops will be replaced by something else.

2011-11-01

Comment

47.180

NDP is promising to raise government royalties if they are elected in Saskatchewan on Nov 17. Stock has taken a hit. Need for food is bound to increase globally. There are other ways to the agriculture and the stock is you more volatility.

2011-10-31

Comment

47.180

A cyclical stock. The world's leader in potash. If th sector goes up strongly, it should help the stock.

2011-10-31

WEAK BUY

49.730

Prakash Hariharan

The trade is flat right now. Unless there is another catalyst like a takeout offer, it will be flat until December. But it is a good stock to hold for 3 years.

2011-10-28

TOP PICK

50.460

Brooke Thackray

A very strong trend for Potash at this time of the year. We are moving into the strong part of the trend. Pick exit spots perhaps in January. He is looking to get back into POT.

2011-10-27

BUY

49.750

Steve Carlin

Likes it. Potash fundamentals keep getting better from a supply/demand perspective.

2011-10-26

DON'T BUY

49.210

David Burrows

One of those companies that a lot of people care about. People have been looking to make some money back. Seasonally we are headed into a period that is tougher for agri. People will all decide to jump back on the things that worked in the last rally. He would like to reduce exposure to resources over the next 2 months.

2011-10-25

BUY

49.630

Likes agriculture but his preference is Agrium (AGU-T). Feels that potash will be in short supply for a long time. Feels that fertilizer should be in everybody's portfolio. Because of the poor yield, his weighting is only 2%.

2011-10-21

TOP PICK

49.080

Likes long-duration assets and this one has 200+ years of supplies. Below $50 is an excellent entry point. With this you have $10 per share of other companies. Expecting they will earn $4 this year and $4.50 next year. There is no new supply coming on stream until about 2013.

2011-10-20

BUY

48.860

Likes agri space long term. One of the most highly levered agri plays. Continue to hold it. Not too bad as an entry point right here.

2011-10-19

PAST TOP PICK

50.080

Ian Ainsworth

(A Top Pick Aug 4/10. Up 31.59%.)

2011-10-12

Comment

49.490

Brian Acker, CA

He was praying for $38 but it is doing well today. Great buy level at $38. His model price is $54.58 a 17%-18% upside.

2011-10-11

Comment

46.550

Lyle Stein

Outlook for potash probably hasn't changed dramatically. Ultimately, the agricultural story has not completely disappeared. Feels the stock has been over punished relative to the commodity.

2011-10-05

DON'T BUY

44.130

Ron Meisels

This stock is now in a very critical situation. If it breaks down below $45, he will probably sell his holdings because of its lower highs.

2011-10-03

PARTIAL BUY

45.500

Dennis Da Silva

Fundamentally positive on the demographics for agriculture. This is one that you could trim and add to in periods of volatility. Should be a core holding if you believe in the longer term trend in potash use.

2011-09-30

Comment

45.500

Bill Carrigan

Chart shows it was holding quite well at around $52 and just recently had a drop. He tends to think this is a false move. Feels it is in an uptrend.

2011-09-30

BUY

47.050

James West

Demand for potash is not going anywhere but up. Not an easy thing to put another potash mine into production. Excellent long-term prospect for the conservative portfolio.

2011-09-28

TOP PICK

58.340

Ron Meisels

Huge base, then a secondary base that it is just about to break out of. It has everything going for it. Up trend should last into next year.

2011-09-06

BUY

50.130

Once you get under $50, this is a buy. Market for fertilizer is great globally. This is probably the premier potash producer in the world.

2011-08-19

BUY

51.380

Likes this company but has focused more on Agrium (AGU-T) because of their nitrogen, it is cheaper and their wholesale/retail aspect. Asian population growth by 2025 will be up by 770 million.

2011-08-18

DON'T BUY

54.180

Bill Harris, CFA

Hopefully they make $4-$5 a share next year in this good agricultural market, but a cyclical business like this should trade at 10X earnings i.e. $40. Owning this you are actually playing that potash prices go up, which is really hard to predict. Would rather wait until it gets hit and drops 30% or more.

2011-08-17

BUY on WEAKNESS

54.220

Below $50 would have been a good time to buy. Likes this one for the long-term. Good things are going to happen. They are growing their mines. Potash prices have seemed to stabilize and going higher. Wildcard is that corn prices are going down so farmers will need less potash.

2011-08-11

BUY

49.110

Rick Stuchberry

Agriculture stocks have done very well through this period. Hasn't been as oversold as banks, financials and the oils. There will be good demand next year on the potash side.

2011-08-08

WATCH

49.110

If we get some stability in the market, these are places are going to get well quickly. Seasonality for fertilizers is from July into later fall.

2011-08-08

BUY

51.990

Gavin Graham

Pretty cheap and now would be a good time to buy.

2011-08-05

HOLD

55.160

Just came out with some excellent earnings. Predominant player in potash. He would hold off buying until the situation in the US is settled. If you own, this is a good long-term hold.

2011-07-29

DON'T BUY

57.570

There have been increases for the prices of nutrients recently and will bode well for share price. The valuation is not compelling enough for him to get into a one-product company.

2011-07-26

BUY

58.500

You just have to look around the world to see what is happening with the weather and crops conditions and crop forecasts to realize this company is in a remarkably good place. Expects potash prices to continue to increase.

2011-07-22

PAST TOP PICK

57.550

(A Top Pick May 24/11. Up 0.54%.) Sold June $52.50 Puts for $1.96.

2011-07-20

BUY

57.620

Jamie Horvat

Wait for a stock to bottom out when it splits. There is no incremental supply for potash out there. He would hang on to the name indefinitely.

2011-07-19

BUY

57.620

Jamie Horvat

A producer, not retailer. More expensive than AGU. Likes both of them. Stress on global demand on potash.

2011-07-19

TOP PICK

55.820

Jim Huang

Potash is very strategic and concentrated in only a few parts of the world. This company is the biggest producer and continues to build out capacity to maintain their place in the market.

2011-07-13

BUY

55.470

Don Lato

Likes this company but prefers Agrium (AGU-T). Fertilizer industry is a good place to be with the emphasis on global expansion and the rise of consumers in developing countries.

2011-07-07

SELL

55.220

If you are trading on a short-term basis, consider taking your profits here. It had a great little run. You'll probably be able to buy this later in the summer, September/October, at about the same price. Long-term it looks pretty good.

2011-07-06

BUY

55.080

Don Vialoux

Great time to buy this. From around the end of June right through until the end of December, fertilizer stocks perform very well. Last year it went through to the middle of January.

2011-06-30

BUY

53.520

Michael Decter

Think they will expand their business. Basic economics of potash is that it costs a whole lot of money to drill a shaft down, but once you have it, you can expand. Likes up at around $50 or less and it should be good over the next 12 months and up into the $60's. Try to buy on dips.

2011-06-27

BUY

51.910

Alice Tsang

Likes the agricultural and fertilizer space. With the shortage in grains and food, we will see strong potash prices going forward. BHP Billiton (BHP-N) will take 2-3 years to develop their Saskatchewan project.

2011-06-24

BUY

51.310

Gavin Graham

The stock price will be higher because the demand for agricultural products is going to grow. As farmers get wealthier, they will be able to afford more potash, which is the most efficient fertilizer. Blowing the doors off in terms of its earnings, in spite of the wet season.

2011-06-23

PAST TOP PICK

51.310

(A Top Pick June 17/10. Up 50.16%.) Likes agriculture. There is a tightening supply of crops, etc. Demand continues to grow globally. This should be a core holding.

2011-06-22

BUY

50.620

Christine Poole

Likes agriculture as a group as when emerging markets evolve, there will be more protein-based diets so there will be increased demands for grains and feeds. Fertilizer stocks have pulled back along with the general market so this is a good price entry for long-term investors.

2011-06-20

Comment

50.620

Fertilizer prices are generally increasing. There is a view that demand will continue to grow and this company has been the beneficiary of that over the years. The potash/phosphate market can be very volatile. Worldwide demand should continue to increase over time but there are many suppliers globally. He prefers Agrium (AGU-T) which also has nitrogen and a retail operation. Has never looked cheap to him.

2011-06-20

BUY

50.990

Bullish on the entire agro sector. World food supplies are getting drawn down. Prefers this a little more than Agrium (AGU-T).

2011-06-16

BUY

53.540

Jaime Carrasco

Fertilizers are the only way to get more food out of the land. Agriculture will be a great investment over the next couple of years.

2011-06-14

DON'T BUY

53.540

Challenged by being a big dollar stock. Potash is essential to the world. Action is probably with other potash companies that will probably be taken out.

2011-06-14

WAIT

54.190

Long term hold? This is a global growth story and there is more consumption of specialty foods but this is not the best time to be in it. This is a seasonal play and would wait until late July and into August. There is no rush.

2011-06-02

BUY

54.690

Bill Carrigan

Corrected down to the 200 day moving average and is in a perfect buying opportunity. Trend is higher.

2011-05-27

TOP PICK

51.750

Sold June $52.50 Calls for $1.96 on May 23 when stock was $52.28. This stock is one of the best writers out there and he makes close to 4% a month on it.

2011-05-24

WAIT

52.310

Paul Gardner, CFA

Potash Corp. He thinks it is very richly priced, should buy it when it is very low around low 40's, problems because it is a very cyclical business, they wouldn't buy at this time.

2011-05-17

BUY

50.960

Michael Decter

Couldn’t find a better long term play than this as they have 400 years of potash. Not a bad entry level. He buys below $50. Fertilizer inventory levels are low. Countries with large populations (China and India) are capable of feeding them in terms of dollars. Fertilizers have a big long run ahead of them.

2011-05-16

WAIT

49.920

Don Vialoux

This is one that you want to buy some time in June. Recently broke down through a key support level.

2011-05-13

BUY

49.170

Great company but agriculture is still in a stage where farmers start to plant a lot. Long term growth is fantastic. Owns Agrium (AGU-T) instead.

2011-05-12

BUY

50.200

Steve Carlin

A top analyst just upgraded this as he sees better pricing for the commodity and better upside in the stock. Especially higher demand in India. Sees good upside.

2011-05-11

BUY on WEAKNESS

50.200

Ara Nalbandian

Long term outlook for agriculture and potash is very strong. Recently had a significant pull back. Long-life asset. Looks interesting here. Be patient when accumulating.

2011-05-11

Comment

51.790

Bruce Campbell

Doesn’t think it would ever get taken over now unless they were in distress. The fertilizers are anything but in distress.

2011-05-10

TOP PICK

50.740

Fallen almost 20% from where it was recently, but the story is still in place. Reported to have 200 years of reserves in the ground. Stock is down. Demand is going to be steady and is going to grow from Asia. There is a lot of talk about world food shortages, which means demand for fertilizers and agricultural products can only increase.

2011-05-05

BUY

51.460

Brendan Caldwell

Going forward, fertilizer companies will do very well over the long term. Agricultural needs are not going to let up any time soon.

2011-05-03

BUY

51.460

Started buying at the start of the credit crisis and are still adding for new clients. Valuation is quite reasonable. Is looking for some strong earnings growth over the next couple of years. It’s a volatile, cyclical business. 400 years of reserves of potash.

2011-05-03

BUY

53.110

Christine Poole

Very good long-term agricultural play. Expanding their capacity from over 11.2 million tons to over 17 million in the next 5 years. Expect fertilizer consumption will increase as meat consumption increases. She has a larger weighting in Agrium (AGU-T).

2011-05-02

BUY

53.450

Alice Tsang

Likes this stock as well as fertilizer stocks. Stock is in about a month of consolidation. Just reported great numbers. Looking at planting season numbers and corn prices, she thinks farmers are wealthier than last year and there should be great demand coming on.

2011-04-29

Comment

55.540

Peter Hodson

Likes the agricultural space. His favourite would be Allana Potash (AAA-X), a junior Ethiopian play, which has great grades and an equivalent value based on some of the larger cap companies that are much higher.

2011-04-26

WEAK BUY

55.540

Jason Donville

Likes the name. A lot of resource stocks are vulnerable to a slow down in China, but POT is in a pretty good state. Earnings have caught back up with it. There is nothing in the agri space that he is passionate on.

2011-04-26

WATCH

55.350

Rick Stuchberry

Agricultural sector has sort of rolled over in the last few months. All the stocks have had a consolidation period, which is normal. In the next 2 months in North America, the crops go in and we’ll know how much and which ones that will apply to this company.

2011-04-21

Comment

54.840

Likes this very much, but prefers Agrium (AGU-T) because its PE levels are significantly lower and it has diversification through its wholesale and retail chains selling farming products to farmers.

2011-04-19

DON'T BUY

53.250

Bill Harris, CFA

Fantastic company but it’s expensive at 15X next year’s earnings. Because it’s so unique it gets a premium valuation. Investing 101 says don’t pay more than 10X earnings for it.

2011-04-18

BUY

53.560

Largest potash producer globally and has a good deal of influence on where prices are. Likes stocks in the agra business and growing food. An international commodity. This stock should do very well.

2011-04-15

PAST TOP PICK

53.990