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Agrium

Stock Symbol: AGU-T

Notes:fertilizers

Last Price Recorded: 93.8400 on 2013-05-21 01:14:01

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Date Signal Expert Opinion Price
2013-05-15 WEAK BUY Todd Johnson

They used to own it, and have sold it on the way up. He likes the business and management. The stock has risen a lot and there is some weakness in nitrogen pricing. You could buy it here, though because it is a strong business.

 Price:
$92.470
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
No
2013-05-09 DON'T BUY David Burrows

This is the time of year to buy agriculture.  But there are headwinds.  Late US crop due to weather.  Nat Gas prices are higher and it is an input cost.  Second quarter is the big one for them.  Weather could hold back some of their orders.  He would prefer Monsanto.  He is short the stock.

 Price:
$95.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 WAIT Hap (Robert) Sneddon FCSI

It was a seasonal play for him.  It is later in the year.  It broke down from its uptrend.  POT would be a better place for an execution/valuation play.

 Price:
$95.000
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
No
2013-05-03 HOLD Keith Richards

He tends to use a bit of seasonal analysis.  For this sector it is often weak at this time of year.  You can see it peaked in January.  Now we have broken an area of support.  It is the neckline.  Not all that positive yet.  He might be tempted to trail a tight stop behind it.

 Price:
$90.690
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
No
2013-05-02 COMMENT Rick Stuchberry

Fundamentally a good company. You have to let the market digest things a bit.  The current corn crop is a bit late, so there may be a bit of a lag in AGU going up.  Upcoming earnings expected to be 19% lower but are already built into the price.  It could be a trading range stock at $80-$100.

 Price:
$90.270
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Unknown
2013-05-02 BUY on WEAKNESS Alex Ruus

(Market Call Minute.) Likes the company. Macro overview is a little bit weak in the short term. If it dropped another $5 he would probably be a buyer.

 Price:
$90.270
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-04-30 HOLD Lorne Steinberg

Fertilizer is a long-term growth business but farmers don’t have to buy it every year. If corn and grain prices are high, they’ll buy more fertilizer and get the value out of it. If those prices are low, they live with less fertilizer. He is looking at this one.

 Price:
$92.350
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
No
2013-04-29 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Low 90s was first area of support.  We are at a 50% retracement from the highs.  Would be an area to nibble away at it.

 Price:
$94.000
Subject:
NOT APPLICABLE
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-29 DON'T BUY Brian Huen

Fast money is finally out of the game.  Real world, what happens here?  A little expensive.  A good retail franchise.  Prefers POT from a valuation perspective.

 Price:
$94.000
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Unknown
2013-04-22 PAST TOP PICK Peter Brieger

(Top Pick Apr 25/12, Up 0.01%) Likes it for a 3-5 year hold.  Growth of population and developing nations’ middle class require more and more food.  Extreme weather conditions have created doubts about demand for fertilizer this year.  Likes this one for its retail exposure.  He would buy it.

 Price:
$93.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-19 TOP PICK David Cockfield

Thinks the Janna business is over with. Sales integrated with the product production is excellent. Well-run company. Global. Big in North America. Has dropped into a buying range. Good way to participate in a growing agriculture sector. Yield of 2.17%.

 Price:
$94.530
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-18 COMMENT Barry Schwartz

Proxy fight regarding the splitting of the company now seems to be over. The recent tragedy in Texas may be an opportunity for it. Likes the retail space that it is in. A commodity stock and they have no control over the prices. Corn prices have come down a little bit so farmers may be less flush with cash. If you have a very, very long-term horizon, just pop it into your portfolio and don’t look at it.

 Price:
$94.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-04-16 COMMENT Colin Stewart

Thinks this is getting more interesting with the recent pullback. Janna Partners bid, (big US hedge firm who was trying to get them to spin out one of their businesses) was unsuccessful. As this played out, the stock has come off quite significantly and trades at a pretty low multiple, 10X earnings, and pays a 2% dividend yield. On his radar screen. Could be an interesting name to look at.

 Price:
$94.600
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2013-04-12 HOLD James Telfser

You need all the stars to be aligned to own this. He benefited from the Janna Partners coming into this name and rode it up to $110. Natural gas prices have been slowly creeping up, which is a big input cost for them. If natural gas prices are going to stay up in the $4 range for a while, this will start to hurt margins. Still likes the company for the wholesale and retail.

 Price:
$94.590
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-09 COMMENT David Burrows

A tug-of-war where Janna is trying to split the company in order to find value. This will take some time.

 Price:
$96.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
Showing 1 to 15 of 575 entries
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