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Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $24.7000 on 2016-12-06

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Date Signal Expert Opinion Price
2016-11-25 COMMENT Jon Vialoux

There has been a tremendous base occur over the last few months. The chart shows this is bumping up against its resistance right now, at about $24.50. It is slowly grinding higher and breaking the overhead hurdles. Following the prolonged period of range trading action, this could break higher. Upside potential is about $4-$5 from its $25 point. The period of seasonal strength for fertilizer stocks, particularly potash, is positive through December all the way through to about February. You could play the broad basket of fertilizer stocks through the ETF SOIL-T.


Price:
$23.810
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-10-25 DON'T BUY John O'Connell, CFA

(Market Call Minute.) Avoid this. The company has been buying back stock, bloating its balance sheet, and ultimately it is a commodity seller. There is no shortage of potash in the world.


Price:
$22.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-24 WEAK BUY Michael Underhill

AGU-T vs. POT-T.  How much are the stocks going to be worth after the merger?  A lot of the value has been squeezed out of the play.  POT-T is more of a deep value play.  POT-T will give you a little bit better yield and is his preferred.


Price:
$22.370
Subject:
GLOBAL AGRICULTURE, INFRASTRUCTURE & TIMBER
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2016-10-19 HOLD Gavin Graham

Merging with Agrium (AGU-T). If they can take the costs out like they say they will, this will be a better balanced company.


Price:
$21.370
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-13 HOLD Michael Simpson, CFA

The merger with AGU-T is subject to regulatory approval.  He would pick the timing to get in.  He was hoping from the new company he would get a company with only the retail assets.  POT-T will take longer to recover because of the supply levels.  He will make a decision closer to the deal closing.


Price:
$21.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-10-07 DON'T BUY David Cockfield

This has never been a favourite. It is a one product company. They have had various misses including mine floods. Combining with Agrium (AGU-T) makes more sense. He wouldn’t buy either right now until the dust settles on the merger.


Price:
$21.210
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-10-03 BUY Lyle Stein

They have been all in the news with the merger.  POT-T is at an interesting point in its cycle.  The price has fallen as part of the cartel breaking up in Europe.  Capacity is coming off and this is the secret to knowing when to buy.  Pricing will recover as supply comes off.  Then they added AGN-T with its retail distribution and that is a plus for them.  You have to look 2 to 3 years out.  One of the problems is that they cut their dividend.  He thinks the story will hold, but not be the sexiest story for the next little while.


Price:
$21.200
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2016-09-28 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

At around $20, this is probably a no-brainer.


Price:
$21.380
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-09-23 COMMENT Greg Newman

He doesn’t own this, but does own Agrium (AGU-T), and they are going to have to show him whether to be part of that combined entity. Potash is a commodity and is a long term play on the price of the commodity. Whereas Agrium is mostly insulated from that with their retail operations. He would be careful about this one here. Maybe buy it when it really sells off.


Price:
$21.000
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-09-14 WAIT Rick Stuchberry

Potash (POT-T) or Agrium (AGU-T), or wait? He would wait and let the dust settle. In general terms, it is a good idea. There will be a consolidation and there will be lots of savings and lots of synergies. What you don’t know is what the consolidated situation is going to look like, and how many shares you are going to get.


Price:
$21.130
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-13 COMMENT Christine Poole

Her primary holding in this space is Agrium (AGU-T). You have to take a longer-term view of this sector. Arguably we are at the cyclical lows for potash. They are merging with Agrium, which will give shareholders a more defensive earnings profile via Agrium’s retail operations. When the potash cycle turns and starts to move up, this is going to be a very strong company.


Price:
$21.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-09 DON'T BUY Norman Levine

(Market Call Minute.) This is in the takeover area, not the investment area, so he has no interest in this. It is pure gambling now.


Price:
$22.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-08 COMMENT Matt Kacur

They may merge with AGU-T.  He would like to see it go through.  He feels it is necessary.  Return on capital has been declining for 5 years.  It is a tough business.  He would not be in it without the merger.


Price:
$22.400
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2016-09-08 COMMENT Steve Belisle

They cut their dividend in the summer, and it is very difficult from here to know what is going to happen. There are discussions on a merger with Agrium (AGU-T) at this time. A very difficult market to assess because there is a cartel that basically broke down, and there is overcapacity in the industry. He would be very cautious about the stock and industry overall. Dividend yield of 2.3% is more sustainable than it was.


Price:
$22.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-30 COMMENT John Stephenson

There is a potential merger with Agrium (AGU-T), which is probably good for this company, but not so good for Agrium. This company has really struggled lately. A merger would create a behemoth and would probably get through regulatory scrutiny, but it will control roughly 62% of the potash production domestically and 30% of nitrogen and phosphate. It would essentially be a cartel. This is a response to weak prices and oversupply, particularly in the potash market. To really extract value, you are going to have to see layoffs.


Price:
$23.300
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
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