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Notes:potash
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-16 | BUY | Stan Wong |
Owns Potash because the stock price came so low and he feels there is value there. Dividend increased today, and will increase in the future. Tweet finance |
Price: $44.670 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | WEAK BUY | Bruce Campbell |
Probably nitrogen is going to have a bad quarter. Long term he owns some, but prefers another which is a TOP PICK tonight. Tweet finance |
Price: $43.790 Subject: CANADIAN LARGE Bias: BULLISH Owned: Yes |
| 2013-05-10 | WATCH | Bill Harris, CFA |
There are a couple of problems. You have planted this year’s crop right to the fence post and we are expecting record crops, which will push prices down including potash. There is a large supply of potash and the price may not stay up here. Nat gas prices are going higher so increased input costs. Entry point is low 80s. Tweet finance |
Price: $43.790 Subject: RESOURCE Bias: DEFENSIVE Owned: Unknown |
| 2013-05-07 | HOLD | Christine Poole |
(Market Call Minute) Prefers AGU but watching this to potentially add because potash prices are stabilizing. Tweet finance |
Price: $43.160 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: No |
| 2013-04-29 | WATCH | Larry Berman CFA, CMT, CTA |
Does not have $50 in it in the short term. Mid-$40s for the next year. There is weakening demand in some places and stronger in others. Not a growth story in the next couple of years. Trading range. Mid-$30s buy, Mid-$40s sell. Tweet finance |
Price: $42.130 Subject: NOT APPLICABLE Bias: CAUTIOUS Owned: Unknown |
| 2013-04-26 | BUY | Jaime Carrasco |
Has this rated as an “outperform” with a $52 target on it. This is a good entry point for it. Tweet finance |
Price: $41.400 Subject: ENERGY, MATERIALS, UTILITIES & REITS Bias: BULLISH on GOLD Owned: Yes |
| 2013-04-25 | BUY | Paul Harris, CFA |
Came out with numbers today that were pretty good. The longer term view is that as the world grows you will need more and more of this. It is in good shape here and you could own it here. Tweet finance |
Price: $41.720 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: Yes |
| 2013-04-23 | COMMENT | Jerome Hass |
Over 100 years supply of potash so this is a very good long-term holding. Doesn’t see a lot of either positive or negative catalysts. Short this stock because he is a lot more positive on one of its rivals, Mosaic (MOS-N), which has a very similar structure in terms of its potash and phosphate exposure. 62% of Mosaic is owned by Cargill and 30% of this company is owned by the Cargill family and about 10% of this will be available on the market in May. He thinks the company will buy back those shares. Tweet finance |
Price: $39.840 Subject: CANADIAN MID - LARGE CAP Bias: SELECTIVE Owned: Yes |
| 2013-04-23 | DON'T BUY | Nick Majendie |
Doesn’t expect it will do much this year. Thinks it is being held back by some of the negotiations with the Israeli Potash where there is a lot of political uncertainty. If it were approved, they would have to do a major equity issue, which will continue to provide some overhang on the stock. Tweet finance |
Price: $39.840 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: No |
| 2013-04-22 | PAST TOP PICK | John Stephenson |
(A Top Pick April 10/12. Down 5.37%.) Had ramped up quite a bit and was trading at a relatively strong multiple compared to its peers so he sold his holdings. Tweet finance |
Price: $39.900 Subject: RESOURCE Bias: CAUTIOUS Owned: No |
| 2013-04-08 | BUY | Michael Giordano |
Likes this and it is at a price level where he would be comfortable buying it. Potash prices have been under pressure recently with China doing a deal at $400 a ton and India doing a recent deal at $425 a ton but he feels prices are stabilized at these levels. Tweet finance |
Price: $40.310 Subject: RESOURCE Bias: SELECTIVE Owned: Unknown |
| 2013-03-26 | BUY | Bruce Campbell |
He has a sense that there is a “not so great” quarter coming but if you look out a little bit the numbers do look better in the back half of this year and in 2013 with the numbers reaching $45. Tweet finance |
Price: $39.950 Subject: CANADIAN LARGE Bias: DEFENSIVE Owned: Yes |
| 2013-03-18 | DON'T BUY | Jon Vialoux |
Finds seasonal strength into the summer time. From June to Sept. The long term trend is not too favorable. You want to stay away from it. It is under-performing the market. Accumulate in the summer time. Tweet finance |
Price: $41.130 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: BULLISH Owned: Unknown |
| 2013-03-18 | BUY on WEAKNESS | Peter Brieger |
Long-term this is a great story as are other fertilizers and seed companies. There will always be a need by developing nations. In the short term, this company is facing two negatives. There is talk of them taking over ICL, a major Israeli company and the fear is they are going to pay too much for it through a major equity issue, which would be dilutive. Also, potash prices have been slipping for the past several months but are showing signs of firming. If he sees it below $40, he’ll probably pounce on it. Tweet finance |
Price: $41.130 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-14 | BUY | Stan Wong |
Has been acquiring this one recently. In Canada you want to look at moving from harder commodities such as gold, energy, etc. Longer-term it is the softer side of things such as agriculture you want. At some point, farmers are going to come back and will need the fertilizers and global population is growing. Tweet finance |
Price: $41.810 Subject: NORTH AMERICAN - LARGE & ETFs Bias: BULLISH on US MARKET Owned: Yes |