stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $41.4900 on 2014-12-22

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-12-19 COMMENT Keith Richards

Agriculture has been rather choppy over the past couple of years. This one bottomed out in 2013 and started to recover, but is currently in a bit of a flat line. Peaked at around $41, so there is going to be some selling pressure. If it can break up through the $41, it could be good, however, you then have another set of sellers coming in at the mid-$40.


Price:
$41.490
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2014-12-05 HOLD Rick Stuchberry

He trimmed some when the Russian mine disaster happened a few weeks back, when they had the sinkhole. The stock spiked and he Sold a little, but kept a core position. Very good stock. Has a nice yield.


Price:
$40.420
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-12-03 DON'T BUY Brian Acker, CA

Doesn’t see much upside with this, it would be about $44. Has a model price of $52.76, a 35% upside, but at his EBV +5 of $44, that is a real ceiling on the stock. If it fell back to $31-$32, that would be a magnificent Buy.


Price:
$39.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2014-12-02 PAST TOP PICK Lyle Stein

(A Top Pick Oct 17/13. Up 24.67%.) A year ago, everybody was worried about the cartel and the breaking of the potash cartel. A year later, here we are talking about the breakup of the oil cartel. In the meantime, their capital expenditures have fallen off quite dramatically and they are generating a lot of free cash. Almost a 4% yield.


Price:
$39.080
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-11-24 DON'T BUY Peter Brieger

The move relates to two mine floods in Russia.  The second mine will not be brought back to production.  You are only looking at 5-6% total return, however.


Price:
$38.850
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-07 COMMENT Keith Richards

Chart shows a general downtrend from 2012. Wouldn't expect a lot of upside for the time being. Looks like a slowly eroding picture.


Price:
$37.210
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-10-27 COMMENT Peter Brieger

Prefers Agrium (AGU-T). This is one that one day the outlook is improving, the price is going up in one country and the next day something has gone wrong someplace else. It's really a ping-pong game. If they can keep their supply under control, this and Agrium are going to represent very interesting net free cash flow stories for the next 2-3 years. If you have a 3-year outlook, he doesn't feel you can go wrong with this.


Price:
$37.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-02 PAST TOP PICK Ryan Bushell

(Top Pick Sep 23/13, Up 18.77%) In the short term there is choppiness.  Appears AGU-T has put out more profit warnings recently.  The long term for POT-T looks really bright.  The CAP-X profile looks much less than revenue. 


Price:
$37.660
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-15 COMMENT Jon Vialoux

Typically agriculture stocks do well at this time of year. The peak period of seasonal strength for fertilizers is from about the end of July until mid-September. The breakdown in the price of corn, wheat and soybeans, hasn’t benefited stocks like this. Chart is showing lower highs. However, this did have a significant reversal on Friday, which is typically a bullish sign. You want to see this move above resistance of about $35. Nothing looks favourable in the near-term.


Price:
$38.180
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-09-12 DON'T BUY Bruce Campbell (1)

A little bit weather related. Crops are going to be truncated and farmers won’t be quite as wealthy. You might find they go easy a little bit on fertilizers in the next planting season. He prefers Agrium (AGU-T) which makes a spread on their retail side in their earnings.


Price:
$38.060
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-09-10 DON'T BUY Paul Gardner, CFA

This is a food commodity and it is unethical to keep fertilizer prices high.  Things broke with the cartel so it dropped. He would buy at 15 times earnings but would prefer to step aside until 8 times earnings. 


Price:
$37.190
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-09 DON'T BUY David Burrows

We tend to have long cycles where commodity producers have pricing power, and at some point you go through a watershed where they don’t have as much pricing power. 2012 marked the beginning of a revaluation of paper assets and the lower revaluation of hard assets. Commodities have under-performed since then and showing no signs of changing. Because pricing is weak, farmers are less likely to spend their money on potash.


Price:
$37.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-09-04 BUY Douglas Kee

Likes the company and likes the commodity. The long-term fundamentals for demand for fertilizers are positive. This gives you almost a 4% yield while you wait. The company has cut back production. They are the low cost producers. They can make pretty good money at current potash prices. Good cash flow.


Price:
$37.300
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-03 HOLD Philippe Capelle

There are a couple of stories here. They have great cash flow growth going for the next couple of years as their CapX is ramping down a bit. They have low cost mines. The other side of the story is the price of potash, which collapsed 20%-30%. This has stabilized since the beginning of the year. Demand is very good this year. Potash pricing could increase over the next couple years if demand stays firm, but he doesn’t think the price range is very big. Not his favourite story. You are safe with the 4% dividend.


Price:
$37.950
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
No
2014-08-25 HOLD Peter Brieger

Will trade restrictions in Russia affect potash exports, and will it increase prices? The answer is no, because most of it goes to China. Potash prices are firming in China, India and Brazil. Expects the supply situation will be easing. The forecast for target prices on potash, a year from now, is below the current price. Feels this is short sighted. If you own, continue to Hold.


Price:
$38.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 782 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.