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Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $40.6000 on 2015-05-24

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Date Signal Expert Opinion Price
2015-05-14 COMMENT Jim Huang

The agro-cycle is in a bit of a lull right now, partly because the harvest has been so good that prices have been depressed. Thinks the market share battle for fertilizers will continue for a while. Getting close to a 5% yield, which is a rarity in today’s market. Doesn’t expect a lot of upside in the next couple of years, but with a 5% dividend yield it may be something to hold.


Price:
$38.730
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2015-05-13 COMMENT Michael Decter

Potash turns on pricing in China and India, and he thinks the stock is off because the contracts weren’t priced where the market was hoping. It’s a complicated equation. There have been some new producers who have entered. Not a bad entry point if you want to get in for the long haul.


Price:
$38.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-05-11 TOP PICK Ryan Bushell

It is a counter cyclical play.  Commodities are priced in US$.  This is a company that was way higher in 2008/9 when people were fired up about global food production.  Now the dividend is 10 times as high.  If you have a sustainably increasing dividend then the share price will follow along.


Price:
$39.150
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 SELL Rick Stuchberry

It is facing some headwinds.  Get some cash from it and reallocate it.  There will be headwinds in this sector because of crop successes recently.  The farmers need the cash in their pockets to invest heavily in fertilizer.


Price:
$39.400
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-28 COMMENT Michael Sprung

At current prices this could be a good long-term investment. They have had a fairly good turn of events lately. Their last quarter had a bit of a beat and they increased their dividend at that point. It is a little bit murky over the next year as they expect global demand is probably going to be a little bit less then last year. Thinks earnings in the next couple of years should get over the $2 level. Also, feels the dividend is secure. He prefers Agrium (AGU-T) as it is a little more diversified.


Price:
$39.820
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-04-27 COMMENT Peter Brieger

His preference would be Agrium (AGU-T). Potash is difficult. One quarter things look better, as they do now. Shipments are up and probably for the next year or 2 you are going to have a reasonably stable potash market. However, looking out 2-5 years, there is such a big quantity of new supply coming on; people are wondering if the price can be maintained. One of the great hopes for potash is that people who have been under utilizing it and fertilize in their fields, will go back to do what is right in terms of fertilization. China in particular is pushing farmers to get their standards up to North American standards. (See Top Picks.)


Price:
$39.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-24 WAIT Jon Vialoux

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. You want to play this more through the summer period or October through to the end of the year. Last summer was a bit of a bust, particularly for this company. You want to enter more towards the last half of the year rather than the present.


Price:
$40.590
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-15 COMMENT Mike S. Newton, CIM FCSI

This falls into the category of a very highly cyclical dependent on what is happening globally. For a long, long term, it is an important part of agriculture in our economy. He is not interested in this right now.


Price:
$40.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-03-26 DON'T BUY Jeff Young

The tax changes were not that meaningful for them.  It will not hurt the dividend.  He is out of the name because of lack of demand and more supply coming on.  Prefers AGU-T but is not in that right now either.


Price:
$40.920
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2015-03-11 COMMENT Keith Richards

This stock has a bit of a lid on it at around $48. To him, this is a trading stock. He would look for a possibility of a little bit more downside, and then look for a bounce where you could trade.


Price:
$41.560
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2015-02-27 COMMENT Stan Wong

Agrium (AGU-T) or Potash (POT-T)? Some of the fertilizer names are doing very well because of lower energy. Both names are quite strong, but Agrium ranks a little bit higher due to its growth metrics and its diversified mix. Dividend of 3.91%.


Price:
$44.850
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-02-13 COMMENT Brendan Caldwell

This company has done very, very well over the long-term, and interest in it has been resurging. Had a big run up, and then came off, and is beginning to get people’s attention again. In the theme of food, potash is a major component of fertilizer. Doesn’t think the food demand is going to abate. Worldwide food population is growing.


Price:
$46.140
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
No
2015-01-30 COMMENT Keith Richards

This has been looking pretty good, but is coming into some technical resistance. It needs an impetus to break through its highs. There will be some sellers because technical resistance is where people bought and they remember what they paid, and they want their money back. Be aware that you need positive news to break it through that stuff.


Price:
$46.260
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-28 SELL John O'Connell, CFA

An industry that analysts have said would be a big growth area, because of a shortage of potash. However, it is remarkable how easy it has been for them to bring forth production when demand increases, so he wouldn’t look for a big increase in the underlying commodity. While the Cdn$ has fallen, it is still pretty rich against some of the countries that purchase potash. He would be inclined to Sell the stock.


Price:
$45.360
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-01-22 HOLD David Cockfield

Not a fan.  It is a one product company.  The market for potash is firming up.  He would certainly hold it.  It has broken out, so wait until it pauses.  Energy investors are looking for somewhere else to invest and often end up here. 


Price:
$44.970
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 801 entries
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