Viewing Company Potash Corp of Saskatchewan | StockChase
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Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $21.6300 on 2016-08-23

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Date Signal Expert Opinion Price
2016-08-23 COMMENT Zachary Curry

This is a commodity, and this company is the purest in terms of what is available in Canada. There has been a lot of pressure on the commodity. The buying has been done once or twice a year. Big buys and the prices tend to get set and stay there. At this level, it might be interesting to look at. The commodity price has come down, they have cut the guidance, and they have cut the dividend. Anywhere at these levels, you could look potentially to add to it, but he would do it with little bites at a time.


Price:
$21.630
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 HOLD Christine Poole

(Market Call Minute.) We have likely seen the worst in terms of potash pricing, which was declining. It might be a while before they actually start recovering strongly.


Price:
$21.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-15 WEAK BUY John Zechner

He bought this recently. Fundamentals are crummy, but it reminds him of buying energy stocks back in February when everybody hated the industry. Feels the stock has come down for such a long period of time, and it is dominant in the industry. Pricing has stabilized. Doesn’t expect there will be a dramatic recovery, but feels the worst may be over.


Price:
$21.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-11 DON'T BUY Ross Healy

He has been watching it since it peaked out at 12 times book and it has still to reach its usual lows  prior to the run up.  He would not buy yet.  It is too early.  Don’t be in it for any length of time.  Below $19.5 he would short it.


Price:
$21.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-08-02 COMMENT Dennis da Silva

His view is that the potash market is a bit broken. There are a number of new projects coming online, which are long dated. Thinks there is still more downside to potash prices going into 2017.


Price:
$20.770
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
No
2016-07-25 WAIT Ryan Bushell

(Market Call Minute.) Thinks this is an “add” at some point in the future, but there is a risk to the dividend. Wait to see how this plays out. However, it is a company that he likes long-term.


Price:
$22.320
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Unknown
2016-07-18 DON'T BUY Kash Pashootan

Doesn’t like this name. The dividend is decent today, but there is a significant chance of the dividend getting cut. When you look at their CapX and how much they are paying in their dividend, it is essentially what their entire free cash flow is, which doesn’t leave much left for a buffer.


Price:
$22.600
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-07-14 COMMENT John Stephenson

Sell a $1 January Covered Call? This would generate some income. The dividend could get cut, so this would be a good idea. In general, he thinks the stock is probably a Hold. The potash market is still generally oversupplied, and there is some risk to the dividend being cut, because free cash flow can be squeezed. Dividend yield of 5.9% which is looking a little rich.


Price:
$22.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-13 SELL Bruce Murray

(Market Call Minute) They think the commodity cycle is over for a number of years.  Move to consumer goods.


Price:
$21.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-07-12 HOLD Christine Poole

Potash prices are extremely low. One possible catalyst is that India signed a contract, so the next big contract should be China. Cut its dividend in the 1st quarter by 34%. It is still yielding about 6%. We have to continue seeing potash prices improving going forward. Doesn’t feel potash prices can go much lower, but it is a question of how long they continue to stay at this level. There is no immediate catalyst. If you own, she would continue to hold for now. She prefers Agrium (AGU-T).


Price:
$21.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 DON'T BUY Bruce Campbell (1)

This has come down a lot. That doesn’t mean a stock is necessarily attractive. This is down for a reason and it has a big yield. There is a chance that they cut the dividend again, and the stock will go to $17-$18. He would prefer Agrium (AGU-T) because you get the retail side. Potash fundamentals are weakish for another crop year.


Price:
$21.050
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-08 DON'T BUY David Cockfield

Not a favourite of his for some years. Dividend looks a little suspect at this level of earnings. Nitrogen prices are down. Earnings at 16 don’t look that great. If you are going to get into the fertilizer business, he would definitely look at Agrium (AGU-T), which has a broader range of products and the marketing side. Potash has these cartels that come apart. Very hard to analyse.


Price:
$20.590
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
No
2016-07-07 COMMENT David Baskin

A huge supply of new potash came on the market at exactly the time that the Chinese, Indians and Brazilians decided that they had all the potash that they needed. What made it worse was that producers fell out of bed with each other and wanted to reduce the price. Oversupply, falling demand, no market discipline. Bad news for potash companies. The good thing is that they have 200 years of resources in the ground. If you’ve got staying power, this is probably not a bad buy. He would prefer Agrium (AGU-T) because of their vertical integration and their broader scope of products.


Price:
$20.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-06 DON'T BUY John O'Connell, CFA

Doesn’t think the dividend is safe at all. Expects their earnings will continue to go lower. Hasn’t liked this company for a long time. The potash market continues to struggle with a potential excess capacity, competitive threats and currency problems.


Price:
$20.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-30 DON'T BUY Bruce Campbell (2)

If you look at world demographics then this business has to be huge at some point.  But it certainly has not been the case in the short term.  It does not have much strength from a technical perspective.


Price:
$21.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 916 entries
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