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Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: 38.9000 on 2014-08-22 01:14:12

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Date Signal Expert Opinion Price
2014-08-08 PAST TOP PICK Rick Stuchberry

(A Top Pick Nov 22/13. Up 18%.) Still likes this. Has a great yield, which is one of the reasons why he bought it. One of the headwinds for them in the shorter term is that agricultural crop prices have come off quickly, especially corn. This leaves fewer receipts for the farmers to be buying fertilizers. Thinks the yield is going to support them and they are the low-cost guys.


Price:
$37.850
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-05 PAST TOP PICK Barry Schwartz

(A Top Pick Aug 6/13. Up 31.22%.) Stock had got too cheap. Sold his holdings. A cyclical play, and is a tough industry to be in right now.


Price:
$38.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-28 HOLD Peter Brieger

Potash inventories in North America are well below normal.  Hold it if you own it.  He has AGU-T


Price:
$39.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-18 BUY on WEAKNESS Mohsin Bashir

Contracts for potash pricing have come down quite substantially. Have shortened up in terms of the duration, so there is an element of expectation that these prices may not be so depressed for an extended period of time. Feels the stock has really gotten ahead of itself. He would be an owner in the low $30’s or below $30. Agrium (AGU-T) would be a better, more diversified play, and also has a better growth profile.


Price:
$38.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-04 PAST TOP PICK Lyle Stein

(A Top Pick July 4/13. Up 3.62%.) Missed his timing by about 2 weeks. Has been accumulating. Pays a nice dividend while you wait. A great long-term story.


Price:
$40.230
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-06-30 COMMENT Bill Carrigan

Compared this with the XMA-T to get a relative sense of outperformance. In 2013, the stock torpedoed because of fundamental issues. Torpedoes usually occur only once. Ever since then, the stock has been climbing back, and is now back to an outperform position. He thinks this will continue.


Price:
$40.580
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-06-18 DON'T BUY Jerome Hass

Not very excited about potash. Doesn’t see any compelling reasons to go into it. In the long term, he likes the industry because it is an oligopoly and players such as this have pricing power as well as pricing leadership. He would prefer Mosaic (MOS-N) because he thinks, eventually, it will get taken out, but in the interim it has quite a large share buyback program. (He is Short this and Long Mosaic in a pairs trade.)


Price:
$41.290
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-06-17 HOLD Ross Healy

The stock remains fairly expensive from a historical point of view. Feels it is reluctant to get down to levels that he would consider would be fairly cheap. Because of this, he is not very interested. Running into fairly stiff resistance at about $43-$44 for almost 2 years, and he expects it is going to do the same thing again. Earnings momentum is fundamentally flat. Feels it has about 10% more upside.


Price:
$40.920
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-12 COMMENT David Burrows

Stock has been working its way higher over the last 8-10 months now. You want to be a little bit careful because prices of both wheat and corn have been weakening. Stock has pulled back into some support at the 50-75 day moving averages. If you like this, this is where you would add to it. Doesn’t feel this would be his number 1 sector


Price:
$39.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on ENERGY
Owned:
No
2014-06-05 PAST TOP PICK Ryan Bushell

(A Top Pick June 3/13. Down 5.74%.) Sees tremendous ability for them to increase dividends. Their CapX falls off significantly after this year because they have done a major mine expansion in Saskatchewan. Even though potash prices have come down, they are still making a good amount of free cash flow, and the dividend can rise. You are getting paid almost 4% while you wait. Still likes.


Price:
$38.760
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2014-06-02 DON'T BUY John O'Connell, CFA

Stock has had a pretty good move. There are competitive problems. There is no shortage of potash globally. The Chinese and Indians, who are major consumers of potash, have been quite circumspect in terms of when and how much they are prepared to pay. BHP Billiton (BHP-N) owns an enormous amount of land all around this company’s lands in Saskatchewan, and have the balance sheet that they could put a lot of pressure on the company should they choose. Thinks it is still trading at a premium valuation.


Price:
$38.990
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-05-20 HOLD Peter Brieger

His current Top Pick in this area is Agrium (AGU-T), but there are some very good reasons to consider continuing to Hold Potash. The election of India’s new Prime Minister could very well change the whole agricultural subsidy system there. This could open up a huge demand for potash. Certainly nitrogen, phosphate, etc. This company suffered the worst decline in price last year when India was out of the market and China was playing games. He is looking at this one.


Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-12 DON'T BUY James Telfser

The long term picture is probably okay for them.  It is slowly grinding higher.  The stock is at a pretty expensive level. 


Price:
$39.600
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-05-12 COMMENT Jim Huang

Short? He has been somewhat bearish to neutral on fertilizer stocks. This one is a premium potash producer. Potash prices were unsustainably high and it took the defection of one of the cartel members to pull it down. At this level, he is pretty neutral on it because of farmers’ income, although not great right now, do have a lot of grain they can sell. Doesn’t see a huge amount of upside on the stock, but also doesn’t see much downside. Dividend yield is pretty decent, which could be a problem for Shorting. More of a sideways trading range right now.


Price:
$39.600
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-09 WAIT Don Vialoux

Still looks attractive on a technical basis.  Seasonal strength is October to December.  Less consistent last couple of years.  This year the sector is quite mixed.  It is in an upward trend.  AGU broke its key support level yesterday.  He would wait until end of June before adding more.


Price:
$39.260
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
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