Viewing Company Agrium | StockChase
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Compiling comments that experts make about stocks while on public TV.

Agrium Stock Symbol: AGU-T

Notes:fertilizers

Last Price Recorded: $133.6600 on 2017-09-25

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Date Signal Expert Opinion Price
2017-08-31 HOLD Chris Damas

POT-T & AGU-T.  AGU-T was a buy and hold when he was last on.  It has been kind of bouncing around.  He has always liked the retail part.  Also, it is global.  The Texan floods could impact AGU-T with a psychological effect on investors.  POT-T is starting to perk up in the US and they signed a Chinese contract.  He would not sell out just because of the merger.


Price:
$122.480
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Unknown
2017-08-28 DON'T BUY Bruce Campbell (1)

POT-T and AGU-T amalgamation.  Mid-October is the expected merger date.  He thinks it is a positive to have them together.  These are such big companies that the market has discounted synergies.  You will get a lower yield on POT-T after the merger which some may not like.  He sees it net sideways from here.  He does not like the fertilizer outlook from here.  He would rather miss the first 5-10% to see if it trends up.


Price:
$120.360
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-24 DON'T BUY Rick Stuchberry

He has not been in the fertilizer group for a couple of years.  He needs a dividend plus growth of 10%.  It has great potential after the merger.  There is nothing wrong with it fundamentally, but just that no money is flowing into the sector.


Price:
$120.950
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
No
2017-07-28 TOP PICK Greg Newman

There is a merger on the horizon with Potash (POT-T) which he likes. The merged company should trade at $57. If we go into a more normal commodity environment for potash and nitrogen, this stock should be around $57. Dividend yield of 3.6%. (Analysts’ price target of $99.50.)


Price:
$124.130
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-07-12 COMMENT Christine Poole

Their merger with Potash (POT-T) is expected to close at the end of this quarter. It hasn’t been approved, but she expects it will be. She intends to continue holding this after the merger.


Price:
$121.490
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-06 HOLD Chris Damas

He previously recommended holding it.  Fertilizer prices have been in the doldrums.  Fertilizer plays often follow corn prices.  There is no sign of a drought.  He has always loved the company on the retail side.  There will be some remedies in the merger with POT-T and you get a good yield while you wait.


Price:
$117.250
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Unknown
2017-07-04 COMMENT Kash Pashootan

The merger with Potash (POT-T) was really necessary. If you are going to own an agricultural stock, this is the one to own. Agrium has the retail side which gives some insulation. The bigger challenge for potash is that there is still a lot of supply out there. Supply needs to come down to give some breathing room for the commodity price to actually rise. Trading at about 18X PE with a yield of about 4%. He would like to see this considerably cheaper given the uncertainty with commodity prices.


Price:
$118.730
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-06-28 COMMENT Jon Vialoux

The period of seasonal strength for some of these agriculture stocks tends to start right now, and go through to September. It then dips in September and then start to rise again to the end of the year. This one has been resisting quite consistently at the 50-day moving average at around $124, and is still pointing lower. Today, it broke a level of support at around $120. The buying momentum is not there. Agriculture orders for chemicals is about half of what it typically is for the first 4 months of the year.


Price:
$118.880
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-06-26 PAST TOP PICK Peter Brieger

(A Top Pick June 27/16. Up 9.95%.) The long-term case is that the world needs more food, and to maximize production, you need fertilizer. They have a great retail business which continues to grow. He wouldn’t be inclined to own it here because they are going to merge with Potash (POT-T), which will make them a major player in potash which, in the short term, creates quite a few questions. He would avoid this here.


Price:
$122.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 WAIT David Cockfield

The stock got pricey, and he is not keen on Potash (POT-T) which is merging with them. He wished that they had both stayed independent. If it got down under $100, he would have another hard look at this.


Price:
$122.390
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-06-15 BUY Christine Poole

She likes it and owns it. This is her exposure in that space.  It is the increasing demand for nutrients in emerging markets.  Also, they have a retail operation that protects them went prices turn down.  They are merging with POT-T when potash prices are near trough levels.  She likes the space.  The industry is consolidating.  There is increasing demand on nutrients. 


Price:
$122.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Unknown
2017-06-07 COMMENT Michael Sprung

Potash (POT-T) or Agrium (AGU-T)? Had really liked Agrium because of its diversification. Then he saw that they were going to merge with Potash. To him, the merger takes away a lot of the longer-term merits of Agrium, so he took profits. Not sure he would look at either one.


Price:
$122.770
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-25 WAIT Brooke Thackray

Merging with Potash (POT-T) and looking to get $500 million in synergies out of it. The stocks haven’t done well. Agriculture stocks tend to do much better in the 2nd half of the year, and some of the fertilizer stocks can start picking up towards the end of June if things are set up right for them. Once farmers get their money, they look to reduce their taxes, so they spend it on fertilizers and equipment for the next year. Put this on your radar and take a look at it in a couple of months.


Price:
$125.610
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-24 PAST TOP PICK Peter Brieger

(A Top Pick Feb 22/16. Up 14.53%.) This has been one of his favourite stocks because of the long-term need for food, fertilizer, etc. The merger with Potash (POT-T) bothers him somewhat.


Price:
$123.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 COMMENT Matt Kacur

This is currently at a cyclical low. Normally he tries to find this when it starts to hit that inflection where it starts to recover the ROC. Currently it is going the wrong way so there might be some weakness in the short term until they can prove their results, but in the long run, it has been a very good company and it is at a pretty reasonable valuation.


Price:
$130.440
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
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