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

Potash Corp of Saskatchewan Stock Symbol: POT-T

Notes:potash

Last Price Recorded: $22.7000 on 2017-03-22

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Date Signal Expert Opinion Price
2017-03-20 DON'T BUY Lyle Stein

Potash is an industrial material. You do not want to be invested in industrial material stocks when there is excess capacity. This has plagued the potash market for years. You have time before investing in this one. The dividend has been cut. Dividend yield of 2.3%.


Price:
$22.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-15 COMMENT Don Vialoux

Historically, fertilizer stocks have a period of seasonal strength from around October, through to the end of the year. He is not expecting to see much movement to the upside at this time of year. There has been some good news in the last couple of weeks, where it looks like European competition is becoming less competitive, which will be a positive for this company and fertilizer stocks in general. There are better opportunities elsewhere.


Price:
$22.990
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-13 HOLD Matt Kacur

A cyclical company, and is at a cyclical low right now in terms of their ROC. You don’t buy a company when its ROC is at a low, unless you think it is at a bottom. According to his 20-year history, this is at the absolute lowest point. If so, it should be able to go higher, and using normalized returns, is actually worth a little bit more. Thinks you can get the low to mid $20s out of this. Dividend yield of 2.3%.


Price:
$23.340
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-07 SELL John Stephenson

Not a bad company, it just that you have a market that is oversupplied. You have had supplier discipline going out the window over the last number of years. A good company and there will be a time when you want to have a good position in this, but now is not the time.


Price:
$22.930
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-03-03 COMMENT David Cockfield

In the process of moving into Agrium (AGU-T). He was always relatively negative this company, but always very positive on Agrium. With the combination of the 2, you will end up owning both, which is okay. If this sold off, he would be stepping back in. It’s a good, long term growth sector.


Price:
$22.940
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2017-02-24 COMMENT Bill Shaw

He would consider this as either a Hold or a Sell. The underlying commodity price seems to have stabilized. The stock has dropped over the past couple of years. Profitability has been down. They’ve had a few disappointments. This is one you could own for the longer-term, but right now there is uncertainty as to where the commodity price is going to go.


Price:
$23.410
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-03 HOLD David Cockfield

This has not been his favourite for a long time. He has preferred Agrium (AGU-T). Nothing will be better for Potash than Agrium taking over. The merger is good for Potash shareholders.


Price:
$24.190
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-02 DON'T BUY Lyle Stein

Supply has not come off in the market.  Capacity has to come off to get the commodity rolling. He is not looking at it, preferring the base metals.  POT-T has low cost and infinite resources. 


Price:
$24.040
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-20 WAIT Michael Simpson, CFA

There is a lot of supply of potash. Demand is not very robust, so he is not very enthusiastic about the commodity. The merger with Agrium (AGU-T) will create a much bigger company, with a decent distribution arm. It will also give them nitrogen. Demand for most of the farm chemical input is not that strong.


Price:
$25.230
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-19 DON'T BUY Ross Healy

(Market Call Minute) We still need a rise in potash prices.  It remains a little on the expensive side even combined with AGU-T.


Price:
$24.070
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-05 WATCH Brian Acker, CA

It is going to merge with Agrium.  He wants to see the balance sheet before making a decision.  There are cheaper stocks to buy.  His model price is $25.72.


Price:
$24.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2017-01-03 HOLD Bruce Campbell (1)

Agrium (AGU-T) & Potash (POT-T)? If you hold these already, they are probably good holds. He doesn’t own either. Had thought the outlook for fertilizer was going to be a little weak, so going into a weak cycle for a couple of years they’ll have a tough time. Had always liked the retail side on Agrium, but that is now going to be diluted. He would consider this a Hold from here.


Price:
$24.370
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-28 COMMENT Hap (Robert) Sneddon FCSI

This space has been pretty difficult for the last 3-4 years. Seasonally, it has a strong period that kicks in, in January. You want to see this hold its current line, but look to take profits by the end of January, when the seasonality ends. Then we get into the quite soft February-May period.


Price:
$24.540
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-12-13 WEAK BUY David Burrows

Agrium and Potash have gone through a pretty good basing period, and technically have broken out. You could probably own either one. He prefers Agrium, which gives a broader base. Ultimately, they are going to trade in line with each other. They have both pulled back recently, giving you an entry point. You don’t want to be overly focused in this group.


Price:
$24.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-12-12 DON'T BUY Stephen Takacsy, B. Eng, MBA

AGU-T vs. POT-T.  If you want exposure to the AG space, there are other possibilities.  These are commodity related stocks.  AGU-T has more retail.  They are trying to tie the knot.  It looks like a good marriage, but AGU-T holders probably don’t need more commodity exposure.  He prefers others.


Price:
$25.380
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
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