Stock price when the opinion was issued
(A Top Pick May 17/13. 8.38%.) This has certainly not been the best year for this company. Had some problems in the potash space at a time when they were expanding their potash operations significantly. Also, natural gas has become more expensive. One of the things he likes is their huge retail network. Still thinks the path is upwards. 3.3% yield.
Nice entry point due to planting season concerns, the "Jana Drama" with the hedge fund and concerns of natural gas going up. A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.