
TSE:NTR
(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.
(A Top Pick Nov 30/17, Up 12%) There are $500 million of synergies up for grabs after the big merger, which could even be higher. They are ahead of plan in synergizing. Also are selling $5 billion of non-core assets. This week in Chile, they just sold a lithium mine, generating $4 billion in cash that'll go to share buybacks and dividends. There are big gains still to come.