Agrium | StockChase
753
Agrium (AGU-T)

Last Price Recorded: $136.4400 on 2017-11-17

ON STOCKCHASE SINCE Mar 2001

fertilizers

chemicals

Agrium


Signal Opinion Expert

2017-11-10

COMMENT
Agrium (AGU-T)

They are targeting the 4th quarter to complete their merger with Potash (POT-T). The new company is going to be called Nutrient.

chemicals
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $135.500
Owned: Unknown

2017-11-01

HOLD
Agrium (AGU-T)

Wasn't impressed with the Potash (POT-T) acquisition. They could have bought it for a lot less. It could be a drag for them right now, because commodity prices are still down. This is a good business in that they are able to generate good operating income, so margins are good. They are only one of 2-3 players in the space.

chemicals
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $140.890
Owned: Yes

2017-10-03

PAST TOP PICK
Agrium (AGU-T)

(A Top Pick Nov 10/16. Up 5%.) He bought this after the merger was announced last September. This is now an agricultural conglomerate that you get to own in Cdn$, a great thing for both our economy and Canadian investors. A global leader.

chemicals
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $133.540
Owned: Yes

2017-09-29

TOP PICK
Agrium (AGU-T)

These agricultural plays do well to the end of the year. Remember all the farmers are placing orders for the new year. Shipments into the 1st quarter between Oct 3 and Jan16 shares of Agrium have gained 13.29% and been positive in 17 of the past 20 periods. This year, shipments of fertilizers have been dismal. You could argue that weather is to blame. If commodity prices are going to pick up this year, we could see a very good period of seasonal strength. The chart is showing it starting to break out. (Analysts’ price target is $106.10.)

chemicals
Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $133.720
Owned: No

2017-08-31

HOLD
Agrium (AGU-T)

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.

chemicals
Chris Damas

Editor, The BCMI Report

Price: $122.480
Owned: Unknown

2017-08-28

DON'T BUY
Agrium (AGU-T)

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.

chemicals
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $120.360
Owned: No

2017-08-24

DON'T BUY
Agrium (AGU-T)

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.

chemicals
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $120.950
Owned: No

2017-07-28

TOP PICK
Agrium (AGU-T)

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.)

chemicals
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $124.130
Owned: Yes

2017-07-12

COMMENT
Agrium (AGU-T)

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.

chemicals
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $121.490
Owned: Yes

2017-07-06

HOLD
Agrium (AGU-T)

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.

chemicals
Chris Damas

Editor, The BCMI Report

Price: $117.250
Owned: Unknown

2017-07-04

COMMENT
Agrium (AGU-T)

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.

chemicals
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $118.730
Owned: No

2017-06-28

COMMENT
Agrium (AGU-T)

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.

chemicals
Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $118.880
Owned: Unknown

2017-06-26

PAST TOP PICK
Agrium (AGU-T)

(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.

chemicals
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $122.770
Owned: Yes

2017-06-23

WAIT
Agrium (AGU-T)

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.

chemicals
David Cockfield

Managing Director, Northland Wealth Management

Price: $122.390
Owned: No

2017-06-15

BUY
Agrium (AGU-T)

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. 

chemicals
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $122.190
Owned: Unknown

Showing 1 to 15 of 752 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.