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Analysis and Opinions about AGU-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
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Agrium (AGU-T)
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
PAST TOP PICK
PAST TOP PICK
June 22, 2018

(A Top Pick July 28/17 - Up 26%.) Merged into Nutrien (NTR-T). Saw opportunity at that time. Modeling 25% EPS growth. Still upside on this name.

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Agrium (AGU-T)
June 22, 2018

(A Top Pick July 28/17 - Up 26%.) Merged into Nutrien (NTR-T). Saw opportunity at that time. Modeling 25% EPS growth. Still upside on this name.

DON'T BUY
DON'T BUY
December 13, 2017

Doesn't think you should get into this right now. He did own it, but when they announced that they were going to integrate with Potash (POT-T), that changed the complexion of the company quite a bit. Doesn't think there will be much in the way of a stock price change until it has been time-tested for a while.

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Agrium (AGU-T)
December 13, 2017

Doesn't think you should get into this right now. He did own it, but when they announced that they were going to integrate with Potash (POT-T), that changed the complexion of the company quite a bit. Doesn't think there will be much in the way of a stock price change until it has been time-tested for a while.

TOP PICK
TOP PICK
December 6, 2017

This has been flat year-over-year. They are merging with Potash (POT-T), so will be able to take some synergies out. Because of the regulators globally, they have to sell about a net amount of $4.5 billion of assets. They’ll probably invest some of those proceeds in the retail part of the business, which is more stable. They’ll also probably buy back shares, as well as increasing dividends in about 3 years. Dividend yield of 3.2%. (Analysts’ price target is $111.20.)

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Agrium (AGU-T)
December 6, 2017

This has been flat year-over-year. They are merging with Potash (POT-T), so will be able to take some synergies out. Because of the regulators globally, they have to sell about a net amount of $4.5 billion of assets. They’ll probably invest some of those proceeds in the retail part of the business, which is more stable. They’ll also probably buy back shares, as well as increasing dividends in about 3 years. Dividend yield of 3.2%. (Analysts’ price target is $111.20.)

COMMENT
COMMENT
November 10, 2017

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

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Agrium (AGU-T)
November 10, 2017

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

HOLD
HOLD
November 1, 2017

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.

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Agrium (AGU-T)
November 1, 2017

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.

PAST TOP PICK
PAST TOP PICK
October 3, 2017

(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.

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Agrium (AGU-T)
October 3, 2017

(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.

TOP PICK
TOP PICK
September 29, 2017

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.)

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Agrium (AGU-T)
September 29, 2017

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.)

HOLD
HOLD
August 31, 2017

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.

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Agrium (AGU-T)
August 31, 2017

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.

DON'T BUY
DON'T BUY
August 28, 2017

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.

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Agrium (AGU-T)
August 28, 2017

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.

DON'T BUY
DON'T BUY
August 24, 2017

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.

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Agrium (AGU-T)
August 24, 2017

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.

TOP PICK
TOP PICK
July 28, 2017

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.)

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Agrium (AGU-T)
July 28, 2017

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.)

COMMENT
COMMENT
July 12, 2017

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.

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Agrium (AGU-T)
July 12, 2017

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.

HOLD
HOLD
July 6, 2017

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.

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Agrium (AGU-T)
July 6, 2017

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.

COMMENT
COMMENT
July 4, 2017

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.

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Agrium (AGU-T)
July 4, 2017

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.

COMMENT
COMMENT
June 28, 2017

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.

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Agrium (AGU-T)
June 28, 2017

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.

PAST TOP PICK
PAST TOP PICK
June 26, 2017

(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.

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Agrium (AGU-T)
June 26, 2017

(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.

WAIT
WAIT
June 23, 2017

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.

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Agrium (AGU-T)
June 23, 2017

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.

BUY
BUY
June 15, 2017

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.

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Agrium (AGU-T)
June 15, 2017

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.

COMMENT
COMMENT
June 7, 2017

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.

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Agrium (AGU-T)
June 7, 2017

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.

WAIT
WAIT
April 25, 2017

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.

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Agrium (AGU-T)
April 25, 2017

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.

PAST TOP PICK
PAST TOP PICK
April 24, 2017

(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.

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Agrium (AGU-T)
April 24, 2017

(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.

COMMENT
COMMENT
March 13, 2017

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.

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Agrium (AGU-T)
March 13, 2017

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.

COMMENT
COMMENT
March 8, 2017

Chart shows this is retesting old highs, which is always positive. It means buyers are persistent and they don’t mind paying prices that were previous highs. It had a little correction which is always healthy. He likes this.

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Agrium (AGU-T)
March 8, 2017

Chart shows this is retesting old highs, which is always positive. It means buyers are persistent and they don’t mind paying prices that were previous highs. It had a little correction which is always healthy. He likes this.

HOLD
HOLD
February 17, 2017

She has held it for a number of years. It was always her preferred play in that area. Nutrients should have a good long term demand. But this industry can get quite cyclical because using them can be put off for a number of years. They have a retail operation which cushions them more than POT-T. POT-T is buying them at the trough of the commodity price. (Analysts’ Target: $141.06).

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Agrium (AGU-T)
February 17, 2017

She has held it for a number of years. It was always her preferred play in that area. Nutrients should have a good long term demand. But this industry can get quite cyclical because using them can be put off for a number of years. They have a retail operation which cushions them more than POT-T. POT-T is buying them at the trough of the commodity price. (Analysts’ Target: $141.06).

WEAK BUY
WEAK BUY
February 14, 2017

Agricultural is starting to perform better. This one gives you great exposure across retail and products. It is very close to making new highs. This is the right time of the year to be buying agriculture stocks. He wouldn’t have a problem buying this, but the group is not one of the strongest sectors in the market. He prefers other places.

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Agrium (AGU-T)
February 14, 2017

Agricultural is starting to perform better. This one gives you great exposure across retail and products. It is very close to making new highs. This is the right time of the year to be buying agriculture stocks. He wouldn’t have a problem buying this, but the group is not one of the strongest sectors in the market. He prefers other places.

COMMENT
COMMENT
February 9, 2017

In the midst of a merger with Potash (POT-T), so it is being whipped around a little by arbitragers, etc. It is probably pinned here for a little bit pending some sort of resolution on the transaction. He is bullish on agriculture generally, so this is a name you could own, but doesn’t think you will make a lot of money in the next 2-3 years.

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Agrium (AGU-T)
February 9, 2017

In the midst of a merger with Potash (POT-T), so it is being whipped around a little by arbitragers, etc. It is probably pinned here for a little bit pending some sort of resolution on the transaction. He is bullish on agriculture generally, so this is a name you could own, but doesn’t think you will make a lot of money in the next 2-3 years.

HOLD
HOLD
January 24, 2017

In the midst of finalizing their merger with Potash (POT-T), which is slated to close some time mid-year. There are obvious distractions that come with that, and he doesn’t see a big move in the stock between now and when the merger finally closes. You are able to look forward to some synergies upon the closing of the merger, which is a positive. Also, you will now have a very, very dominant player.

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Agrium (AGU-T)
January 24, 2017

In the midst of finalizing their merger with Potash (POT-T), which is slated to close some time mid-year. There are obvious distractions that come with that, and he doesn’t see a big move in the stock between now and when the merger finally closes. You are able to look forward to some synergies upon the closing of the merger, which is a positive. Also, you will now have a very, very dominant player.

COMMENT
COMMENT
January 24, 2017

Merging with Potash (POT-T). Both companies have some form of economic moat in that they are a large-scale producer of potash. However, they are often price-takers rather than price-makers. Both companies, in the merged state, should continue to do well.

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Agrium (AGU-T)
January 24, 2017

Merging with Potash (POT-T). Both companies have some form of economic moat in that they are a large-scale producer of potash. However, they are often price-takers rather than price-makers. Both companies, in the merged state, should continue to do well.

HOLD
HOLD
January 20, 2017

This is involved in the merger with Potash (POT-T) right now, which will have an impact on pricing for the next little while. Seasonally, the stock has done well from around the beginning of October right through until the 2nd week of February. However, the merger is going to have a greater impact on the stock, one way or another. The period of seasonal strength ends in the middle of February, so it has about another 3 weeks to go.

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Agrium (AGU-T)
January 20, 2017

This is involved in the merger with Potash (POT-T) right now, which will have an impact on pricing for the next little while. Seasonally, the stock has done well from around the beginning of October right through until the 2nd week of February. However, the merger is going to have a greater impact on the stock, one way or another. The period of seasonal strength ends in the middle of February, so it has about another 3 weeks to go.

HOLD
HOLD
January 3, 2017

Agrium (AGU-T) & Potash (POT-T)? If you hold these already, they are probably good holds. Sold this one about 18 months ago, so doesn’t own either. Had thought the outlook for the fertilizer side was going to be a little bit weak, so going into a weak cycle for a couple of years they’ll have a tough time. He had always liked the retail side on Agrium, but that is now going to be diluted down. He would consider this a Hold from here.

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Agrium (AGU-T)
January 3, 2017

Agrium (AGU-T) & Potash (POT-T)? If you hold these already, they are probably good holds. Sold this one about 18 months ago, so doesn’t own either. Had thought the outlook for the fertilizer side was going to be a little bit weak, so going into a weak cycle for a couple of years they’ll have a tough time. He had always liked the retail side on Agrium, but that is now going to be diluted down. He would consider this a Hold from here.

PAST TOP PICK
PAST TOP PICK
December 19, 2016

(Top Pick Jun 22/15, Up 10.75%) It is the only AG stock he owns. He was not enthusiastic about the merger. He has not bought it recently and does not plan to, but he will watch it. The world has to be fed.

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Agrium (AGU-T)
December 19, 2016

(Top Pick Jun 22/15, Up 10.75%) It is the only AG stock he owns. He was not enthusiastic about the merger. He has not bought it recently and does not plan to, but he will watch it. The world has to be fed.

COMMENT
COMMENT
December 14, 2016

They will be merging with Potash (POT-T) which is a good thing. He likes this because it is diversified. There also will be better times ahead on the potash side.

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Agrium (AGU-T)
December 14, 2016

They will be merging with Potash (POT-T) which is a good thing. He likes this because it is diversified. There also will be better times ahead on the potash side.

WEAK BUY
WEAK BUY
December 13, 2016

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.

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Agrium (AGU-T)
December 13, 2016

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.

COMMENT
COMMENT
December 13, 2016

These types of companies tend to do well in the 2nd half of the year, from August to December 31. This is because a lot of farmers tend to spend their money at the end of the year. In January, you tend to find some weakness. This one is starting to pull back now, and he would be looking to exit if it broke below its trend line, a little bit lower than where it is today. Probably around $132.

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Agrium (AGU-T)
December 13, 2016

These types of companies tend to do well in the 2nd half of the year, from August to December 31. This is because a lot of farmers tend to spend their money at the end of the year. In January, you tend to find some weakness. This one is starting to pull back now, and he would be looking to exit if it broke below its trend line, a little bit lower than where it is today. Probably around $132.

DON'T BUY
DON'T BUY
December 12, 2016

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.

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Agrium (AGU-T)
December 12, 2016

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.

COMMENT
COMMENT
December 9, 2016

They are able to make pretty good money, even in this low fertilizer environment. Fertilizer prices are still in the doldrums. This whole sector has ignited, and they are all starting to take off. Long-term he likes this, but if you are short term, he would Sell a Call on this or trim back on your holdings.

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Agrium (AGU-T)
December 9, 2016

They are able to make pretty good money, even in this low fertilizer environment. Fertilizer prices are still in the doldrums. This whole sector has ignited, and they are all starting to take off. Long-term he likes this, but if you are short term, he would Sell a Call on this or trim back on your holdings.

WAIT
WAIT
December 2, 2016

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.

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Agrium (AGU-T)
December 2, 2016

Has loved the stock in the past, but sold it in the past with the anticipation that he would be able to buy it back. Then the Potash (POT-T) merger appeared, and he is not keen on Potash at all. Subsequent to that, this stock has moved up. He would be a little cautious. Wait to see what happens after the merger and how things work.

TOP PICK
TOP PICK
November 10, 2016

He likes the deal with Potash (POT-T). He is a Potash shareholder and has suffered alongside it. Started buying it on its initial dip, and it has gone south from there. Now we are seeing commodity prices turn up. This will be an agricultural giant on the world stage. Dividend yield of 3.51%.

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Agrium (AGU-T)
November 10, 2016

He likes the deal with Potash (POT-T). He is a Potash shareholder and has suffered alongside it. Started buying it on its initial dip, and it has gone south from there. Now we are seeing commodity prices turn up. This will be an agricultural giant on the world stage. Dividend yield of 3.51%.

COMMENT
COMMENT
November 3, 2016

Doesn’t like Potash (POT-T), and doesn’t see the proposed merger making sense. They indicated the synergies will show up in about 10 years, which is a long time to wait. He would definitely be a buyer of the retail side if they spun that off.

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Agrium (AGU-T)
November 3, 2016