He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)

On one hand, people have to eat so we need potash. Others says it’s a commodity. There’s a need for inventory this year. Depends what you want to be involved in. If you want to be in the ag space, all the fund managers will own it, so its multiple will be higher.

This is the merger of Potash and Agrium. He wants to own commodity stocks only when the commodities are going up. Both of their main products, nitrogen and potash, have good outlooks. There is an upcoming shortage of nitrogen. They also have an agricultural retail business that stabilizes the company. Yield 2.8%. (Analysts’ price target is $81.58)

Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

She thinks synergies from the merger of Potash and Agrium are coming through faster than expected. They had to sell several assets as a condition of the merger, and those sales are now closing, generating about $5 billion in cash. They also expect to generate $6 to 8 billion in free cash flow over the next few years. They are buying back stock and they expect to increase the yield on their dividend. They are also investing in growing out their retail platform, hold about a 19% share of their market in the US and think they can grow it to 30%. They are also planning to expand in Australia and Brazil. They think their retail business is the promising area for future growth, rather than wholesale. In addition, the price of potash seems to be rising from its trough. Yield 2.9%. (Analysts’ price target is $81.48)