Potash Corp of Saskatchewan | StockChase
967
Potash Corp of Saskatchewan (POT-T)

Last Price Recorded: $24.3800 on 2017-11-17

ON STOCKCHASE SINCE Nov 2000

potash

integrated mines

Potash Corp of Saskatchewan


Signal Opinion Expert

2017-11-03

COMMENT
Potash Corp of Saskatchewan (POT-T)

He doesn't cover this, but does cover Agrium (AGU-T). Thinks the combined entity will bear fruit for shareholders. This is a market that is fairly depressed and will probably turn up over the next several years. It gives you the cost cutting that will create some shareholder value.

integrated mines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $24.640
Owned: Unknown

2017-10-06

COMMENT
Potash Corp of Saskatchewan (POT-T)

He is warming up to agriculture a little. With the merger, this will be the “go to” name in the sector. It is a good fit. He is seeing a bit of a bottom in commodity prices. You are not going to get hurt by owning either Potash (POT-T) or Agrium (AGU-T) right now.

integrated mines
John Zechner

Chairman, J. Zechner & Assoc

Price: $23.740
Owned: No

2017-10-05

COMMENT
Potash Corp of Saskatchewan (POT-T)

This whole industry needs consolidation. They are going through the strong and painful process of consolidation, and it is going to take time. Eventually this should work. He wouldn’t be in a rush to buy this.

integrated mines
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $24.020
Owned: Unknown

2017-09-07

COMMENT
Potash Corp of Saskatchewan (POT-T)

The acquisition has been delayed.  They are picking a new name.  They will have to sell some assets.  Canadian and Chinese regulatory authorities have approved the acquisition.  It will likely close in late Q4 this year.  There will be a lack of competition in the potash industry.  There is a lot of supply coming on in it. 

integrated mines
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $21.540
Owned: Unknown

2017-08-31

HOLD
Potash Corp of Saskatchewan (POT-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.

integrated mines
Chris Damas

Editor, The BCMI Report

Price: $21.730
Owned: Unknown

2017-08-28

DON'T BUY
Potash Corp of Saskatchewan (POT-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.

integrated mines
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $21.450
Owned: No

2017-08-17

DON'T BUY
Potash Corp of Saskatchewan (POT-T)

He was worried about the fertilizer outlook a year ago.  He preferred AGU-T because they were partly retail.  In a merger you have one vehicle, but a mishmash of lower dividend and more cyclicality.  He does not feel any urgency to come back to the sector.

integrated mines
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $21.900
Owned: No

2017-08-03

BUY
Potash Corp of Saskatchewan (POT-T)

Thinks it has sort of bottomed here and is heading up, with a little more of a bullish outlook. Supply/demand has been a little bit out of whack for a number of years, but thinks things are tightening up. He likes the merger with Agrium (AGU-T).

integrated mines
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $22.610
Owned: Unknown

2017-07-27

WAIT
Potash Corp of Saskatchewan (POT-T)

They are awaiting regulatory approvals on a merger with AGU-T.  It is premature to make a judgment as to whether the two companies will see a lot of synergies.  It is better to be prudent and not put your chips into it at this time.  Wait for the consummation.

integrated mines
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $22.220
Owned: Unknown

2017-07-27

COMMENT
Potash Corp of Saskatchewan (POT-T)

About a year ago, Agrium (AGU-T) made an offer to merge. The reason they wanted to merge is to be able to get Potash’s nitrogen business merging with Agrium’s retail business and their nutrients, which will give them the ability to get better prices. Those that own the Potash shares are going to get a pretty good deal, because they are getting strong free cash flow from Agrium. Both stocks have struggled this year because nutrient prices are down.

integrated mines
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $22.220
Owned: No

2017-07-21

COMMENT
Potash Corp of Saskatchewan (POT-T)

Thinks the time has passed to get into this. As an ex-Agrium shareholder, he was disappointed on hearing of the merger. With the merger, this is going to blend the companies, and thinks they are going to be more potash weighted. Any of the benefits of this merger are already in the 2 stocks.

integrated mines
Michael Sprung

President, Sprung Investment Management

Price: $22.560
Owned: Unknown

2017-06-22

PAST TOP PICK
Potash Corp of Saskatchewan (POT-T)

(A Top Pick June 16/16. Up 5%.) He sold this when he felt the market was overestimating the price people were going to pay for potash.

integrated mines
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $21.860
Owned: No

2017-06-07

COMMENT
Potash Corp of Saskatchewan (POT-T)

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.

integrated mines
Michael Sprung

President, Sprung Investment Management

Price: $21.940
Owned: No

2017-05-24

DON'T BUY
Potash Corp of Saskatchewan (POT-T)

Potash is a really hard commodity to look at. It has a cartel type of mentality. Very dependent on foreign buying. There have been a lot of letdowns with this name. He would steer away from this right now.

integrated mines
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $22.260
Owned: No

2017-05-12

COMMENT
Potash Corp of Saskatchewan (POT-T)

Is the merger with Agrium going to be accretive? The fundamentals are poor for fertilizers, and he continues to be bearish on the sector. Potash is lucky to get them to take them over as the potash industry is facing big expansions, even though more potash is being sold globally.

integrated mines
Chris Damas

Editor, The BCMI Report

Price: $22.370
Owned: Unknown

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