Investment Q&A

Q: Can you please comment on investiability or otherwise of the following companies by ranking them from 1-10. Thanks

Q: Hello, curious to hear your thoughts on Itafos. Raymond James recently set a target price of $4, which is a huge multiple over current price. I already hold NTR, so wondering whether to also add a small position in IFOS. Thanks as always!

Q: What is with the 100% rebound in IFOS in the last six weeks or so?

Q: I’m curious about IFOS. A guest on BNN recently described it as a smaller but more promising alternative to NTR. It’s selling for about $1 as I write this but it used to trade close to $400 per share. I certainly wouldn’t mind owning a 400-bagger, if possible, but before I step in I’d like to know what caused the overwhelming loss of value as well as your general opinion on this company and its outlook. It hasn’t stopped falling in price and the P/E is only around 2 (according to Google). Isn't it a red flag when the multiple is so low?

Also, the guest said that NTR wouldn’t do well in a recession and I’m wondering why and whether the same would be true of IFOS.

Please deduct as many credits as necessary. Thanks very much for your comments.

Q: Hi, saw this company picked up phosphate assets in US from Agrium as part of Potash merger divestiture. What do you think of Itafos, insiders, growth, and balance sheet?