Investment Q&A

Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Q: looks good on paper, my novice opinion. whats your view? thanks

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?