If you recall, spring weather in North America was awful. It felt like summer would never arrive. The cold wet weather led to the worst US planting season in history. Nitrogen and Potash ended up doing much better than the street anticipated. However, retail and phosphate lagged because of the delayed planting season.
Issue 31- Nutrien More Resilient
If you recall, spring weather in North America was awful. It felt like summer would never arrive. The cold wet weather led to the worst US planting season in history. Nitrogen and Potash ended up doing much better than the street anticipated. However, retail and phosphate lagged because of the delayed planting season.
Disclaimer: Palos Funds are shareholders of NTR.
By Charles Marleau, CIM & Joany Pagé, CFA
Continue Reading in PDF
By Charles Marleau, CIM & Joany Pagé, CFA
Click to Read Macro View
By Hubert Marleau
Click to Read Options Corner
By Robert Mendel
Click to Read Palos-Mitchell Report
By William Mitchell