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