Russ Dratwa's weekly newsletterFrom Russ Dratwa's weekly newsletter August 6th , 2013:
For those brave enough to try to catch a falling knife…should one look
at the potash plays hammered last week?
• Keith Carpenter with Canaccord Genuity continues to like the non-potash
weighted equities, Monsanto (MON-us) and Agrium (AGU-t) versus the
potash-weighted equities Potash Corp and Mosaic. (CG30July13)
• Jed Richardson with Great Quest, “I'd be looking at quality phosphate projects in
general, specifically Arianne Phosphate (DAN-v) as a takeover candidate and Great
Quest (GQ-v), that has the added bonus of a successful peaceful election in Mali last
Sunday, removing risks that have been holding the story back. (30July13)