Epiphany Investing

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Adding Potash Corp. to Secular Trends Portfolio (POT)

Posted on | September 12, 2008 Time: 3:31 pm |

I should have taken care of this yesterday, as I was all set to add Potash Corp. (POT) to the Secular Trends Portfolio earlier in the week but was sitting aside to wait out any last minute, foolish volatility. The news of their increased buyback today took the total program up to about 10% of the outstanding shares.

My thesis for the stock is well-vetted, as can be seen in my recent commentary here and at Investopedia Advisor.

Creating a 4% position, buying in at $160.67

This company absolutely thrills me, as it apparently does its rabid fan base. They have about 50 years worth of supply in known reserves, and they will become quite the cash cow in a few years once folks realize that today’s potash prices aren’t an aberration but in fact the new norm. The company also has fantastic and clear information on its well fleshed-out investor relations page. I highly encourage any prospective shareholders to check it out in the course of their due diligence.

Ryan Barnes

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Read more on Potash Corporation of Saskatchewan at Wikinvest
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