Managers in action: two agricultural titles to avoid Potash

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In Canada, when one thinks of agriculture, one thinks of Potash Corporation (TSX:POT). Vincent Fournier, from Claret, prefers to look elsewhere. The portfolio manager talks about the weaknesses of Potash and the fact that certain agricultural stocks such as AG Growth (TSX: AFN) and Input (TSX:INP) have experienced dark days lately which gives them a rebound potential.
 
Watch this French interview on Les Affaires

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  • Claret

    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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