EPISODE · Sep 13, 2019 · 7 MIN
The Asset Allocator: Some Cash For Potash, And Other Boring Products
from SA For FAs · host Seeking Alpha
My search for investments that could stand up to a bear market continues, and has led me to Israel Chemicals (ICL), a boring but cheap conglomerate. The company reported substantial year-over-year gains at the start of this year, but its stock’s share price has fallen substantially since then. This podcast (7:55) conjectures that the market may be typecasting ICL as a potash company. Yet ICL is more profitable, more diversified and offers greater value-add than some of its peers.Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Asset Allocator: Some Cash For Potash, And Other Boring Products
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