General Partner
Eagle Capital Partners | New York NY
“My first pick is Compass Minerals [CMP], which trades at 72 a share. It has 33 million shares and debt of $500 million. Recently volatile results in potash have obscured the long-term positive trends in its sales and potash operations. Compass owns perhaps the best rock-salt mine in the world, in Ontario, next to Lake Huron … . Compass also produces sulfate of potash, or SOP. It is a specialty fertilizer that typically sells at a premium of $150 to $200 a ton to commodity potash.”
Other picks by Meryl Witmer in January: Delta Lloyd [DL.Netherlands]; Genworth MI Canada [MIC.Canada]; Stewart Info Svs [STC]; Biotest [BIO3.Germany]. Barron’s Roundtable, January 18, 2010.
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