Even though I like PotashCorp (POT), there are a few areas of risk I am keeping my eye on that could hold the company back. Between high crop prices and low natural gas prices, mean reversion could impact sales and margins in a bad way. PotashCorp might not be affected nearly as badly as its nearest peers, Agrium (NYSE: AGU) and Mosaic (MOS 0.40%), due to their higher potash cost structure, but peer comparisons aren't the only thing that matters to Mr. Market. Check out the video below where I detail a few things to keep a watchful eye on.
