Natural Resources >> Analyst Interviews >> August 8, 2011
Growing Agricultural Demand Drives Fertilizer Equities – Ben Isaacson – Scotia Capital
Ben Isaacson is an Equity Research Analyst in Scotiabank Global Banking and Markets' Toronto office, and covers global fertilizer and specialty commodity stocks. Since he launched research coverage of senior fertilizer producers, he has been consistently ranked number one by Greenwich Associates, and number two by Brendan Wood International (number three in 2011). Mr. Isaacson has also won StarMine awards for accuracy in both stock picking and earnings forecasts. Mr. Isaacson is a graduate of the University of Toronto where he earned his MBA in finance. He received his CFA designation in 2005 and is a member of both the Toronto Society of Financial Analysts and the CFA Institute. Prior to joining Scotiabank GBM in 2006, Mr. Isaacson was active in credit and debt portfolio management at a major Canadian investment dealer. Profile
TWST: Where do you focus your attention in the fertilizer space these days?
Mr. Isaacson: Right now, we're focused more on the outlook of potash, which we believe will be the only one of the three