Who Is Benefiting From an Integrated Business?

Agrium (NYSE: AGU  ) has been under fire since last year from its largest shareholder, JANA Partners, for its handling of the retail portion of its integrated fertilizer business. While Agrium management has initiated some of the suggestions from JANA Partners, such as a boost to the dividend and an increase in reporting from its retail segment, there are still some outstanding issues. In a recent presentation however, management was outspoken in favor of this business combination and its positive benefits for Agrium shareholders.

For greater insight into this important shareholder issue, tune into Motley Fool analyst Taylor Muckerman's video below.

For exposure to a more wholesale pure-play, look no further than PotashCorp:
With less and less arable land available around the world, increasing yields from existing plots will become increasingly important to keep up with expected population growth. Cheap and effective fertilizers could be the key to achieving this goal. As the global leader in potash production, PotashCorp has several barriers to entry established that make it nearly impossible for competition to break through. Click here now to access The Motley Fool's new premium research report on PotashCorp, in which we cover precisely what these barriers to entry are and detail several other key reasons why this company presents such a compelling investment opportunity today.