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Top trader Najarian: Buy this fertilizer stock

A worker prepares a railcar to transport potash from the Potash of Saskatchewan Lanigan mine in Lanigan, Sasketchewan, Canada.
Geoff Howe | Bloomberg | Getty Images

CNBC "Halftime Report" trader Jon Najarian bought shares of Potash Corp. of Saskatchewan, the fertilizer maker, on Monday after spotting unusual activity in the options market.

Najarian is leading the CNBC Pro's Model Portfolio competition, up 12 percent on the year, beating the S&P 500, which is up 1 percent.

Here is what Najarian sees and why he thinks the stock can rally from here.

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