Nutrien Ltd. (NTR.TO) Buy, Sell or Hold

Nutrien Ltd. (NTR.TO)

107.95

-2.58 (2.33%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

778 watching

DON'T BUY

Restrictions on nitrogen in Europe would be good for NTR's business. Necessary. Potash seems to be the least of all environmental evils. He can't predict how the price of fertilizer will move. Doesn't fit his mandate.

BUY

Company trading a very low valuation right now. Excellent buying opportunity. Positive cash flow results will benefit company and share price. Commodity price increase will benefit company long term.

HOLD

Depends on the commodity price. Huge lift from events in Ukraine and Russia. New production coming onstream, but this will take time. Making money hand over fist now. You generally want to buy commodity companies when PE is high, so earnings are low; sell when PE is low, which means earnings are peaking. Sweet spot right now.

BUY

Ag complex has rolled over in the last couple of weeks, but the situation is positive. Not a monopoly, but it's the biggest and strongest in the group. Great entry below $100. A resolution to the Russia-Ukraine war could change the outlook somewhat.

HOLD

He trimmed a couple of months ago. Amazing business. Great financial profile. Earnings and cashflow will continue to grow significantly. If next quarter's numbers and guidance are still good, it should bottom around here and be a good investment for the second half of 2022.

BUY

Has done well with this. Fertilizer and agriculture stocks will see volatility. China and India will need more fertilizer, and those countries are securing their food supply. These are long-term trends, and short-term there is a supply shock.

PAST TOP PICK

(A Top Pick Jun 03/21, Up 52%) Russian invasion, tragically, has driven the price. High agriculture prices result in farmers planting more acreage, which creates high fertilizer prices. Once-in-a-decade bonanza of cashflow. Will make fresh highs before it's done.

HOLD

Fantastic price runup the past year. Announced production expansion. Believes might be top of the market and this is the wrong time to invest. Strength in commodities driven by Russia/Ukraine conflict & is worried about ceasefire downside.

BUY

The Russian war has driven up agricultural and fertilizer prices, but it's uncertain how this plays out. The spike in fertilizer prices has caused farmers to reduce their spend. The situation is in flux, but long term there will be demand more North American commodities instead of Russian. Trades at 11x only. Enjoy the cash flow. This should move higher.

COMMENT

This is the combination of the previous Potash and Agrium companies. It is one of the best performing stocks on the TSX. He is dubious on commodity names since you can't bet what the commodity prices will do. For this one you should have bought a year or two ago.

BUY

Likes the agriculture space. See his Top Picks. Generally the Russian-Ukraine conflict is affecting supply. Less arable land means more fertilizer required. Higher beta, so be prepared for ups and down. Likes it for the next 12-18 months.

BUY

Blockbuster results. Fertilizer price cycle should extend. Potash, nitrogen and phosphate are at nosebleed levels, but supply is constrained from Russia and Belarus. Guidance increased by 58% in next year. $18.50 EPS forecast. Farmers are still buying fertilizer. Blue sky scenario: eclipses RY as largest TSX company, as it did briefly in 2008, and more than doubles.

PARTIAL SELL

Hold or take profits? World is focused on food supply, and fertilizer companies have been the beneficiaries. Agriculture has further to go, but fertilizer companies look expensive. Never a bad idea to trim. More downside than upside from here.

HOLD

We've seen an historic demand spike for fertilizer because of the Russian war, which has cut off supplies from eastern Europe. He likes this stock and space long term, though he took profits recently (the valuation got extended). Don't dump shares nor add. Wait. The price can rise again. Supply constraints will continue for a while, and there aren't many companies in this space. A good company and long-term growth story.

PARTIAL BUY

Allan Tong’s Discover Picks Meanwhile, Nutrien projects nitrogen sales to rise this year from 10.8 to 11.3 million tonnes based on expanded production capacity and strong demand. If demand remains this way, the company expects adjusted net earnings to climb from $10.20 to $11.80 per shares. Nutrien pays a 1.7% dividend. Read 3 Booming Resource Stocks: Fertilizer and Natural Gas for our full analysis.

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Nutrien Ltd. (NTR.TO)