TSE:NTR

Nutrien Ltd. (NTR.TO)

107.95
-2.58 (2.33%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
778 watching
0
BUY
Is hitting new highs today after huge run in the last 12 months. The agriculture trade has strong momentum that will go parabolic. Corn and wheat from Ukraine are down substantially while weather is challenging plantings in the U.S. He bought this today, even at these highs. He doesn't see resolution in the supply side. Any correction is a buying opportunity. You must be in agriculture which is not expensive in terms of valuation.
PARTIAL SELL
Don't chase it here, these peak prices are not sustainable. Reflecting the progress of the war, agricultural prices have all shot up. Increasing production without much capex for now. Hold or trim.
PARTIAL SELL
Cyclical. Core holding for him. Sometime it will be wise to take some chips off the table, and that time's coming sooner rather than later.
TOP PICK
Global instability with materials (potash, fertilizer etc.) positively affecting business. Largest fertilizer producer in the world. Long term, business is well positioned to supply world with fertilizer and materials. Potash demand will continue to grow in Asian markets. Financials metrics very strong. Recently announced stock buyback. Management instability will not affect business.
HOLD
The sector is doing very well. Short term, it will react to news good and bad. Going forward, demand should increase. Sector will continue to grow. Lid on pricing has come off. Will see continued strength.
Unspecified
Had abrupt change of CEO in first part of year, two in past year. Benefits from the macro situation. he owns this plus another one. The downstream retail division is the crown jewel. Upstream commodity exposure is moving the needle. Low cost nitrogen production facilities. Has 6 big world class potash deposits in stable political areas with 40 to 50 year reserves. Also a phosphate fertilizer segment. Tightest market in 15 years because of the Russia/Ukraine conflict. Good earnings ahead but fertilizer markets can't stay this high for long term.
HOLD
Owns shares in company. Believes good exposure to commodities via business model. Share price doing very well. Make sure percentage weighting of company in portfolio isn't too high. Will continue to hold.
PARTIAL SELL
When something is in such short supply, the price can go a lot higher. He trimmed about 1/3 of his position, and he's holding the rest. Likes it long term. Dividend will be increased. The run north of $130 won't last forever, so he's watching closely.
TRADE
Not cyclical like car companies, etc. Being a fertilizer company it is considered agricultural. Fertilizer is co-related to the price of wheat and other grains which can keep rising. Regarding the question on the strike at CP, there should be little effect on Nutrien at this time. Sept./Oct. would be different since that is the harvest season.
BUY ON WEAKNESS

Has owned this many years. It's had a good run lately because of rising fertilizer prices driven by the Russian war. She continues to hold it, but won't chase it. Would add only on pullbacks. Rising demand for proteins is a future driver. If you hold a lot of shares, take some profits.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The supply shortage will help the stock in the near term. Weighting and exposure should be kept in mind while the stock rises. There is still some room to go probably. Unlock Premium - Try 5i Free

BUY
It was a top pick two months ago. It is in the agricultural space, a strong group with some influence coming from the Ukraine/Russia conflict. There is a shortage coming in the fertilizer market and Nutrien is a leader in this space with dividend growth and upgraded earnings estimates. Stay with it as part of the hold your winners theme.
HOLD
Great Canadian business. ROC over time is not as great as others. But now in the sweet spot, as it can raise prices and capture this inflationary environment. Going to benefit from higher prices. Great team. Strength of commodity cycle will dwarf CEO issues.
TOP PICK
We're facing inflation risk, and you need to protect against it. So own companies that can increase prices. Ag sector is one of the leaders right now. Seeing volume growth. Upside to earnings. Yield is 2.45%, likely to grow high single digits for the next number of years. (Analysts’ price target is $104.91)
PAST TOP PICK
(A Top Pick Feb 10/21, Up 34%) Thinks company has had a good return in an over-valued market. Rising commodity prices have helped company. Demands for seeds will only increase. Expectation is for another dividend increase. Two previous exiting CEO's is a negative aspect.
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