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

TOP PICK

If US dollar falls, or inflation starts to rise, farmers should have more income to buy fertilizer and seeds. Will benefit from rising potash and nitrogen prices. Usually happens at this stage in the economy if we truly are going to get a breakout. Yield is 3.27%. (Analysts’ price target is $73.38)

TOP PICK

One of the largest agri businesses in the world. Commodity prices for big cash crops are screaming hot, so this is increasing demand and pricing for fertilizer. Crown jewel is downstream supply network. Acquisitions in Southern Hemisphere extend seasonality. Shares are undervalued at 1.3x book value. Yield is 3.51%. (Analysts’ price target is $71.11)

PAST TOP PICK

(A Top Pick Jan 06/20, Up 10%) Very strong global agri company that you can't find anywhere else. Paused dividend last year. Should see it increase in 2021. Headwinds have turned into tailwinds. Good diversifier in portfolios. Yield is 4-4.5%.

BUY

The cyclical stocks are only starting to recover, given strong demand and the low US dollar. They've done vertical integration into retailing and wholesaling. A good balance sheet, making accretive buys and are buying back shares. It is the go-to name in North American fertilizer.

PAST TOP PICK

(A Top Pick Dec 11/19, Up 6%) The street is looking at improving agriculture and fertilizer outlook. Cost containments alone could drive EBITDA 20%. The stock pays a nice dividend. They are competing on the potash level. He sold half over the last 12 months. Better recovery names are out there.

HOLD

No longer a pure play in potash. Vertically integrated. Its products aren't going away. Pricing power is not what it once was. Dividend is safe. Good steady hold.

BUY

Likes the business, though it's been a tough year. Potash and nitrogen are oversupplied, but this will clear up in 2021. Low cost, long life potash mines. High margin, retail stores are a growing part of the business and less cyclical. Empowering farmers with new tools. Good dividend, capital gains, and prospects.

PAST TOP PICK

(A Top Pick Dec 11/19, Down 5%) You want to buy commodities when they're forgotten about. Retail was the reason for the miss. Some investors worry it's a structural issue, but he puts it down to Covid and weather. Still likes it, but sold half his position for other industrial plays. You get paid to wait with a 14% EPS growth rate. Makes sense as long as potash can do OK and retail can get back to where they were. Yield is 4%.

BUY

Writeoff of phosphate business was needed, and just a small part of overall business. Potash and nitrogen move the needle. Price will be weak at the trough of a recession, and will recover. Torque to a recovery will be powerful and shares should rerate higher. Best thing is its downstream retail division, increasingly technologically sophisticated. Excellent business.

BUY

He really likes it and just bought some more. It wants to break out. It has a great business with both retail and potash prices have bottomed. The next 12 months look better than the last 12 months. It could have a pretty good rally into the $60 range. You might want to see if we get a 5-7% pull back just prior to the election and buy then.

HOLD

Emerging countries will increase demand for protein. Long-term, crop prices are starting to strengthen. As well, likes the retail farm side which they've been growing. Attractive yield, growing dividend.

DON'T BUY

He likes their retail operations for agricultural products, but NTR now depends on the price of potash, too dependent for his tastes. He likes the vertical integration with its retail operations.

HOLD

Cyclicals haven't bounced that much off the bottom. Driven by global growth, which has lagged tech. Still a good company, generating free cash, good vertical integration, paying down debt. Stick with it.

PAST TOP PICK

(A Top Pick Sep 17/19, Down 24%) This didn't work out very well but they are still sticking with it. The retail part has remained strong. The commodity business has been lagging. However, the commodity cycle is shorter. Over the medium term, prices should firm up. They pay a healthy dividend with good free cashflow.

WAIT

On a longer time frame, one of premier companies that should catch a bid. Not super cheap. A small short for him. Earnings and cash flow need to improve. Good yield.

Showing 226 to 240 of 393 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Mike Philbrick

ReSolve Asset Management

Martin Cobb, ASIP

Lorne Steinberg Wealth Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Nutrien Ltd. (NTR.TO)