TSE:NTR

Nutrien Ltd. (NTR.TO)

89.35
+2.36 (2.71%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nutrien Ltd. has garnered a diverse range of reviews, indicating a generally positive outlook among experts. Many analysts highlight the company’s solid position in the agriculture sector, benefiting from current trends such as lower natural gas prices and sustained fertilizer prices influenced by geopolitical events. Despite facing short-term supply chain constraints, their capital allocation strategy and retailer dominance are commended, with confidence in stable dividends and share buybacks. Though some caution exists regarding potential volatility and the impact of commodity cycles on earnings, the consensus remains that Nutrien is a quality company well-positioned for growth in a profitable agriculture sector, making it a reliable long-term investment.

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Consensus
Buy
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Valuation
Fair Value
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MOS
WAIT
They are saying that farmers are behind and HAVE to put fertilizer on their fields. He feels farmers will still hold back and he would hold off on this stock. The seasonal period for this stock is late September into the fall.
COMMENT
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
STRONG BUY
You can buy it with a lot of confidence. Opportunities like this come around once every decade or less. You have to pare down your buy list to companies that represent extraordinary value right now. Crops remain an essential in terms of feeding people in everyday life. They are indispensable to the farming community. He is looking to buy more on this downturn.
HOLD

Think of this as a cyclical stock, selling a fertilizer commodity. A slowing economy is slowing farm product sales. A slowdown in the global economy will also slow global farm product sales. When the economy begins to regain growth, like later this year he thinks, it will recover. He likes it and owns it. Just make sure you hold no more than 3-4% of this in your portfolio.

WEAK BUY
He's long owned this. There's too much potash on the market. NTR has a powerful retail segment, though, selling to farmers. This division earns well. The mining segment depends on global supply, and can be whipped around. China isn't buying much during the virus outbreak, but they eventually will. Nitrogen is oversupplied. The stock has a lot of concerns, but you can buy it while it's down.
DON'T BUY
Everything is now oversold in the market. Lots will rally. The chart looks rounded, which is a bearish sign. Levels of support have been breached multiple times.
HOLD
Holding this will not hurt your portfolio. They have a 4.5% yield. It is getting hurt with the fear of slowdown in China. In the short term, no fireworks.
BUY ON WEAKNESS
Likes it, though it's been hit hard from weather, trade wars and now the coronavirus. A triple whammy. NTR generates a lot of free cash flow, though, at a 12x multiple and also pays a good dividend. They also buyback shares. The agricultural cycle is shorter than others. Buy this on a dip.
BUY
The chart shows a long, steady march down since early 2019. China will be a big influence (their commodity demand). NTR is hitting a bottom last seen in 2018, so you can start a position here, then add above $60. The risk/reward is good.
DON'T BUY
It has performed very poorly. They underperformed recently but gave some strong guidance for this year. This is not the seasonal time for AG stocks. We broke down below a 2018 low. They are saying famers HAVE to apply fertilizer but he is not sold on that theory. There is nothing technically to say this is a place to buy it. It is still a downward trend.
BUY ON WEAKNESS
It's a long-term agricultural play for him. It's now a buying opportunity. It'll hit $60 at some point. It pays a dividend of 4%. Take advantage during volatility like now. It's gone down now because of the coronavirus. Also, some investors are tired of the volatility and have stayed away.
DON'T BUY
He stays away from commodity producers and capital intense companies. They don't have control over the demand for potash and it probably won't go anywhere. They own agricultural business and potash. He would not buy here. Nothing wrong with the company but he is not interested in the business model.
PAST TOP PICK
(A Top Pick Feb 13/19, Down 18%) Trade issues were a negative last year. Contract from China will be delayed due to coronavirus. Generating lots of free cash. Waiting for earnings next week. Longer-term play on emerging markets.
COMMENT
A cyclical stock hit by the coronavirus virus (less Chinese demand). This'll do well if agriculture bounces back. Stick with this if you are long term like he is (he doesn't trade) where he builds a position slowly and averages down. He doesn't invest in commodities much.
DON'T BUY
It's suffering like any company in the commodities space. As USD stays strong, commodity prices continue to fall. This impacts Nutrien's potash and other phosphates. They are holding steady in their retail business. The dividend is not under stress so you get paid while you wait. However, there's nothing on the horizon that commodity prices will improve so it's not the time to buy.
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