TSE:NTR

Nutrien Ltd. (NTR.TO)

94.22
+0.56 (0.60%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) is seen as a promising investment opportunity by various experts despite recent market fluctuations and geopolitical tensions, particularly related to the Iran war impacting fertilizer components. Many reviews suggest the stock has shown signs of recovering from past downtrends, indicating a potential turnaround. Several experts highlight the importance of its stable dividend and robust retail operations, which provide a cushion against market volatility. While concerns surrounding fluctuating fertilizer prices remain prevalent, there is an overall sentiment that Nutrien is well-positioned for long-term growth, particularly as farmer balance sheets begin to improve and global agricultural demands rise. The consensus leans towards the stock being a solid buy for patient investors looking for long-term gains in the agriculture sector.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
Potash, POT
BUY

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

PARTIAL BUY
A potash/nitrogen producer with a retail arm. It is a diversified way of playing this commodity. It is a little more cyclical. As of a month ago, management was still confident they could continue to pay the yield. He would have no worries buying half his position now and then see what the market does over the summer. It is a quality company.
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.
Showing 241 to 255 of 388 entries