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

It's been riding a falling balance sheet. Earnings look good at $3.99/share. The concern is that earnings have been sliding off. The company is trading at a discount to book. He doesn't see a driver that would push the stock forward.

PAST TOP PICK

(A Top Pick Jan 15/19, Down 5%) It has been a tough year for farmers. It was one of the poorest planting seasons on record. See his Top Picks.

TOP PICK

He thinks this is one of Canada's few global franchises with a global brand out there. They just purchased another agriculture business in Brazil. The dividend is over 4% at these levels. The long term fundamentals are great. (Analysts’ price target is $79.52)

PAST TOP PICK

(A Top Pick Jan 03/19, Up 4%) He holds it as he believes farmers will continue to play catch up on plantings. Yield 4%

DON'T BUY

The China/US trade situation is the main thing. In the 2021 crop year the farmers will have cash again to go and buy their products.

PAST TOP PICK

(A Top Pick Dec 20/18, Up 8%) Results were muted as the spring was wet for planting. Fall saw early snow and slowed demand. The thesis still stands, pricing will increase for potash and nutrients.

BUY ON WEAKNESS

Target price and the bottom? Don't look at this short-term. NTR is very well-positioned. The dividend is safe. Assets are in Canada, which is fine to be. A great dividend stock. Buy this when things don't look great.

PAST TOP PICK

(A Top Pick Sep 17/19, Down 6%) They suffered a bit during the CN Rail strike, which idled some production, but he still likes it. Commodities are a lot shorter cycle and getting more vertically integrated and efficient. Outlook for their free cash flow growth is strong. Fairly cheap and pays a good dividend. Fine long-term growth, but a little volatile.

BUY

Seasonal play? This is an attractive entry point -- at $62. She owns it presently. They are the largest potash producer and although potash prices have fallen, the company has curtailed some production for the time being. She likes how they are growing their distribution sales network. They are going to reinvest growing cash flow into their network.

TOP PICK

It has been under pressure from tax loss selling. Fall weather has been a headwind as well for their commodity sales. He sees a rebound of 38% earnings growth next year, cheap when it is trading closer to 25 times earnings. They are also doing a share buyback right now. (Analysts’ price target is $79.73)

BUY ON WEAKNESS

He's watching it, deciding when to step in. He likes agriculture stocks. Fertilizer demand has been weak due to poor weather in the US. NTR has increased share buybacks to support the stock. Pays a dividend below 3%. It has an undecided valuation; who can guess the weather in 2020? Their retail side is merely okay. If this declines 10-20%, he might buy.

HOLD

The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.

PAST TOP PICK

(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.

SELL ON STRENGTH

He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.

TOP PICK

The stock that investors love to hate. He's been in and out of this. Likes its global outlook and fundamentals. (Analysts’ price target is $81.33)

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Nutrien Ltd. (NTR.TO)