Nutrien Ltd. (NTR.TO)

One of those quintessential companies. Everyone has to eat, population is growing. Wonderful distribution system and retail brand. Seeing demand pick up. Hopes we've hit cycle low point, earnings should accelerate. Likes the dividend.

Does not own shares at present. Strong company, but waiting for share price to fall. Demand for products very cyclical - difficult to predict outcome of business. At some point, demand for fertilizer will grow. Expecting a higher share price going forward - just unsure when. 

Canadian champion. Significant market share around the world. Quality. Would own again at the right price. Impressive profitability, strong balance sheet, good yield of 3%. Valuation is really starting to look attractive. Buy now, enjoy yield, hold it for the long term, get price appreciation as well.

Agriculture has been challenged lately due to weak commodity prices. There are signs that buying is increasing; farmers can't defer buying fertilizer forever, but this price recovery will take time and eventually NTR will benefit.

Not a good trend (downwards). However, institutional accumulation of shares is good. If stock price starts to rise, would indicate trend reversal. Expecting strength down the road. Would recommend for the long term investors. Not a good trend in the short term. 

He got stopped out. He's a big believer in stop losses, so that little mistakes don't turn into big ones. Seasonally, this is when NTR tends to start doing a bit better. Ag commodity prices have been firming up. He doesn't buy turnaround stories on price or situation, but if you already own, probably hold.

Recent weakness in share price presenting a good opportunity for investors. Shares priced at approximate book value. Excellent value for long term investors. 

Lots of bad news already in that space. Stock price is more towards the bottom.

Sold on trend breakdown. Lower highs and lower lows, peaks and troughs getting lower and lower. Still in downtrend. He'd be interested if starts to consolidate. If last peak is taken out to the upside, proof that no longer in a downtrend. But right now, don't re-enter.

Technical chart shows a falling price with lower lows, lower highs. Below 200-day MA. Soft commodity prices. Volatile on demand and pricing. Avoid for now. Long-term, less land so productivity per acre will matter.

He has owned it through its rise and fall. It has very cheap access to natural gas. If you have it in your portfolio you could sell some if it gets to a 6% holding and then buy back if it gets down to the 3% level.

Stock's still not cheap despite its fall. 14.8x 2024. Modelling no growth. Whippy. Buy a bit. Writing a put is an excellent idea -- why not oblige yourself to own it at $62-64 for 3-4 months, and take in some really nice premiums.

Half of the business is in retail which accounts for the 4% dividend. The other part is a call on potash prices which are down substantially but should do better in the long term.

11x earnings, yield of 4%. Oligopoly. Russia-Ukraine war increased price of potash in 2020. It's really a commodity business, too volatile, he wouldn't own. There may be too much potash at some point.

NTR is highly cyclical, and investors are worried that China's slowdown will continue to impact contract pricing. But at 11X earnings, with a 4% dividend, we think it is attractive for investors with some patience to ride out the current downturn. 
Unlock Premium - Try 5i Free