Nutrien Ltd. | StockChase
6
Nutrien Ltd. (NTR-T)

Last Price Recorded: $65.6000 on 2018-01-17

ON STOCKCHASE SINCE Jan 2018

agriculture
6
Nutrien Ltd. (NTR-T)

Last Price Recorded: $65.6000 on 2018-01-17

ON STOCKCHASE SINCE Jan 2018

agriculture

Nutrien Ltd.


Signal Opinion Expert
COMMENT
Nutrien Ltd.(NTR-T) 

January 17, 2018

An analyst at Scotia has this as a Top pick, and thinks it should be owned and part of a portfolio. However, he is a little shy on the cyclicals commodity complex, but while doing his reading, this stock was popping up everywhere. He is now considering adding this.

agriculture

An analyst at Scotia has this as a Top pick, and thinks it should be owned and part of a portfolio. However, he is a little shy on the cyclicals commodity complex, but while doing his reading, this stock was popping up everywhere. He is now considering adding this.

agriculture
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$65.600
Owned Owned
No

COMMENT
Nutrien Ltd.(NTR-T) 

January 15, 2018

Corn can be used to make oil or feed cattle, so corn prices are not what they used to be. It was as high as $8, but with oil prices coming back it has dropped. There is less incentive for farmers to lay nitrogen to increase production. Also, there is excess capacity in potash. He worries about this, because you can't forecast in the longer sense.

agriculture

Corn can be used to make oil or feed cattle, so corn prices are not what they used to be. It was as high as $8, but with oil prices coming back it has dropped. There is less incentive for farmers to lay nitrogen to increase production. Also, there is excess capacity in potash. He worries about this, because you can't forecast in the longer sense.

agriculture
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$66.500
Owned Owned
Unknown

BUY on WEAKNESS
Nutrien Ltd.(NTR-T) 

January 12, 2018

This was an Agrium (AGU-T) and Potash (POT-T) merger. Together it is a much better business than either of them on their own. Agrium has a great retail business. The combined entity is still a little expensive, and he would like to get it cheaper.

agriculture

This was an Agrium (AGU-T) and Potash (POT-T) merger. Together it is a much better business than either of them on their own. Agrium has a great retail business. The combined entity is still a little expensive, and he would like to get it cheaper.

agriculture
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$66.640
Owned Owned
No

HOLD
Nutrien Ltd.(NTR-T) 

January 11, 2018

This is the merger of Agrium and Potash. If the population is continually growing, someone has to feed them. The industry has been hurt recently, because China, Ukraine and Russia are cutting prices just to get rid of supply. When that supply disappears and demand catches up, they then have pricing power. In the meantime, it is just a matter of sitting back. $50 would be a good entry point. Earnings are going to be choppy over the next little while.

agriculture

This is the merger of Agrium and Potash. If the population is continually growing, someone has to feed them. The industry has been hurt recently, because China, Ukraine and Russia are cutting prices just to get rid of supply. When that supply disappears and demand catches up, they then have pricing power. In the meantime, it is just a matter of sitting back. $50 would be a good entry point. Earnings are going to be choppy over the next little while.

agriculture
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$66.630
Owned Owned
Unknown

TOP PICK
Nutrien Ltd.(NTR-T) 

January 9, 2018

There is a long-term secular theme of population growth. Currently the population is 7.5 billion, and is forecast to be 10 billion by 2050. This pick is a result of a merger of Potash and Agrium. As we have more people and as consumers in the emerging markets get wealthier, there is an increasing demand for food. This merger is taking place when nutrients are near their lows. For the merged company to grow earnings and cash flow, they don't necessarily need an improvement in nutrient prices. The company has indicated they can realize $500 million in synergies for the next couple of years. Also, as an outcome of the merger, they are required to make some asset sales, which can generate about $5 billion in cash. They can redeploy that cash by buying back stock and increasing the dividend. They also want to increase their retail agriculture business. (Analysts' price target is $59.51.)

agriculture

There is a long-term secular theme of population growth. Currently the population is 7.5 billion, and is forecast to be 10 billion by 2050. This pick is a result of a merger of Potash and Agrium. As we have more people and as consumers in the emerging markets get wealthier, there is an increasing demand for food. This merger is taking place when nutrients are near their lows. For the merged company to grow earnings and cash flow, they don't necessarily need an improvement in nutrient prices. The company has indicated they can realize $500 million in synergies for the next couple of years. Also, as an outcome of the merger, they are required to make some asset sales, which can generate about $5 billion in cash. They can redeploy that cash by buying back stock and increasing the dividend. They also want to increase their retail agriculture business. (Analysts' price target is $59.51.)

agriculture
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$65.700
Owned Owned
Yes

HOLD
Nutrien Ltd.(NTR-T) 

January 8, 2018

A fairly new company – POT-T and AGU-T merged.  The global growth picture has been improving substantially.  There is a lot of positive global demand but we have not seen the pricing pressures come through.  He would hold and not buy a ton right here.  US farmers’ incomes have bottomed and could turn around.  He wants to see a few quarters go through.

agriculture

A fairly new company – POT-T and AGU-T merged.  The global growth picture has been improving substantially.  There is a lot of positive global demand but we have not seen the pricing pressures come through.  He would hold and not buy a ton right here.  US farmers’ incomes have bottomed and could turn around.  He wants to see a few quarters go through.

agriculture
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$66.850
Owned Owned
Unknown

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