Nutrien Ltd.

NTR-T

TSE:NTR

54.66
2.01 (3.55%)
The Potash Corporation of Saskatchewan, also known as PotashCorp, was a Canadian corporation based in Saskatoon, Saskatchewan. The company merged with Calgary-based Agrium to form Nutrien, in a transaction that closed on January 1, 2018.
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Analysis and Opinions about NTR-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 14, 2020
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.
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Nutrien Ltd. (NTR-T)
February 14, 2020
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
PAST TOP PICK
February 13, 2020
(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.
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Nutrien Ltd. (NTR-T)
February 13, 2020
(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
COMMENT
February 11, 2020
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.
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Nutrien Ltd. (NTR-T)
February 11, 2020
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
DON'T BUY
February 7, 2020
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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Nutrien Ltd. (NTR-T)
February 7, 2020
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.
BUY
BUY
February 3, 2020
He likes it and the entry point is well timed. Last year was a difficult year for them due to early frost and Nitrogen demand was weak. Longer term we are looking at an active consolidator. They have a long reserve life. They are not quite a price setter but they have good market share and can take supply up or down, depending on price of commodity. They buy back a lot of shares each year. He sees a resumption of growth this year.
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Nutrien Ltd. (NTR-T)
February 3, 2020
He likes it and the entry point is well timed. Last year was a difficult year for them due to early frost and Nitrogen demand was weak. Longer term we are looking at an active consolidator. They have a long reserve life. They are not quite a price setter but they have good market share and can take supply up or down, depending on price of commodity. They buy back a lot of shares each year. He sees a resumption of growth this year.
HOLD
HOLD
January 31, 2020
They have disappointed over the last couple of quarters. It has not rallied on the trade talks with China. The fundamentals still look good although weather has had a short term impact. He would continue to hold it. He likes their retail operations and the management team. He does hold a smaller position with them.
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Nutrien Ltd. (NTR-T)
January 31, 2020
They have disappointed over the last couple of quarters. It has not rallied on the trade talks with China. The fundamentals still look good although weather has had a short term impact. He would continue to hold it. He likes their retail operations and the management team. He does hold a smaller position with them.
BUY WEAKNESS
BUY WEAKNESS
January 31, 2020
He would hold off. It's a good, nimble company that has good strategies and takeovers. They have continued to go down, however. There is weakness in commodity prices, though they are good operators. They trade at a higher multiple than others. You could probably start to participate at these prices, but there are mixed feelings in the fertilizer sector. Last year there was a lot of problems that impacted farm income. The need for better fertilizer is still there so they will do alright in the long-run. You could average into this stock.
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Nutrien Ltd. (NTR-T)
January 31, 2020
He would hold off. It's a good, nimble company that has good strategies and takeovers. They have continued to go down, however. There is weakness in commodity prices, though they are good operators. They trade at a higher multiple than others. You could probably start to participate at these prices, but there are mixed feelings in the fertilizer sector. Last year there was a lot of problems that impacted farm income. The need for better fertilizer is still there so they will do alright in the long-run. You could average into this stock.
WATCH
WATCH
January 28, 2020
He's watching it. Nice dividend that typically grows. It's a gentle play on agriculture commodities, plus they have a retail arm. Assuming China buys ag products again, then looks ahead two years and you may be pleasantly surprised; this could outperform the market in the future.
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Nutrien Ltd. (NTR-T)
January 28, 2020
He's watching it. Nice dividend that typically grows. It's a gentle play on agriculture commodities, plus they have a retail arm. Assuming China buys ag products again, then looks ahead two years and you may be pleasantly surprised; this could outperform the market in the future.
BUY WEAKNESS
BUY WEAKNESS
January 27, 2020
It will be susceptible with what happens in China, which buys their product. It's had a significant downtrend since 2008, but equally negative to the S&P. You can take a half position now, but he expects this to move to $52-55. If it breaks below, then we have some serious issues. $52 is a good spot to take a risk.
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Nutrien Ltd. (NTR-T)
January 27, 2020
It will be susceptible with what happens in China, which buys their product. It's had a significant downtrend since 2008, but equally negative to the S&P. You can take a half position now, but he expects this to move to $52-55. If it breaks below, then we have some serious issues. $52 is a good spot to take a risk.
DON'T BUY
DON'T BUY
January 21, 2020
It comes down to demand from China. The price does not reflect the story, which worries him. It's in a down channel. He needs to see 3-6 months of base-building to convince him to step in. The street is too optimistic about NTR.
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Nutrien Ltd. (NTR-T)
January 21, 2020
It comes down to demand from China. The price does not reflect the story, which worries him. It's in a down channel. He needs to see 3-6 months of base-building to convince him to step in. The street is too optimistic about NTR.
BUY
BUY
January 14, 2020
She'd buy it now. Last year was disappointing for potash pricing, and the trade war also hurt NTR. The signing of the US-China trade deal, phase one, should benefit US farmers and NTR. The bad news is in the stock already. NTR's retail operations in America and Australia are performing well and are stable--she likes them. Will build retail in Brazil, too. NTR generates a lot of free cash flow after the Potash merger a few years ago to buyback shares, invest in retail and raise the dividend. Pays a 3.7% yield. Didn't rally with the market last year, but will have a better 2020.
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Nutrien Ltd. (NTR-T)
January 14, 2020
She'd buy it now. Last year was disappointing for potash pricing, and the trade war also hurt NTR. The signing of the US-China trade deal, phase one, should benefit US farmers and NTR. The bad news is in the stock already. NTR's retail operations in America and Australia are performing well and are stable--she likes them. Will build retail in Brazil, too. NTR generates a lot of free cash flow after the Potash merger a few years ago to buyback shares, invest in retail and raise the dividend. Pays a 3.7% yield. Didn't rally with the market last year, but will have a better 2020.
BUY
BUY
January 10, 2020

Reminds him of MFC of a few years ago--can't get out of its own way. There's potash oversupply. Weak global demand. NTR missed Q3 and lowered guidance. Suffered their worst-ever weather in 2019. Then there's the trade war. The bull argument is that NTR hasn't been this cheap in a long time, trading at 15x 2020; its retail EBITDA were up sharply last quarter. He feels potash woes will pass soon and NTR's EPS will rise 36% this year. NTR is buying back their shares and boast a strong dividend. This is a contrarian call.

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Nutrien Ltd. (NTR-T)
January 10, 2020

Reminds him of MFC of a few years ago--can't get out of its own way. There's potash oversupply. Weak global demand. NTR missed Q3 and lowered guidance. Suffered their worst-ever weather in 2019. Then there's the trade war. The bull argument is that NTR hasn't been this cheap in a long time, trading at 15x 2020; its retail EBITDA were up sharply last quarter. He feels potash woes will pass soon and NTR's EPS will rise 36% this year. NTR is buying back their shares and boast a strong dividend. This is a contrarian call.

DON'T BUY
DON'T BUY
January 7, 2020
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.
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Nutrien Ltd. (NTR-T)
January 7, 2020
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
PAST TOP PICK
January 6, 2020
(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.
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Nutrien Ltd. (NTR-T)
January 6, 2020
(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
TOP PICK
January 6, 2020
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)
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Nutrien Ltd. (NTR-T)
January 6, 2020
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)
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