Nutrien Ltd. (NTR-T) Stock Predictions - Stockchase
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Nutrien Ltd. (NTR-T)

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Nutrien Ltd.

NTR-T

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Nutrien Ltd. (NTR-T) SAVE Mar, 18, 2019, 3:27 pm

71.57 0.24 (0.34%)

About Nutrien Ltd. (NTR-T)

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. More at Wikipedia

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BUY
Nutrien Ltd.(NTR-T) 

March 12, 2019

She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.
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She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.830
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

March 1, 2019

This name generates cash. They have moved into the retail side of the fertilizer business. A great franchise and #1 in potash. You can put this name away for 10 years and should be ok.
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This name generates cash. They have moved into the retail side of the fertilizer business. A great franchise and #1 in potash. You can put this name away for 10 years and should be ok.
agriculture
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$72.700
Owned Owned
No

HOLD
Nutrien Ltd.(NTR-T) 

February 27, 2019

He's eliminated commodities from his portfolios. Commodities have been in a tough spot in recent years. NTR hasn't done much over the past 5 years as potash prices hace failed to break out upwards and sustain momentum. He is curious about where NTR goes, given the deal they announced today. If you own this, it's a solid hold.
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He's eliminated commodities from his portfolios. Commodities have been in a tough spot in recent years. NTR hasn't done much over the past 5 years as potash prices hace failed to break out upwards and sustain momentum. He is curious about where NTR goes, given the deal they announced today. If you own this, it's a solid hold.
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James Telfser

Partner & , Aventine Management ...

Price Price
$73.060
Owned Owned
No

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

February 21, 2019

(A Top Pick Feb 23/18, Up 16%) Still a big fan of the name. Balance sheet fired power. Still modeling a 35% EPS growth. A name you can very much get behind here.
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(A Top Pick Feb 23/18, Up 16%) Still a big fan of the name. Balance sheet fired power. Still modeling a 35% EPS growth. A name you can very much get behind here.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$71.600
Owned Owned
Unknown

HOLD
Nutrien Ltd.(NTR-T) 

February 15, 2019

Missed earnings by a penny, revenue up 7.4% but missed by 20M. They have cash to make acquisitions, increased the dividend. Coming into a new season, so we'll have to see how the weather turns out. Has no problem with it at the $70 level. Will flatline for a bit, until commodity prices go higher or something else happens.
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Missed earnings by a penny, revenue up 7.4% but missed by 20M. They have cash to make acquisitions, increased the dividend. Coming into a new season, so we'll have to see how the weather turns out. Has no problem with it at the $70 level. Will flatline for a bit, until commodity prices go higher or something else happens.
agriculture
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David Driscoll

President , Liberty Internationa...

Price Price
$71.040
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

February 13, 2019

The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)
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The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)
agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.740
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

January 30, 2019

Solid business. They're the biggest potash supplier in the world. They've gone into retail. After a downturn in recent years, they're slowing coming out of it. There are supply issues from other suppliers, though. It's a solid name in this space. Depending on how things go with China (a big postash buyer), NTR should do well in the next few years. This is a long-term buy.
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Solid business. They're the biggest potash supplier in the world. They've gone into retail. After a downturn in recent years, they're slowing coming out of it. There are supply issues from other suppliers, though. It's a solid name in this space. Depending on how things go with China (a big postash buyer), NTR should do well in the next few years. This is a long-term buy.
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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$68.550
Owned Owned
Unknown

TOP PICK
Nutrien Ltd.(NTR-T) 

January 18, 2019

The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50)
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The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50)
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Norman Levine

Managing D, Portfolio Management...

Price Price
$68.090
Owned Owned
Yes

HOLD
Nutrien Ltd.(NTR-T) 

January 17, 2019

Does have seasonality, it depend on when the farmers buy. Fall tends to be weaker, and then picks up in Q4. EBITDA since the merger has been going well. Potash prices have started to rise. But farmers have started using satellite imaging, so they don't need as much fertilizer as they used to. It's in his TFSAs, with consistent dividend growth over time. It's cyclical. Commodity price is holding steady and starting to rise, which will be beneficial. Yield is 3.7%. (Analysts’ price target is $82.52)
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Does have seasonality, it depend on when the farmers buy. Fall tends to be weaker, and then picks up in Q4. EBITDA since the merger has been going well. Potash prices have started to rise. But farmers have started using satellite imaging, so they don't need as much fertilizer as they used to. It's in his TFSAs, with consistent dividend growth over time. It's cyclical. Commodity price is holding steady and starting to rise, which will be beneficial. Yield is 3.7%. (Analysts’ price target is $82.52)
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David Driscoll

President , Liberty Internationa...

Price Price
$67.690
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

January 15, 2019

It's bouncing off its bottom of $60. NTR is a stable way to place a volatile space, given its vast size. Expects the 3.5% dividend to rise this year by 8-10%. Potash demand is stable. Great managers. A long-term buy. (Analysts’ price target is $82.55)
agriculture
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It's bouncing off its bottom of $60. NTR is a stable way to place a volatile space, given its vast size. Expects the 3.5% dividend to rise this year by 8-10%. Potash demand is stable. Great managers. A long-term buy. (Analysts’ price target is $82.55)
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$65.910
Owned Owned
Yes

DON'T BUY
Nutrien Ltd.(NTR-T) 

January 14, 2019

We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.
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We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.
agriculture
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$65.920
Owned Owned
Unknown

COMMENT
Nutrien Ltd.(NTR-T) 

January 14, 2019

The leading way way to play phosphates and potash in North America. He likes NTR, but because he's a mid-cap manager (and NTR is large cap) he prefers IFOS-X in this space within this cycle.
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The leading way way to play phosphates and potash in North America. He likes NTR, but because he's a mid-cap manager (and NTR is large cap) he prefers IFOS-X in this space within this cycle.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$65.920
Owned Owned
No

COMMENT
Nutrien Ltd.(NTR-T) 

January 11, 2019

NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only some much arable land and thinks NTR-T will benefit the most.
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NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only some much arable land and thinks NTR-T will benefit the most.
agriculture
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Fabrice Taylor

Publisher, The President's Club...

Price Price
$66.160
Owned Owned
_N/A

WATCH
Nutrien Ltd.(NTR-T) 

January 10, 2019

It dropped off and came back to $66. The downtrend is probably broken. It will probably go sideways until it breaks through $66 and then go further.
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It dropped off and came back to $66. The downtrend is probably broken. It will probably go sideways until it breaks through $66 and then go further.
agriculture
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$66.280
Owned Owned
Unknown

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

January 10, 2019

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

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(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$66.280
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

January 2, 2019

It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)
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It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)
agriculture
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$62.780
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

December 20, 2018

It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)
agriculture
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It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)
agriculture
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Norman Levine

Managing D, Portfolio Management...

Price Price
$60.740
Owned Owned
Yes

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

December 4, 2018

(A Top Pick Nov 30/17, Up 12%) There are $500 million of synergies up for grabs after the big merger, which could even be higher. They are ahead of plan in synergizing. Also are selling $5 billion of non-core assets. This week in Chile, they just sold a lithium mine, generating $4 billion in cash that'll go to share buybacks and dividends. There are big gains still to come.

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(A Top Pick Nov 30/17, Up 12%) There are $500 million of synergies up for grabs after the big merger, which could even be higher. They are ahead of plan in synergizing. Also are selling $5 billion of non-core assets. This week in Chile, they just sold a lithium mine, generating $4 billion in cash that'll go to share buybacks and dividends. There are big gains still to come.

agriculture
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$67.850
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

November 27, 2018

It's interesting now. Anytime you see an industry go through a down cycle as long as this, then a merger of two big players, that's usually positive. He likes this long-term, but short-term he expects a recession. He owns a little of this.
agriculture
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It's interesting now. Anytime you see an industry go through a down cycle as long as this, then a merger of two big players, that's usually positive. He likes this long-term, but short-term he expects a recession. He owns a little of this.
agriculture
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$67.320
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

November 21, 2018

Their Q3 beat by 10% and raised guidance as well as dividend. Well-run. He expects them to deploy $6-8 billion in coming years to drive growth. Will grow earnings 30% annually. Trades at only 13x. Solid dividend and balance sheet. (Analysts’ price target is $84.64)
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Their Q3 beat by 10% and raised guidance as well as dividend. Well-run. He expects them to deploy $6-8 billion in coming years to drive growth. Will grow earnings 30% annually. Trades at only 13x. Solid dividend and balance sheet. (Analysts’ price target is $84.64)
agriculture
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$67.720
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

November 15, 2018

They're having an up-and-down year. It's a long-term (5-10-years) play on global fertilizer demand..
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They're having an up-and-down year. It's a long-term (5-10-years) play on global fertilizer demand..
agriculture
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$70.450
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

November 8, 2018

b He bought a few months ago but has very little exposure to commodities. You want to own when base commodities for a company are doing well, which they are. This one is outperforming the Toronto market. It is a good one for an RESP. But keep in mind that these stocks are to be traded.
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b He bought a few months ago but has very little exposure to commodities. You want to own when base commodities for a company are doing well, which they are. This one is outperforming the Toronto market. It is a good one for an RESP. But keep in mind that these stocks are to be traded.
agriculture
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Norman Levine

Managing D, Portfolio Management...

Price Price
$74.520
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

November 5, 2018

It's not far from its book value. Has good potential upside. The risks are reasonable now. He likes it.
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It's not far from its book value. Has good potential upside. The risks are reasonable now. He likes it.
agriculture
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$71.470
Owned Owned
Unknown

TOP PICK
Nutrien Ltd.(NTR-T) 

October 29, 2018

He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)

agriculture
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He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)

agriculture
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$66.900
Owned Owned
Yes

BUY
Nutrien Ltd.(NTR-T) 

October 24, 2018

Likes it. It's the biggest crop nutriens player in the world, specifically potash and nitrogens, segments which are improving rapidly, and phosphates less so. As a condition of their merger, $5 billion assets were sold and those may  be re-deployed into retail network expansion in South America like Brazil, a huge market. There's also $500 million in synergies to be captured which they are doing ahead of schedule. Expect dividend growth, acquisitions and share buybacks.

agriculture
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Likes it. It's the biggest crop nutriens player in the world, specifically potash and nitrogens, segments which are improving rapidly, and phosphates less so. As a condition of their merger, $5 billion assets were sold and those may  be re-deployed into retail network expansion in South America like Brazil, a huge market. There's also $500 million in synergies to be captured which they are doing ahead of schedule. Expect dividend growth, acquisitions and share buybacks.

agriculture
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$66.200
Owned Owned
Yes

COMMENT
Nutrien Ltd.(NTR-T) 

October 12, 2018

On one hand, people have to eat so we need potash. Others says it’s a commodity. There’s a need for inventory this year. Depends what you want to be involved in. If you want to be in the ag space, all the fund managers will own it, so its multiple will be higher.

agriculture
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On one hand, people have to eat so we need potash. Others says it’s a commodity. There’s a need for inventory this year. Depends what you want to be involved in. If you want to be in the ag space, all the fund managers will own it, so its multiple will be higher.

agriculture
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David Driscoll

President , Liberty Internationa...

Price Price
$70.480
Owned Owned
Unknown

TOP PICK
Nutrien Ltd.(NTR-T) 

October 10, 2018

They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90) 

agriculture
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They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90) 

agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.640
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

September 25, 2018

This is the merger of Potash and Agrium. He wants to own commodity stocks only when the commodities are going up. Both of their main products, nitrogen and potash, have good outlooks. There is an upcoming shortage of nitrogen. They also have an agricultural retail business that stabilizes the company. Yield 2.8%. (Analysts’ price target is $81.58)

agriculture
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This is the merger of Potash and Agrium. He wants to own commodity stocks only when the commodities are going up. Both of their main products, nitrogen and potash, have good outlooks. There is an upcoming shortage of nitrogen. They also have an agricultural retail business that stabilizes the company. Yield 2.8%. (Analysts’ price target is $81.58)

agriculture
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Norman Levine

Managing D, Portfolio Management...

Price Price
$74.780
Owned Owned
Yes

HOLD
Nutrien Ltd.(NTR-T) 

September 19, 2018

Potash is less of a commodity than in the past.  The world needs this commodity around the world.  The previous supply situation globally is abating as marginal mines are not being built.  This is a good name to own.  He prefers to hold base metals instead, where there is even greater growth potential.  Yield 2.7%.  

agriculture
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Potash is less of a commodity than in the past.  The world needs this commodity around the world.  The previous supply situation globally is abating as marginal mines are not being built.  This is a good name to own.  He prefers to hold base metals instead, where there is even greater growth potential.  Yield 2.7%.  

agriculture
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$75.680
Owned Owned
No

BUY
Nutrien Ltd.(NTR-T) 

September 17, 2018

Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

agriculture
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Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

agriculture
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$75.380
Owned Owned
Yes

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