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.
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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.
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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)
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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)
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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.
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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.
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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.
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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.

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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)
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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)
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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)
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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.

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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.
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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.
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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)
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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..
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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.
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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.
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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)

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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)

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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.

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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.

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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.

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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) 

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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) 

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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)

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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)

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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%.  

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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.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$75.380
Owned Owned
Yes

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

September 13, 2018

(Past Top Pick, Nov. 30, 2017, Up 18%) He bought this two years ago at the bottom of the cycle, and now the oversupply glut is clearing and India is paying higher prices for potash. Has $5 billion in cash and will likely make accretive purchases in the future.

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(Past Top Pick, Nov. 30, 2017, Up 18%) He bought this two years ago at the bottom of the cycle, and now the oversupply glut is clearing and India is paying higher prices for potash. Has $5 billion in cash and will likely make accretive purchases in the future.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$73.360
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

September 11, 2018

She thinks synergies from the merger of Potash and Agrium are coming through faster than expected. They had to sell several assets as a condition of the merger, and those sales are now closing, generating about $5 billion in cash. They also expect to generate $6 to 8 billion in free cash flow over the next few years. They are buying back stock and they expect to increase the yield on their dividend. They are also investing in growing out their retail platform, hold about a 19% share of their market in the US and think they can grow it to 30%. They are also planning to expand in Australia and Brazil. They think their retail business is the promising area for future growth, rather than wholesale. In addition, the price of potash seems to be rising from its trough. Yield 2.9%. (Analysts’ price target is $81.48)

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She thinks synergies from the merger of Potash and Agrium are coming through faster than expected. They had to sell several assets as a condition of the merger, and those sales are now closing, generating about $5 billion in cash. They also expect to generate $6 to 8 billion in free cash flow over the next few years. They are buying back stock and they expect to increase the yield on their dividend. They are also investing in growing out their retail platform, hold about a 19% share of their market in the US and think they can grow it to 30%. They are also planning to expand in Australia and Brazil. They think their retail business is the promising area for future growth, rather than wholesale. In addition, the price of potash seems to be rising from its trough. Yield 2.9%. (Analysts’ price target is $81.48)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$73.370
Owned Owned
Yes

HOLD
Nutrien Ltd.(NTR-T) 

August 27, 2018

He owned POT-T before.  The risk is the cycle with the commodity.  Overall it is a necessary component for agriculture.  The past few years have not been kind to this company or commodity so he would look at this as a potential for a better look at this company.  Stick with it if you have a long term horizon.  Don’t pick it for short term gains.

agriculture
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He owned POT-T before.  The risk is the cycle with the commodity.  Overall it is a necessary component for agriculture.  The past few years have not been kind to this company or commodity so he would look at this as a potential for a better look at this company.  Stick with it if you have a long term horizon.  Don’t pick it for short term gains.

agriculture
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$72.810
Owned Owned
No

TOP PICK
Nutrien Ltd.(NTR-T) 

August 27, 2018

We're heading into a bullish cycle for fertilizers. They're selling assets and paying down debt. There will be big share buybacks. This will be the go-to name in this space. (Analysts' price target: $80.44)

agriculture
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We're heading into a bullish cycle for fertilizers. They're selling assets and paying down debt. There will be big share buybacks. This will be the go-to name in this space. (Analysts' price target: $80.44)

agriculture
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$72.810
Owned Owned
Yes

SELL
Nutrien Ltd.(NTR-T) 

August 15, 2018

Analysts had the new entity valued around $72.  He thinks the forward outlook remains mixed.  He would be a holder at best at this point.  He thinks there will be the chance to repurchase in the mid-$60s in the next six months.  

agriculture
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Analysts had the new entity valued around $72.  He thinks the forward outlook remains mixed.  He would be a holder at best at this point.  He thinks there will be the chance to repurchase in the mid-$60s in the next six months.  

agriculture
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$72.290
Owned Owned
No

BUY
Nutrien Ltd.(NTR-T) 

August 8, 2018

Hold in their client portfolios and likes the company and continues to hold it.  She likes the long term growth prospect.  They are a big producer of potash and nitrogen.  They had a big beat in their last report.  Are a fertilizer company and they have retail stores for the farmers.  There is a lot of growth potential.  Also want to expand retail platform to Australia and Brazil.  They have a lot of cash flow from sale of certain assets to grow their retail.

agriculture
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Hold in their client portfolios and likes the company and continues to hold it.  She likes the long term growth prospect.  They are a big producer of potash and nitrogen.  They had a big beat in their last report.  Are a fertilizer company and they have retail stores for the farmers.  There is a lot of growth potential.  Also want to expand retail platform to Australia and Brazil.  They have a lot of cash flow from sale of certain assets to grow their retail.

agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$74.100
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

August 7, 2018

Trying to work through recent merger and cost synergies. Long-term theme is the growing population, and growing middle class in emerging markets. Demand for fertilizer this year is outpacing last year’s. $71 is a good entry point. Yield is 2.8%. (Analysts’ price target is $78.96.)

agriculture
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Trying to work through recent merger and cost synergies. Long-term theme is the growing population, and growing middle class in emerging markets. Demand for fertilizer this year is outpacing last year’s. $71 is a good entry point. Yield is 2.8%. (Analysts’ price target is $78.96.)

agriculture
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David Driscoll

President , Liberty Internationa...

Price Price
$73.980
Owned Owned
Yes

BUY on WEAKNESS
Nutrien Ltd.(NTR-T) 

July 31, 2018

The company sold off after the merger and has come back up. The valuation level might now be a bit too high. There are only so many places where you can get potash. He sees it as a national champion asset in Canada. He thinks this is a good quality company.

agriculture
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The company sold off after the merger and has come back up. The valuation level might now be a bit too high. There are only so many places where you can get potash. He sees it as a national champion asset in Canada. He thinks this is a good quality company.

agriculture
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$70.650
Owned Owned
Yes

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

July 26, 2018

(A Top Pick July 28/17 - Up 2%.) Still likes it. Balance sheet has strong firepower. Modeling 25% earnings growth. Going higher from here.

agriculture
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(A Top Pick July 28/17 - Up 2%.) Still likes it. Balance sheet has strong firepower. Modeling 25% earnings growth. Going higher from here.

agriculture
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$70.300
Owned Owned
Yes

WATCH
Nutrien Ltd.(NTR-T) 

July 10, 2018

She owned Agrium and held onto it when it merged into Nutrien. She thinks prices of potash are low and will rise. She likes their retail presence and their plans to expand this in the US and Australia. This provides a more stable revenue stream. Nutrien is also creating private label products which offer higher margins.

agriculture
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She owned Agrium and held onto it when it merged into Nutrien. She thinks prices of potash are low and will rise. She likes their retail presence and their plans to expand this in the US and Australia. This provides a more stable revenue stream. Nutrien is also creating private label products which offer higher margins.

agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.270
Owned Owned
Yes

DON'T BUY
Nutrien Ltd.(NTR-T) 

July 6, 2018

Buy now or in the fall? Not really happy with the marriage, liked them more as independent companies. Good asset distribution around world is bound to grow, well run, good resource potential. Doesn’t know about seasonality. There’s a fly in the ointment regarding tariffs. For example, soybean prices are at 10-year low. Be a little bit cautious now. Anything that affects price of basic food commodities will affect the demand for fertilizer. Yield of 3%.

agriculture
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Buy now or in the fall? Not really happy with the marriage, liked them more as independent companies. Good asset distribution around world is bound to grow, well run, good resource potential. Doesn’t know about seasonality. There’s a fly in the ointment regarding tariffs. For example, soybean prices are at 10-year low. Be a little bit cautious now. Anything that affects price of basic food commodities will affect the demand for fertilizer. Yield of 3%.

agriculture
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$70.360
Owned Owned
No

PARTIAL BUY
Nutrien Ltd.(NTR-T) 

July 5, 2018

It turned at $55 and he missed it.  They are getting the benefit of capacity that has not come on.  There is demand around the world.  They are winning.  This is an investible company rather than a trade.  It is a good core holding.  It benefits from the lower Canadian dollar.

agriculture
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It turned at $55 and he missed it.  They are getting the benefit of capacity that has not come on.  There is demand around the world.  They are winning.  This is an investible company rather than a trade.  It is a good core holding.  It benefits from the lower Canadian dollar.

agriculture
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$70.300
Owned Owned
Unknown

TOP PICK
Nutrien Ltd.(NTR-T) 

July 4, 2018

Based on the merger of Potash Corp and Agrium.  This is a commodity that he feels has upside potential – both potash and fertilizers.  Earnings estimates on the street, he feels, are underestimating the potential.  Yield 3%.  (Analysts’ price target is $74.90)

agriculture
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Based on the merger of Potash Corp and Agrium.  This is a commodity that he feels has upside potential – both potash and fertilizers.  Earnings estimates on the street, he feels, are underestimating the potential.  Yield 3%.  (Analysts’ price target is $74.90)

agriculture
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Norman Levine

Managing D, Portfolio Management...

Price Price
$71.060
Owned Owned
Yes

DON'T BUY
Nutrien Ltd.(NTR-T) 

June 27, 2018

It stumbled after the merger. The stock bottomed in late-February. It's an okay stock. That's all. It's risen on the backs of commodity prices, but it's trading at 23x current earnings which is too rich for a commodity play. Also, we don't know where it fits in the new tariff world. Trim if you own it. Don't buy.

agriculture
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It stumbled after the merger. The stock bottomed in late-February. It's an okay stock. That's all. It's risen on the backs of commodity prices, but it's trading at 23x current earnings which is too rich for a commodity play. Also, we don't know where it fits in the new tariff world. Trim if you own it. Don't buy.

agriculture
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Don Lato

President, Padlock Investment M...

Price Price
$71.700
Owned Owned
Unknown

HOLD
Nutrien Ltd.(NTR-T) 

June 25, 2018

The chart looks very well, close to all-time highs. The volume is okay. Continue to own it and see what happens if it rises. Hard to recommend. Maybe ride out the storm and see what happens.

agriculture
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The chart looks very well, close to all-time highs. The volume is okay. Continue to own it and see what happens if it rises. Hard to recommend. Maybe ride out the storm and see what happens.

agriculture
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$71.740
Owned Owned
Unknown

DON'T BUY
Nutrien Ltd.(NTR-T) 

June 20, 2018

The combination of Agrium and Potash Corp.  They have a high ROE and a good history.  He recently sold of his position.  They see the company as a price taker and he would rather own companies that are a price maker.  He thinks there are better opportunities out there. 

agriculture
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The combination of Agrium and Potash Corp.  They have a high ROE and a good history.  He recently sold of his position.  They see the company as a price taker and he would rather own companies that are a price maker.  He thinks there are better opportunities out there. 

agriculture
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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$69.620
Owned Owned
No

COMMENT
Nutrien Ltd.(NTR-T) 

June 6, 2018

It's had a poor start after the merger, disappointing investors. They've achieved some cost savings and efficiencies, true. You're buying this for the long term, and he forsees a 10% gain over 12 months.

agriculture
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It's had a poor start after the merger, disappointing investors. They've achieved some cost savings and efficiencies, true. You're buying this for the long term, and he forsees a 10% gain over 12 months.

agriculture
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0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$69.180
Owned Owned
Unknown

HOLD
Nutrien Ltd.(NTR-T) 

May 30, 2018

The merger has created a giant in North American fertilizer. The stock has moved up because oil and corn have; corn is ethanol which competes with gasoline, and potash (Nutrien) fertilizes corn. NTR pays a decent dividend, but doesn't offer much revenue growth and he doesn't see demand around the world rising--corn prices are down. Farming
isn't as profitable as it used to. Hold if you own it, but don't run out and buy this. There's an oversupply of potash.

agriculture
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The merger has created a giant in North American fertilizer. The stock has moved up because oil and corn have; corn is ethanol which competes with gasoline, and potash (Nutrien) fertilizes corn. NTR pays a decent dividend, but doesn't offer much revenue growth and he doesn't see demand around the world rising--corn prices are down. Farming
isn't as profitable as it used to. Hold if you own it, but don't run out and buy this. There's an oversupply of potash.

agriculture
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0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$65.770
Owned Owned
Unknown

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

May 18, 2018

(A Top Pick September 29/17 -  Down 4%.)  The merge of Potash and Agrium. A commodity play as they were bullish in commodities coming into this year. Fourth quarter tends to be the quarter when farmers tend to put their orders for fertilizers.

agriculture
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(A Top Pick September 29/17 -  Down 4%.)  The merge of Potash and Agrium. A commodity play as they were bullish in commodities coming into this year. Fourth quarter tends to be the quarter when farmers tend to put their orders for fertilizers.

agriculture
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$66.310
Owned Owned
No

HOLD
Nutrien Ltd.(NTR-T) 

May 17, 2018

Difficult name to analyze as two big conglomerates come together. It takes a while for synergies to play out. Lots of tailwinds. Dividend is strong.

agriculture
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Difficult name to analyze as two big conglomerates come together. It takes a while for synergies to play out. Lots of tailwinds. Dividend is strong.

agriculture
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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$66.010
Owned Owned
No

WATCH
Nutrien Ltd.(NTR-T) 

May 14, 2018

This is a managed market.  The biggest challenge otherwise is big, new supply.  He thinks it will get interesting.  But now is not the time to place big bets on these stocks.  Once it gets reset it will get interesting.  He would tend to stay away right now.  Wait for weaker equity markets.

agriculture
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This is a managed market.  The biggest challenge otherwise is big, new supply.  He thinks it will get interesting.  But now is not the time to place big bets on these stocks.  Once it gets reset it will get interesting.  He would tend to stay away right now.  Wait for weaker equity markets.

agriculture
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0 comments
Thomas George

, TD Asset Management...

Price Price
$64.700
Owned Owned
Unknown

BUY
Nutrien Ltd.(NTR-T) 

May 7, 2018

He owns this long-term. It's a dominant, global player and offers a solid yield with an underlying stable, retail business. Trade has been choppy, but below $60 is a good time to buy. Earnings report this evening.

agriculture
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He owns this long-term. It's a dominant, global player and offers a solid yield with an underlying stable, retail business. Trade has been choppy, but below $60 is a good time to buy. Earnings report this evening.

agriculture
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$59.990
Owned Owned
Yes

HOLD
Nutrien Ltd.(NTR-T) 

April 23, 2018

Their two great quarters are this one and the one after that.  He has not been able to chin the bar and buy it.  There are other situations that have a better combination of yield and growth.  He is not concerned about it, however.

agriculture
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Their two great quarters are this one and the one after that.  He has not been able to chin the bar and buy it.  There are other situations that have a better combination of yield and growth.  He is not concerned about it, however.

agriculture
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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$59.110
Owned Owned
No

HOLD
Nutrien Ltd.(NTR-T) 

April 20, 2018

If you are looking out a couple of years, you should continue to hold.  The amalgamation of Agrium and Potash Corp is going to take work to make things sync, but there should be good cost savings.  Not a strong buy, but the stock is reasonably valued. 

agriculture
0 0 0 0 0
0 comments

If you are looking out a couple of years, you should continue to hold.  The amalgamation of Agrium and Potash Corp is going to take work to make things sync, but there should be good cost savings.  Not a strong buy, but the stock is reasonably valued. 

agriculture
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$59.630
Owned Owned
No

WEAK BUY
Nutrien Ltd.(NTR-T) 

April 19, 2018

The merger of AGU-T and POT-T.  It is on his radar   He thinks the valuation is pretty good.  The outlook for the company is pretty good.  He would not be surprised if he bought it at some point. 

agriculture
0 0 0 0 0
0 comments

The merger of AGU-T and POT-T.  It is on his radar   He thinks the valuation is pretty good.  The outlook for the company is pretty good.  He would not be surprised if he bought it at some point. 

agriculture
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0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$60.260
Owned Owned
No

DON'T BUY
Nutrien Ltd.(NTR-T) 

April 5, 2018

It does not have enough track record to show what it can do as a combined entity.  It is okay on price momentum and valuation.  He does not mind taking a pass on it.

agriculture
0 0 0 0 0
0 comments

It does not have enough track record to show what it can do as a combined entity.  It is okay on price momentum and valuation.  He does not mind taking a pass on it.

agriculture
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0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$58.830
Owned Owned
No

WATCH
Nutrien Ltd.(NTR-T) 

April 5, 2018

It's on his "bench." It's a difficult, volatile market to be in (fertilizer). The name doesn't have enough pull for him to buy, though he's watching it. Population growth should be a tailwind, but the stock price is too high.

agriculture
0 0 0 0 0
0 comments

It's on his "bench." It's a difficult, volatile market to be in (fertilizer). The name doesn't have enough pull for him to buy, though he's watching it. Population growth should be a tailwind, but the stock price is too high.

agriculture
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0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$58.830
Owned Owned
No

STRONG BUY
Nutrien Ltd.(NTR-T) 

April 4, 2018

He owns and likes this name.  This is now the world’s largest crop nutrient player after the merger of Agrium and Potash Corp.  Domestically it is the largest materials company in Canada.  It is a must own name for domestic portfolio managers.  He believes the nutrient market is at its cyclical lows.  There are $500 million in annual cost savings with the merger. 

agriculture
0 0 0 0 0
0 comments

He owns and likes this name.  This is now the world’s largest crop nutrient player after the merger of Agrium and Potash Corp.  Domestically it is the largest materials company in Canada.  It is a must own name for domestic portfolio managers.  He believes the nutrient market is at its cyclical lows.  There are $500 million in annual cost savings with the merger. 

agriculture
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$57.700
Owned Owned
Yes

DON'T BUY
Nutrien Ltd.(NTR-T) 

March 29, 2018

Massive agricultural supplier. He is looking at it to buy. The issue is that the commodities they sell are under price pressure. Potash, that is the biggest part of the business, is interesting because goes through these periods that are great but now they have to fight for market share. There might be some stabilization now. One great business to keep an eye on.

agriculture
0 0 0 0 0
0 comments

Massive agricultural supplier. He is looking at it to buy. The issue is that the commodities they sell are under price pressure. Potash, that is the biggest part of the business, is interesting because goes through these periods that are great but now they have to fight for market share. There might be some stabilization now. One great business to keep an eye on.

agriculture
0 0 0 0 0
0 comments
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$60.890
Owned Owned
No

DON'T BUY
Nutrien Ltd.(NTR-T) 

March 21, 2018

He does not know much of this one as it does not rank highly in their database.  The challenge is earnings are down 53% on a combined basis.  Their upcoming earnings in April are expected to be down another 39% from last year and with a P/E above 21 times it looks expected.  Free cash flow is marginal at 1%.  He sees better opportunity elsewhere. 

agriculture
0 0 0 0 0
0 comments

He does not know much of this one as it does not rank highly in their database.  The challenge is earnings are down 53% on a combined basis.  Their upcoming earnings in April are expected to be down another 39% from last year and with a P/E above 21 times it looks expected.  Free cash flow is marginal at 1%.  He sees better opportunity elsewhere. 

agriculture
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$62.660
Owned Owned
No

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