Nutrien Ltd.

NTR-T

TSE:NTR

70.05
0.44 (0.62%)
Nutrien is a Canadian fertilizer company based in Saskatoon, Saskatchewan. It is the largest producer of potash and the third largest producer of nitrogen fertilizer in the world. It has 1,500 retail stores and more than 20,000 employees.
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Analysis and Opinions about NTR-T

Signal
Opinion
Expert
HOLD
HOLD
September 3, 2020
Cyclicals haven't bounced that much off the bottom. Driven by global growth, which has lagged tech. Still a good company, generating free cash, good vertical integration, paying down debt. Stick with it.
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Nutrien Ltd. (NTR-T)
September 3, 2020
Cyclicals haven't bounced that much off the bottom. Driven by global growth, which has lagged tech. Still a good company, generating free cash, good vertical integration, paying down debt. Stick with it.
John Zechner
Price
$50.020
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 21, 2020
(A Top Pick Sep 17/19, Down 24%) This didn't work out very well but they are still sticking with it. The retail part has remained strong. The commodity business has been lagging. However, the commodity cycle is shorter. Over the medium term, prices should firm up. They pay a healthy dividend with good free cashflow.
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Nutrien Ltd. (NTR-T)
August 21, 2020
(A Top Pick Sep 17/19, Down 24%) This didn't work out very well but they are still sticking with it. The retail part has remained strong. The commodity business has been lagging. However, the commodity cycle is shorter. Over the medium term, prices should firm up. They pay a healthy dividend with good free cashflow.
Chris Blumas
Price
$50.450
Owned
Yes
WAIT
WAIT
August 12, 2020
On a longer time frame, one of premier companies that should catch a bid. Not super cheap. A small short for him. Earnings and cash flow need to improve. Good yield.
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Nutrien Ltd. (NTR-T)
August 12, 2020
On a longer time frame, one of premier companies that should catch a bid. Not super cheap. A small short for him. Earnings and cash flow need to improve. Good yield.
Jason Mann
Price
$51.190
Owned
No
TOP PICK
TOP PICK
July 24, 2020
Normally he stays away from commodity plays. They extract phosphate and potash and have a sophisticated product distribution chain with farmers. They have over 500,000 different customers around the world. The PE ratio is now sub-20 times, so it is a little more protected to a compression of multiples. Global populations will continue to grow and they need to eat. Yield 5.56% (Analysts’ price target is $61.07)
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Nutrien Ltd. (NTR-T)
July 24, 2020
Normally he stays away from commodity plays. They extract phosphate and potash and have a sophisticated product distribution chain with farmers. They have over 500,000 different customers around the world. The PE ratio is now sub-20 times, so it is a little more protected to a compression of multiples. Global populations will continue to grow and they need to eat. Yield 5.56% (Analysts’ price target is $61.07)
DON'T BUY
DON'T BUY
July 14, 2020
He avoids agricultural stocks, because the weather (drought, flood) can influence a company and its input and output costs. NTR is consolidating a lot of the industry, but he avoids commodities. Commodities surge when a country goes on a building tear, as he expects someday from India.
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Nutrien Ltd. (NTR-T)
July 14, 2020
He avoids agricultural stocks, because the weather (drought, flood) can influence a company and its input and output costs. NTR is consolidating a lot of the industry, but he avoids commodities. Commodities surge when a country goes on a building tear, as he expects someday from India.
Jamie Murray
Price
$45.290
Owned
No
PAST TOP PICK
PAST TOP PICK
July 7, 2020
(A Top Pick Jul 11/19, Down 28%) Continues to own it. He believes in it long term. Fertilizer is oversupplied for now, though. He likes their retail operations in the west, U.S. and Australia. Also likes their digital apps. They are a big cash flow machine and pays a 5.5% dividend yield.
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Nutrien Ltd. (NTR-T)
July 7, 2020
(A Top Pick Jul 11/19, Down 28%) Continues to own it. He believes in it long term. Fertilizer is oversupplied for now, though. He likes their retail operations in the west, U.S. and Australia. Also likes their digital apps. They are a big cash flow machine and pays a 5.5% dividend yield.
Brian Madden
Price
$45.000
Owned
Yes
DON'T BUY
DON'T BUY
June 30, 2020
Earnings have been chopped 16% for 2020 and 7% for 2021. Pays a 5.2% dividend and has a slight positive free cash flow, which should grow 2% this year and 2% next. It trades at 9.8x enterprise value to cash flow, which he ranks as a B-. The yield is nice, but NTR has weak earnings growth.
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Nutrien Ltd. (NTR-T)
June 30, 2020
Earnings have been chopped 16% for 2020 and 7% for 2021. Pays a 5.2% dividend and has a slight positive free cash flow, which should grow 2% this year and 2% next. It trades at 9.8x enterprise value to cash flow, which he ranks as a B-. The yield is nice, but NTR has weak earnings growth.
Robert McWhirter
Price
$44.560
Owned
Unknown
BUY
BUY
June 8, 2020
He likes it very much here. A lot of their product pricing have bottomed and are starting to move up. They made acquisitions in their retail area and are now the biggest retailer of their product in Brazil. Demand for their products is increasing. Low Nat Gas costs are helping their costs. He bought a little more recently. It just broke out technically which is also a good sign.
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Nutrien Ltd. (NTR-T)
June 8, 2020
He likes it very much here. A lot of their product pricing have bottomed and are starting to move up. They made acquisitions in their retail area and are now the biggest retailer of their product in Brazil. Demand for their products is increasing. Low Nat Gas costs are helping their costs. He bought a little more recently. It just broke out technically which is also a good sign.
Norman Levine
Price
$51.380
Owned
Yes
BUY
BUY
June 2, 2020

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

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Nutrien Ltd. (NTR-T)
June 2, 2020

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

Lorne Steinberg
Price
$47.550
Owned
Yes
PARTIAL BUY
PARTIAL BUY
May 28, 2020
A potash/nitrogen producer with a retail arm. It is a diversified way of playing this commodity. It is a little more cyclical. As of a month ago, management was still confident they could continue to pay the yield. He would have no worries buying half his position now and then see what the market does over the summer. It is a quality company.
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Nutrien Ltd. (NTR-T)
May 28, 2020
A potash/nitrogen producer with a retail arm. It is a diversified way of playing this commodity. It is a little more cyclical. As of a month ago, management was still confident they could continue to pay the yield. He would have no worries buying half his position now and then see what the market does over the summer. It is a quality company.
Robert Lauzon
Price
$47.600
Owned
Unknown
WAIT
WAIT
May 7, 2020
They are saying that farmers are behind and HAVE to put fertilizer on their fields. He feels farmers will still hold back and he would hold off on this stock. The seasonal period for this stock is late September into the fall.
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They are saying that farmers are behind and HAVE to put fertilizer on their fields. He feels farmers will still hold back and he would hold off on this stock. The seasonal period for this stock is late September into the fall.
Brooke Thackray
Price
$50.540
Owned
Unknown
COMMENT
COMMENT
April 15, 2020
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
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Nutrien Ltd. (NTR-T)
April 15, 2020
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
Greg Newman
Price
$49.210
Owned
Unknown
STRONG BUY
STRONG BUY
April 6, 2020
You can buy it with a lot of confidence. Opportunities like this come around once every decade or less. You have to pare down your buy list to companies that represent extraordinary value right now. Crops remain an essential in terms of feeding people in everyday life. They are indispensable to the farming community. He is looking to buy more on this downturn.
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Nutrien Ltd. (NTR-T)
April 6, 2020
You can buy it with a lot of confidence. Opportunities like this come around once every decade or less. You have to pare down your buy list to companies that represent extraordinary value right now. Crops remain an essential in terms of feeding people in everyday life. They are indispensable to the farming community. He is looking to buy more on this downturn.
Ryan Bushell
Price
$45.750
Owned
Yes
HOLD
HOLD
March 11, 2020

Think of this as a cyclical stock, selling a fertilizer commodity. A slowing economy is slowing farm product sales. A slowdown in the global economy will also slow global farm product sales. When the economy begins to regain growth, like later this year he thinks, it will recover. He likes it and owns it. Just make sure you hold no more than 3-4% of this in your portfolio.

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Nutrien Ltd. (NTR-T)
March 11, 2020

Think of this as a cyclical stock, selling a fertilizer commodity. A slowing economy is slowing farm product sales. A slowdown in the global economy will also slow global farm product sales. When the economy begins to regain growth, like later this year he thinks, it will recover. He likes it and owns it. Just make sure you hold no more than 3-4% of this in your portfolio.

Robert Lauzon
Price
$46.450
Owned
Yes
WEAK BUY
WEAK BUY
March 10, 2020
He's long owned this. There's too much potash on the market. NTR has a powerful retail segment, though, selling to farmers. This division earns well. The mining segment depends on global supply, and can be whipped around. China isn't buying much during the virus outbreak, but they eventually will. Nitrogen is oversupplied. The stock has a lot of concerns, but you can buy it while it's down.
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Nutrien Ltd. (NTR-T)
March 10, 2020
He's long owned this. There's too much potash on the market. NTR has a powerful retail segment, though, selling to farmers. This division earns well. The mining segment depends on global supply, and can be whipped around. China isn't buying much during the virus outbreak, but they eventually will. Nitrogen is oversupplied. The stock has a lot of concerns, but you can buy it while it's down.
Brian Madden
Price
$47.250
Owned
Yes
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