Nutrien Ltd.

NTR-T

TSE:NTR

43.47
2.46 (5.36%)
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
BUY WEAKNESS
BUY WEAKNESS
December 3, 2019
He's watching it, deciding when to step in. He likes agriculture stocks. Fertilizer demand has been weak due to poor weather in the US. NTR has increased share buybacks to support the stock. Pays a dividend below 3%. It has an undecided valuation; who can guess the weather in 2020? Their retail side is merely okay. If this declines 10-20%, he might buy.
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Nutrien Ltd. (NTR-T)
December 3, 2019
He's watching it, deciding when to step in. He likes agriculture stocks. Fertilizer demand has been weak due to poor weather in the US. NTR has increased share buybacks to support the stock. Pays a dividend below 3%. It has an undecided valuation; who can guess the weather in 2020? Their retail side is merely okay. If this declines 10-20%, he might buy.
HOLD
HOLD
November 29, 2019
The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.
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Nutrien Ltd. (NTR-T)
November 29, 2019
The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.
PAST TOP PICK
PAST TOP PICK
November 18, 2019
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
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Nutrien Ltd. (NTR-T)
November 18, 2019
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
SELL STRENGTH
SELL STRENGTH
November 1, 2019
He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.
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Nutrien Ltd. (NTR-T)
November 1, 2019
He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.
TOP PICK
TOP PICK
October 30, 2019
The stock that investors love to hate. He's been in and out of this. Likes its global outlook and fundamentals. (Analysts’ price target is $81.33)
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Nutrien Ltd. (NTR-T)
October 30, 2019
The stock that investors love to hate. He's been in and out of this. Likes its global outlook and fundamentals. (Analysts’ price target is $81.33)
PAST TOP PICK
PAST TOP PICK
October 29, 2019
(A Top Pick Jan 03/19, Up 9%) They've had some soft quarters as the potash market adjusts with global growth slowing. The first potash deal with India this year was just signed for $10/ton under market, though the market expected $20 under. The stock has been choppy. Buy below $65, and you can sell around $72-73 as a trade. He's sticking with it. But NTR has lagged the TSX in 2019.
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Nutrien Ltd. (NTR-T)
October 29, 2019
(A Top Pick Jan 03/19, Up 9%) They've had some soft quarters as the potash market adjusts with global growth slowing. The first potash deal with India this year was just signed for $10/ton under market, though the market expected $20 under. The stock has been choppy. Buy below $65, and you can sell around $72-73 as a trade. He's sticking with it. But NTR has lagged the TSX in 2019.
PAST TOP PICK
PAST TOP PICK
October 9, 2019

(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.

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Nutrien Ltd. (NTR-T)
October 9, 2019

(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.

PAST TOP PICK
PAST TOP PICK
October 7, 2019
(A Top Pick Sep 25/18, Down 10%) It is a great company but we had a terrible spring in North America so inventories build up. Long term he thinks it is great.
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Nutrien Ltd. (NTR-T)
October 7, 2019
(A Top Pick Sep 25/18, Down 10%) It is a great company but we had a terrible spring in North America so inventories build up. Long term he thinks it is great.
WATCH
WATCH
September 24, 2019
Seasonality? Seasonality is now. It has support at $65, so bouncing off support would be good. Wait until that bounce happens.
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Nutrien Ltd. (NTR-T)
September 24, 2019
Seasonality? Seasonality is now. It has support at $65, so bouncing off support would be good. Wait until that bounce happens.
DON'T BUY
DON'T BUY
September 23, 2019
It is a commodity company. There is no scarcity in potash. Commodity companies don't control their own risk. He has less than 5% of his holdings in Commodities.
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Nutrien Ltd. (NTR-T)
September 23, 2019
It is a commodity company. There is no scarcity in potash. Commodity companies don't control their own risk. He has less than 5% of his holdings in Commodities.
PAST TOP PICK
PAST TOP PICK
September 20, 2019
(A Top Pick Oct 30/18, Up 5%) It is disappointing they announced cutbacks in potash production to deal with inventories. When it gets going, it will hit $80, but it may take a little while. People have to eat -- fertilizers will never go out of fashion.
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Nutrien Ltd. (NTR-T)
September 20, 2019
(A Top Pick Oct 30/18, Up 5%) It is disappointing they announced cutbacks in potash production to deal with inventories. When it gets going, it will hit $80, but it may take a little while. People have to eat -- fertilizers will never go out of fashion.
TOP PICK
TOP PICK
September 17, 2019
Pays a good 3.5% yield. 60% of profits come from agricultural production and 40% from retail distribution to farmers. After their merger, they've been streamlining operations. Trades at 10x cash flow. Expect good earnings growth and multiple expansion over time. Their retail business gives them stability and makes the yield safe. (Analysts’ price target is $83.06)
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Nutrien Ltd. (NTR-T)
September 17, 2019
Pays a good 3.5% yield. 60% of profits come from agricultural production and 40% from retail distribution to farmers. After their merger, they've been streamlining operations. Trades at 10x cash flow. Expect good earnings growth and multiple expansion over time. Their retail business gives them stability and makes the yield safe. (Analysts’ price target is $83.06)
PAST TOP PICK
PAST TOP PICK
September 12, 2019
(A Top Pick Sep 11/18, Down 5%) Need a longer term perspective. Temporarily idling potash mines. Still quite positive on the outlook. Generating a lot of free cash flow, synergies from the merger. Doesn't need strong commodity price to grow cash flow and earnings. Increasing dividend and buying back stock. Looking to increase share in the US.
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Nutrien Ltd. (NTR-T)
September 12, 2019
(A Top Pick Sep 11/18, Down 5%) Need a longer term perspective. Temporarily idling potash mines. Still quite positive on the outlook. Generating a lot of free cash flow, synergies from the merger. Doesn't need strong commodity price to grow cash flow and earnings. Increasing dividend and buying back stock. Looking to increase share in the US.
PAST TOP PICK
PAST TOP PICK
September 9, 2019
(A Top Pick Aug 27/18, Down 5%) US dollar and trade issues have been headwinds for all commodities. Generates cash flow, more stable.
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Nutrien Ltd. (NTR-T)
September 9, 2019
(A Top Pick Aug 27/18, Down 5%) US dollar and trade issues have been headwinds for all commodities. Generates cash flow, more stable.
WATCH
WATCH
August 29, 2019
They are a victim of circumstances. They serve a farming community. Plantings were very late this year. Crops in Ontario don't look very good. Disposable income is what Nutrien banks on. NTR-T serves its market extremely well. There is no rush to buy it, however. You have to wait until next spring.
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Nutrien Ltd. (NTR-T)
August 29, 2019
They are a victim of circumstances. They serve a farming community. Plantings were very late this year. Crops in Ontario don't look very good. Disposable income is what Nutrien banks on. NTR-T serves its market extremely well. There is no rush to buy it, however. You have to wait until next spring.
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