Nutrien Ltd.

NTR-T

TSE:NTR

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

Signal
Opinion
Expert
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.
WATCH
WATCH
August 15, 2019
He still has not made a decision on it. It has not done much since he was on last. In a recession it will probably get hit like any other stock. He is not ready to step in. We may get an opportunity to get in at a cheaper price.
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Nutrien Ltd. (NTR-T)
August 15, 2019
He still has not made a decision on it. It has not done much since he was on last. In a recession it will probably get hit like any other stock. He is not ready to step in. We may get an opportunity to get in at a cheaper price.
BUY
BUY
August 14, 2019
Time for an initial position? The spring was a disaster for planting due to the weather. The stock has done well considering this. He would not have a problem buying here. The company is doing all things right.
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Nutrien Ltd. (NTR-T)
August 14, 2019
Time for an initial position? The spring was a disaster for planting due to the weather. The stock has done well considering this. He would not have a problem buying here. The company is doing all things right.
BUY
BUY
August 13, 2019
She does own this one and the recent pullback offers a good buy in point now. They are generating new synergies and cash flow from the potash and retail operations. The dividend yield is attractive. There was a very delayed planting season in the US, so crop yields will have to be watched going forward. Yield 3.7%
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Nutrien Ltd. (NTR-T)
August 13, 2019
She does own this one and the recent pullback offers a good buy in point now. They are generating new synergies and cash flow from the potash and retail operations. The dividend yield is attractive. There was a very delayed planting season in the US, so crop yields will have to be watched going forward. Yield 3.7%
COMMENT
COMMENT
August 8, 2019
Decent numbers, but flat. Trading between two breakpoints, $62 and $78. Reasonable value here, but stick with those two parameters.
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Nutrien Ltd. (NTR-T)
August 8, 2019
Decent numbers, but flat. Trading between two breakpoints, $62 and $78. Reasonable value here, but stick with those two parameters.
WAIT
WAIT
July 30, 2019

Earnings fears? He does not own this one. This stock depends on the agricultural space and China is backing off their demand. Beyond Meat is also a new trend that could impact this space -- which could increase their demand. They have the best lock on potash in the world. He just thinks the timing is not quite right now.

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Nutrien Ltd. (NTR-T)
July 30, 2019

Earnings fears? He does not own this one. This stock depends on the agricultural space and China is backing off their demand. Beyond Meat is also a new trend that could impact this space -- which could increase their demand. They have the best lock on potash in the world. He just thinks the timing is not quite right now.

SHORT
SHORT
July 26, 2019
He's shorting, because of its valuation. They have mid-range price momentum, and volatility is OK. But they trade at 22x earnings and missed a recent quarter. Weak valuation that needs to improve.
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Nutrien Ltd. (NTR-T)
July 26, 2019
He's shorting, because of its valuation. They have mid-range price momentum, and volatility is OK. But they trade at 22x earnings and missed a recent quarter. Weak valuation that needs to improve.
HOLD
HOLD
July 25, 2019
Really likes, and would buy at current prices. Focused on getting more vertically integrated. Awesome job at getting more efficient. Cost-cutting will drive earnings growth, and it's a lower risk source. Second lever is demand for the commodities. Buybacks and paying higher dividends. Valuation compelling. Volatile, but hang in there.
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Nutrien Ltd. (NTR-T)
July 25, 2019
Really likes, and would buy at current prices. Focused on getting more vertically integrated. Awesome job at getting more efficient. Cost-cutting will drive earnings growth, and it's a lower risk source. Second lever is demand for the commodities. Buybacks and paying higher dividends. Valuation compelling. Volatile, but hang in there.
BUY
BUY
July 12, 2019
If China doesn't buy Canadian fertilizer He likes it, but will have a poor quarter due to a lot of rain in the midwest, delaying planting, not due to China. This may fall a further dollar. The stock is now cheap and he would buy it.
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Nutrien Ltd. (NTR-T)
July 12, 2019
If China doesn't buy Canadian fertilizer He likes it, but will have a poor quarter due to a lot of rain in the midwest, delaying planting, not due to China. This may fall a further dollar. The stock is now cheap and he would buy it.
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