Nutrien Ltd.

NTR-T

TSE:NTR

45.75
0.77 (1.66%)
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
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.
TOP PICK
TOP PICK
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
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Nutrien Ltd. (NTR-T)
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
DON'T BUY
DON'T BUY
July 11, 2019
Cheap, at less than book value. Problem is earnings forecasts have been drifting lower, and upside potential is only about 10% higher than currently trading. Doesn't see upside, or momentum in potash prices. War with China has messed with demand for soybeans, etc. Hard to get excited.
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Nutrien Ltd. (NTR-T)
July 11, 2019
Cheap, at less than book value. Problem is earnings forecasts have been drifting lower, and upside potential is only about 10% higher than currently trading. Doesn't see upside, or momentum in potash prices. War with China has messed with demand for soybeans, etc. Hard to get excited.
PAST TOP PICK
PAST TOP PICK
July 3, 2019
(A Top Pick Jul 04/18, Up 2%) He continues to hold it and likes it. The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%.
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Nutrien Ltd. (NTR-T)
July 3, 2019
(A Top Pick Jul 04/18, Up 2%) He continues to hold it and likes it. The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%.
TOP PICK
TOP PICK
July 3, 2019
The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%. (Analysts’ price target is $83.04)
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Nutrien Ltd. (NTR-T)
July 3, 2019
The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%. (Analysts’ price target is $83.04)
WAIT
WAIT
June 27, 2019
We have come out of 5 years of oversupply in the market for fertilizer. There is likely to be less new capacity coming on than demand. We are seeing pricing moving higher. It could be an interesting play. If it traded higher than $73 it would mean it broke out. He would wait for that or hold it if you own it.
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Nutrien Ltd. (NTR-T)
June 27, 2019
We have come out of 5 years of oversupply in the market for fertilizer. There is likely to be less new capacity coming on than demand. We are seeing pricing moving higher. It could be an interesting play. If it traded higher than $73 it would mean it broke out. He would wait for that or hold it if you own it.
WATCH
WATCH
June 26, 2019
He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.
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Nutrien Ltd. (NTR-T)
June 26, 2019
He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.
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