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
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.
Ryan Bushell
Price
$65.330
Owned
Yes
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.
Jason Mann
Price
$63.010
Owned
Yes
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)
Andrew Pyle
Price
$64.930
Owned
Yes
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.

Christine Poole
Price
$65.750
Owned
Yes
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.
Norman Levine
Price
$64.710
Owned
Yes
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.
Brooke Thackray
Price
$65.810
Owned
Unknown
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.
Rob McConnachie
Price
$66.900
Owned
Unknown
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.
Christine Poole
Price
$67.500
Owned
Yes
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.
John Zechner
Price
$67.250
Owned
Yes
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.
Rick Stuchberry
Price
$66.280
Owned
Unknown
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.
Norman Levine
Price
$65.100
Owned
Yes
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