Nutrien Ltd. (NYSE:NTR)

CAPS Rating: 3 out of 5

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rhallbick (95.59)
Submitted January 08, 2018

I don't really like the new name "Nutrien". It makes me think of a nutrient milkshake. But it will be easier to say than Potash Corporation of Saskatchewan. POT had a funny name because it was formed by the provincial government of Saskatchewan, so… More

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Recent Community Commentary

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Recs

0
Member Avatar TMFBlacknGold (95.04) Submitted: 10/24/2018 1:22:23 PM : Outperform Start Price: $53.63 NTR Score: -9.05

From 6/22/2018:

"There's an incredible amount of upside for this fertilizer business if selling prices begin to return to historical averages. Of course, the long-awaited recovery in fertilizer markets has been elusive for the last four or so years and remains squarely outside of Nutrien's control. But that's what makes management's three-pronged near-term strategy so intriguing.

If Nutrien succeeds in achieving $500 in cost synergies by the end of 2019, wisely deploys the $4-plus billion in net proceeds from selling its stake in SQM, and steadily grows its retail business; then it will be better positioned to capitalize on opportunities presented by an eventual recovery in fertilizer markets. With the stock trading at just 17.2 times future earnings and yielding 3%, investors should feel comfortable buying the stock today -- so long as they closely monitor progress in the strategic initiatives.

However, given the painful recent history of the fertilizer market, I wouldn't recommend getting too carried away with possible price recovery scenarios just yet. Rather, think about this as a long-term investment."

https://www.fool.com/investing/2018/06/22/merger-complete-is-nutrien-ltd-ntr-a-buy.aspx

Recs

0
Member Avatar RotaFortunae (34.25) Submitted: 1/18/2018 11:45:31 AM : Outperform Start Price: $52.09 NTR Score: -3.19

Fertilizers is a sector very undervalued. Regression to the mean will favor Nutrien

Recs

1
Member Avatar rhallbick (95.59) Submitted: 1/8/2018 11:41:54 AM : Outperform Start Price: $52.94 NTR Score: -6.49

I don't really like the new name "Nutrien". It makes me think of a nutrient milkshake. But it will be easier to say than Potash Corporation of Saskatchewan. POT had a funny name because it was formed by the provincial government of Saskatchewan, so it was a political decision.

Fertilizer had a big run-up in pricing six to seven years ago, when corn prices doubled, soybeans went up 50%, and it made sense to maximize crop yield. Today crop prices closer to the low end of the scale, and analysts are only expecting a moderate increase over the next two years.

Potash pricing has increased about 19% year-over-year, and nitrogen products have fallen about 16%. Potash Corp pre-merger had seen some overall improvement in their gross margin. So, earnings are closer to low end, but still profitable. I'm going to give them an up-thumb based on them being on the low end of the cycle in a commodity industry. I have no expectations related to future events.

Leaderboard

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Score Leader

VoodooSaviour

VoodooSaviour (96.20) Score: +18.92

The Score Leader is the player with the highest score across all their picks in NTR.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
MiniSoros 59.25 3/1/2018 9/5/2018 Underperform NS $48.38 -2.89% -4.03% -1.15 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. TheGreatSatan 100.00 1/26/2018 Outperform 5Y $51.95 -9.56% -8.37% -1.20 0 Comment
Bosox94 53.45 3/8/2018 Outperform 1Y $50.09 -6.20% -4.78% -1.42 0 Comment
Deviousskier 66.93 3/6/2018 Outperform 5Y $50.37 -6.73% -4.54% -2.19 0 Comment
nicostach 54.85 1/22/2018 Outperform 5Y $52.03 -9.71% -7.03% -2.68 0 Comment
RotaFortunae 34.25 1/18/2018 Outperform 3Y $52.09 -9.81% -6.62% -3.19 1 Comment
srkenne264 99.54 1/12/2018 Outperform 5Y $52.23 -10.05% -6.19% -3.86 0 Comment
jck444 90.37 2/22/2018 Underperform 5Y $46.32 +1.43% -4.09% -5.52 0 Comment
K2Vancouver 68.62 1/9/2018 Outperform 5Y $52.58 -10.65% -5.08% -5.57 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. rhallbick 95.59 1/8/2018 Outperform 5Y $52.94 -11.26% -4.77% -6.49 1 Comment

Wall Street

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Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackRaymondJame 85.77 6/26/2018 Outperform NS $53.43 -12.08% -4.11% -7.96 0 Comment

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