• Freeport-McMoRan Inc. (FCX $45.13)
  • $45.13 Fwd P/E: 37.54X Cap: $64.81B
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• Mosaic Company (The) (MOS $37.69)
  • $37.69 Fwd P/E: 32.13X Cap: $11.95B
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• Newmont Corporation (NEM $60.16)
  • $60.16 Fwd P/E: 13.46X Cap: $66.95B
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• Sherwin-Williams Company (The) (SHW $346.29)
  • $346.29 Fwd P/E: 33.46X Cap: $86.78B
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• Eagle Materials Inc (EXP $211.89)
  • $211.89 Fwd P/E: 15.57X Cap: $6.92B
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• Steel Dynamics Inc. (STLD $133.49)
  • $133.49 Fwd P/E: 17.51X Cap: $19.81B
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Q: Hi 5i, my portfolio is lite on material stocks. In Canada I do own AEM, NTR and Russel as these have a dividend. Can you suggest some Materials that trade on the NYSE that have a decent dividend. Your help is appreciated.

Upvote 6

Read Answer Asked by Mark on June 09, 2025

• Archer-Daniels-Midland Company (ADM $54.52)
  • $54.52 Fwd P/E: 19.48X Cap: $26.19B
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• Mosaic Company (The) (MOS $37.69)
  • $37.69 Fwd P/E: 32.13X Cap: $11.95B
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• High Liner Foods Incorporated (HLF $18.49)
  • $18.49 Fwd P/E: 7.17X Cap: $538M
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• iShares Global Agriculture Index ETF (COW $68.64)
  • $68.64 Fwd P/E: 32.52X Cap: $326M
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• Cal-Maine Foods Inc. (CALM $101.16)
  • $101.16 Fwd P/E: 5.09X Cap: $4.96B
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• Bunge Limited (BG $74.85)
  • $74.85 Fwd P/E: 10.07X Cap: $10.54B
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• Ingredion Incorporated (INGR $136.26)
  • $136.26 Fwd P/E: 14.49X Cap: $8.83B
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Q: Hi 5i,
I recently sold Fresh DelMonte Produce/FDP after a nice run up. Apart from Nutrien/NTR I have no other agricultural related stock or ETF.
Could you recommend one or two options (either stock, ETF or both) as a good replacement?
Have to say, bit of a confusing world at the moment?
Much appreciated.
Ralph

Upvote 2

Read Answer Asked by ralph on February 04, 2025

• Mosaic Company (The) (MOS $37.69)
  • $37.69 Fwd P/E: 32.13X Cap: $11.95B
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• Nutrien Ltd. (NTR $83.02)
  • $83.02 Fwd P/E: 56.42X Cap: $40.47B
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Q: I currently have a loss position in NTR and am looking at selling to crystallize. While I may not execute this until after the year end to see if there is a January bounce can you recommend a replacement to buy and hold for 30 days and then rebuy NTR.

Upvote 3

Read Answer Asked by Bruce on December 12, 2023