Q: Thinking of taking profits on NTR and replacing with AEM based on better outlook. Is this a reasonable trade?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Why the pop in share price after seemingly
OK-ish results? Thanks
OK-ish results? Thanks
Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.
I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.
My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?
Thank You,
Andrew
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.
I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.
My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?
Thank You,
Andrew
Q: II would like to buy NTR for long term hold but I am concerned about BHP,s possible opening of a potash mine in Canada, what are your thoughts please?
- Freeport-McMoRan Inc. (FCX)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Nutrien Ltd. (NTR)
- Eagle Materials Inc (EXP)
Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?
Q: I've been monitoring questions on NTR for some time, and you've been fairly consistent about $65 being a level to buy. This afternoon NTR hit $64.89 and bounced up very quickly to $66.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.
Q: Peter and team,
I am going to require cash in a year for estate planning purposes. My plan is to take cash slowly over the year from my winning stocks and put it into PSA until required. My only losing stock is NTR. Would you recommend selling it now because it is most likely dead money or hold with a good chance there may be a bounce in the coming year.
Thanks so much
Cathy
I am going to require cash in a year for estate planning purposes. My plan is to take cash slowly over the year from my winning stocks and put it into PSA until required. My only losing stock is NTR. Would you recommend selling it now because it is most likely dead money or hold with a good chance there may be a bounce in the coming year.
Thanks so much
Cathy
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Tamarack Valley Energy Ltd. (TVE)
- Nutrien Ltd. (NTR)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.
- Park Lawn Corporation (PLC)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Northland Power Inc. (NPI)
- Lundin Mining Corporation (LUN)
- Barrick Gold Corporation (ABX)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Pan American Silver Corp. (PAAS)
- Savaria Corporation (SIS)
- B2Gold Corp. (BTO)
- BMO Equal Weight REITs Index ETF (ZRE)
- Kulicke and Soffa Industries Inc. (KLIC)
- JD.com Inc. (JD)
- Nutrien Ltd. (NTR)
- Troilus Gold Corp. (TLG)
- iShares MSCI South Korea ETF (EWY)
- Kering ADR (PPRUY)
- Nuvei Corporation (NVEI)
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Q: Is this attractive here ?
- Air Products and Chemicals Inc. (APD)
- Freeport-McMoRan Inc. (FCX)
- Agnico Eagle Mines Limited (AEM)
- iShares Gold Bullion ETF (CGL.C)
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
- West Fraser Timber Co. Ltd. (WFG)
Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Q: Portfolio Analytics indicates that, across all accounts, we are significantly underweight in the Basic Materials sector. The stocks and ETF noted above are the only holdings in this sector. (CGL.C is quite a small holding.)
Please suggest at least five additional Canadian stocks in this sector to improve diversification, include a reasonable entry point, and rank them in order of what to purchase first.
Thanks
Please suggest at least five additional Canadian stocks in this sector to improve diversification, include a reasonable entry point, and rank them in order of what to purchase first.
Thanks
- Freeport-McMoRan Inc. (FCX)
- Cameco Corporation (CCO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Nutrien Ltd. (NTR)
- West Fraser Timber Co. Ltd. (WFG)
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
- Pfizer Inc. (PFE)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Emera Incorporated (EMA)
- Capital Power Corporation (CPX)
- Nutrien Ltd. (NTR)
Q: hi,
I hold all these, several fro many years. they are all in the red. many are (former) stalwart blue chip dividend plays. I am basically comfortable holding them, and I do expect a good rebound in prices when rates start to fall. 1) am I missing something? are there any in the list that you think the dividend may be in jeopardy, or you see no runway for growth ( small or large). 2) are there any in the list you would be comfortable adding to ( which is what I am wanting to do)?
cheers, Chris
I hold all these, several fro many years. they are all in the red. many are (former) stalwart blue chip dividend plays. I am basically comfortable holding them, and I do expect a good rebound in prices when rates start to fall. 1) am I missing something? are there any in the list that you think the dividend may be in jeopardy, or you see no runway for growth ( small or large). 2) are there any in the list you would be comfortable adding to ( which is what I am wanting to do)?
cheers, Chris
Q: In a reply.to a question asked by Satish on January 15th. You suggested an entry point of 65$ to look good. Would your opinion be changed with the recent run-up as of late to as high as 72$. Tks. Larry
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Cameco Corporation (CCO)
- Tourmaline Oil Corp. (TOU)
- Nutrien Ltd. (NTR)
Q: Are there any particularly compelling resource stocks that are worth buying currently. I have zero exposure to commodities and I am fine with that, but I am open to your recommendations, either CAD or US. I am a moderate-to-agressive investor.
Thank you.
Thank you.
- Fortis Inc. (FTS)
- BMO Equal Weight Utilities Index ETF (ZUT)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Nutrien Ltd. (NTR)
Q: From a value perspective, where the current price is compared to it's historical price range and it's future potential, in what order would you add to these equities (NTR, FTS, XIT, XST, ZUT) to reach asset allocation goals?
I understand it is not apples to apples, due to some of the equities are stocks vs ETFs; and some are conservative vs aggressive.
When looking at both the technicals and fundamentals, I would suggest that NTR and ZUT are undervalued and could be earlier purchases, compared to FTS, XIT, XST. Purchases will be spread out over several months.
Your thoughts on the order?
Thanks...Steve
I understand it is not apples to apples, due to some of the equities are stocks vs ETFs; and some are conservative vs aggressive.
When looking at both the technicals and fundamentals, I would suggest that NTR and ZUT are undervalued and could be earlier purchases, compared to FTS, XIT, XST. Purchases will be spread out over several months.
Your thoughts on the order?
Thanks...Steve
Q: Current long term owner of NTR....still up by quite a bit. I have some TFSA cash available to add more to NTR. Happy to let it sit making 4.5% in a cash investment while Nutrien completes it's current slide.
Q#1 = while any stock can continue to plummet, at what level do you conclude that the current price is absolutely buyable? As I write this question, NTR is at $69. Using technicals with a 50mda and a 200mda, it looks like the slide could continue for a while. When does the data conclude that you should just buy it? No one can time the bottom, but NTR is getting to levels that are pretty interesting.
Q#2 = on the NTR profile page, in the top box the P/B = 1.351. Down below, P/B is 1.01. Are these numbers from different timeframes or a data provider mistake?
Thanks....Steve
Q#1 = while any stock can continue to plummet, at what level do you conclude that the current price is absolutely buyable? As I write this question, NTR is at $69. Using technicals with a 50mda and a 200mda, it looks like the slide could continue for a while. When does the data conclude that you should just buy it? No one can time the bottom, but NTR is getting to levels that are pretty interesting.
Q#2 = on the NTR profile page, in the top box the P/B = 1.351. Down below, P/B is 1.01. Are these numbers from different timeframes or a data provider mistake?
Thanks....Steve
Q: If you had to choose just one of these companies to invest in, which one would you choose today? Would you still give a B+ rating to CAE? Thank you
Q: Good morning 5i Team,
If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.
Brad
If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.
Brad