Investment Q&A

Q: The Nutrien P/E looks way too low. Is that because the learnings are not forward looking? What is the forward looking P/E in the next 12 months?

Q: If you held no current position in NTR but wanted to begin one, would you be inclined to buy before or after earnings are released on February 8? I ask because the stock was clobbered after earnings were released in early November 2022.

I realize this is a timing issue which can be a mug's game but I am still interested in your gut feeling.

Thanks as always for your expertise.

Q: As a new purchase, can you advise which of these three you would recommend and why, please? Thanks, Dan

Q: Which stock would you purchased today if you could only purchase one? CCL.B, NTR or AEM.

Thanks

Q: I sold Nutrien at a much higher price in 2022 with the intention of rebuying if the share price pulled back. While the share price has indeed pulled back, the 50 dma is heading down and the 200 dma has recently turned down. These technicals are giving me pause. I know 5i prefers looking at fundamentals. Considering fundamentals, NTR looks cheap to my inexpert eyes. Would you be comfortable buying now given the fundamentals of the company?

Thank you as always for your expertise.

All the best in 2023.

Q: With a recent news release from NTR saying they want to establish a bigger presence in Brazil, do you think NPK would be a company they would consider for a take out. NPK announced today they are seeking a permit for a rail line.

Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?

AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Q: Inflation, especially food inflation ,can come thru higher prices in corn,sugar,wheat and soya...who are the leaders in such Commodities and which stocks would one buy to offset higher food prices?

Q: Can you please give me two top picks for the materials sector in both Canada and the US. Also a few thoughts on the reasons for your choices. Thank you.

Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?

Q: Kindly comment on the NTR Q3 results and forward guidance released after closing today. Thanks.

Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."

Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.

Q: MX or NTR - which stock do you believe has more growth and recover quickly going forward?

Thanks for your service!

Q: Hi Peter and team,

What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?

It feels like a solid opportunity. CF has a yield and is buying back stock.

Q: How to explain a 9% drop on only one day (10% in us mkt) this friday, any point of vue on this stock much appreciated..

Q: Good morning,

Thank you for all the pertinent insight.

My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.

I am also looking for a current read on LIF.TO

Could you give me your current top picks. As well as a good entry price.

Please take the necessary credits.

Thank you very much.

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.

Thanks Steve.

Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.