Investment Q&A

Q: Hi 5i,
Your list of Canadian companies paying US$ dividends needs updating. Agrium and Potash Corp (both on the list) have become Nutrien (NTR), which still pays a dividend in US$. Cheers!

Q: Hi Peter & Team. Looking to invest in the AG space. which of these two companies would you recommend for a long-term(5-10 year) holding period. Many thanks Joseph.

Q: Hi Peter, Can you advise your 5-6 best candidates for covered call strategy, Thanks

Q: Would nutrien be a beneficiary of supplying fertilizer to the marijuana industry or is that just Scott miracle grow and are they a good buy.

Q: NTR pays about 3% yield, forecasted growth in earnings, and dominant in it's sector...so it's more a income with growth stock. If it was held in a (5iR like) income portfolio, what weighting would you suggest, like 3%, 4% or 5%.?

Q: Can you please come up with a stragety for money for a prolonged Midwest drought?

Q: Nutrien intend to sell shares of Chilean lithium producer Sociedad Quimica Y Minera (SQM) to ChinaTianqi Lithium Corp worth $4B. Do you see that as a good deal? How big will be the impact on balance sheet (debt), I suppose will have to pay taxes on the gain?

Q: I would appreciate your opinion on these two companies.
Thank you!

Q: Gentlemen
What would you recommend for exposure to the Ag sector?
thanks
Gaston

Q: I hold Teck and Nutrien with the balance of my resource holdings in XMA. I have an equal amount of funds in each. I am considering selling XMA to purchase LIF. I know this will give me less diversity, but Teck and Nutrien are major weights in XMA which is otherwise heavy in gold stocks with low dividends and weak growth. At least LIF would give me decent dividends. What do you think? Thanks.

Q: Hello -
I'm looking to add some Canadian large cap stocks that pay their dividends in USD into my USD account. I believe NTR, MG, and TRI are three to consider. Are there any more that you may be aware of?
Thanks.

Q: Hello Team -
My understanding is that in a rising inflation environment, commodities tend to also generally rise. If we see a gradual increase inflation over the next 12-24 months would you expect to see the NTR and TOU stock prices also rise as a result?

Thanks.
Jim

Q: Hi 5i:
In your recent (Feb. 15th) income portfolio changes you recommended selling the full position in NTR. I have not yet sold my position.
Does your opinion change in anyway after their announcement of their US$1.60 per share dividend? The dividend seems decent?
Thanks so much for all the great information.

Q: I own NTR as a commodities play on the possibility of a weaker US dollar (among other reasons). I also follow BE. Your recent portfolio changes suggest a move from NTR to WEF might make sense for me. I have no particular love for NTR (and agree about dragging their feet on the dividend), and always like to reduce my non-BE holdings where appropriate. I regret not selling NTR at 65, but investing is about future prices, not past. My question for you is do you think near term total return will be better with WEF or NTR? I would appreciate some analysis as to why, and if you don't like to make near-term predictions please provide your thoughts on a switch from NTR to WEF. I know they are in different spaces but they would I think fill a similar role in a portfolio--non-metals, non-energy commodity exposure. I would appreciate your views. Thanks!

Q: all of these holdings are between 1-3%...financials i hold 13% with energy next largest at 6%...yet all of these are hitting 52 week lows...which would you consider dumping if any...yours truly dazed and confused...

Q: Couple items. Large financial release - your comments please? Cannot find the dividend amount. Have they released that yet?

Q: Hi folks,opinion please on Nutrien ntr/t on Q results,guidance for 2018,and,would you rate a buy,hold,or sell. Stock hit new 52wk low,is it a good entry point. Thanks as always, jb

Q: I am concerned that my Riff account maybe too heavily weighted in utilizes and banks so I would like your opinion on adding north west and Nutrient to the portfolio. Could you comment on safety of Capital and dividend growth. Also, do you think Nutrient will have to issue stock to pay for the recent takeover and if so, at what price ( I would hate to buy only to see the stock price drop.)
Thank you.
Maggie

Q: What do you think about the merged company of Potash & Agrium . Is it a buy at these levels ? RAK

Q: Hi Team 5i - Happy New Year (It's still January so I can say that)
Question - Will NTR be setting their new dividend soon or is that now gone? Thx!