Investment Q&A

Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert

Q: Hi Peter/Ryan
Your opinion on below statement on Nutrien please. Is this positive for NTR and will support slide ? What will be the impact?

Canadian fertilizer giant Nutrien will auction its 23.77-per-cent share in Chile´s SQM on Dec. 3, the Chilean stock exchange said on Wednesday, a final step toward completing the sale of a coveted stake in the world´s No. 2 lithium producer to China´s Tianqi.
In a statement, the local stock exchange said the minimum bid would be set at $65 per share, for a total package price of $4.066 billion.

Thanks

Q: Hi,
Thanks always for your advice, it's been very helpful.
Part of my investing strategy is to hold company shares (where possible) in AST or Computershare so I can use the dripping programs for the tax break. I am down drastically with CJR.B - should I sell and move on? Also, I hold ENB, NTR and PPL all of which have suspended their drip programs. Are they worth holding, so I can do something with the cash dividends or should I move on from them. All of my moving on would be to purchase other companies that drip.
thanks
michele

Q: NTR is in the news this morning. Good results,increased dividend and increased outlook.
Your thoughts please. I think it does look like a buy . RAK

Q: Nutrient is down significantly today. Can you comment on the drop and whether it represents a buying opportunity
Thanks

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...