Q: Thank-you for your response to my questions on MOS. I had asked what the best metric for evaluating this company but did not see that info in your answer (sorry, I probably asked a lot in that question). It appears you don't favour this stock, but I would still be interested in knowing what the best metric would be. As always, thanks for your wise advice.
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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: The negatives I see for investing in MOS are:
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?
Do you have any concern about balance sheet or free cash flow?
I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?
How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?
Do you have any concern about balance sheet or free cash flow?
I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?
How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
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Alphabet Inc. (GOOG $339.40)
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Mosaic Company (The) (MOS $24.57)
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Tourmaline Oil Corp. (TOU $59.79)
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Algonquin Power & Utilities Corp. (AQN $8.75)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
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Axon Enterprise Inc. (AXON $402.85)
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Lumine Group Inc. (LMN $22.08)
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Nebius Group N.V. (NBIS $157.14)
Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock
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Freeport-McMoRan Inc. (FCX $70.21)
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Mosaic Company (The) (MOS $24.57)
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Newmont Corporation (NEM $116.50)
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Sherwin-Williams Company (The) (SHW $345.55)
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Eagle Materials Inc (EXP $201.28)
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Steel Dynamics Inc. (STLD $200.32)
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.
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Archer-Daniels-Midland Company (ADM $67.04)
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Mosaic Company (The) (MOS $24.57)
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High Liner Foods Incorporated (HLF $14.01)
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iShares Global Agriculture Index ETF (COW $73.19)
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Cal-Maine Foods Inc. (CALM $76.60)
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Bunge Limited (BG $119.26)
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Ingredion Incorporated (INGR $115.25)
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
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
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.
Q: With the recent decline in its price, do u see a possibility of dividend cuts?
Who would be a closest competitor for NTR?
Thank you as always
Who would be a closest competitor for NTR?
Thank you as always
Q: What has caused the big drop in Nutrien the last few days?
Q: Greetings, 5i Team.
Two questions:
- At what price would you see TOU as a 'strong buy'?
- May I have a couple of phosphate company names that you see as credible investments?
With appreciation,
Ed
Two questions:
- At what price would you see TOU as a 'strong buy'?
- May I have a couple of phosphate company names that you see as credible investments?
With appreciation,
Ed
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Amazon.com Inc. (AMZN $250.56)
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Costco Wholesale Corporation (COST $999.89)
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Alphabet Inc. (GOOG $339.40)
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NVIDIA Corporation (NVDA $201.68)
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American Tower Corporation (REIT) (AMT $182.36)
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Chevron Corporation (CVX $183.99)
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Mosaic Company (The) (MOS $24.57)
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Morgan Stanley (MS $188.82)
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NextEra Energy Inc. (NEE $91.98)
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Jacobs Solutions Inc. (J $128.93)
Q: Hi Peter,
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
Q: Is there too much overlap in owning both Nutrien and Mosaic? Does either standout as having a brighter future going forward you think? Thank you
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Freeport-McMoRan Inc. (FCX $70.21)
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Mosaic Company (The) (MOS $24.57)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.45)
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WSP Global Inc. (WSP $228.93)
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TFI International Inc. (TFII $180.20)
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Agnico Eagle Mines Limited (AEM $301.31)
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Savaria Corporation (SIS $28.87)
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Acadian Timber Corp. (ADN $16.90)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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Albemarle Corporation (ALB $197.75)
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NV5 Global Inc. (NVEE $22.56)
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Reliance Inc. (RS $325.54)
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L3Harris Technologies Inc. (LHX $350.35)
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Jacobs Solutions Inc. (J $128.93)
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Boyd Group Services Inc. (BYD $167.85)
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West Fraser Timber Co. Ltd. (WFG $91.47)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.
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Freeport-McMoRan Inc. (FCX $70.21)
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Mosaic Company (The) (MOS $24.57)
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Loblaw Companies Limited (L $61.19)
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Cameco Corporation (CCO $165.24)
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Premium Brands Holdings Corporation (PBH $85.43)
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Nutrien Ltd. (NTR $96.75)
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Reliance Inc. (RS $325.54)
Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.
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Mosaic Company (The) (MOS $24.57)
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Nutrien Ltd. (NTR $96.75)
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Farmland Partners Inc. (FPI $11.79)
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Gladstone Land Corporation (LAND $10.30)
Q: Hi 5i,
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?
Thank you!
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?
Thank you!
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CF Industries Holdings Inc. (CF $112.68)
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Mosaic Company (The) (MOS $24.57)
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Nutrien Ltd. (NTR $96.75)
Q: Nutrien's stock fortunes have been rapidly diverging from that of the big American fertilizer companies over the last month. To what do you attribute this?
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Mosaic Company (The) (MOS $24.57)
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Ag Growth International Inc. (AFN $18.56)
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iShares Global Agriculture Index ETF (COW $73.19)
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Bunge Limited (BG $119.26)
Q: Other than NTR what would be your 5 top picks for wheat and corn exposure
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Mosaic Company (The) (MOS $24.57)
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Ag Growth International Inc. (AFN $18.56)
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SunOpta Inc. (SOY $8.87)
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Verde Agritech Ltd. Ordinary Shares (NPK $1.08)
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Nutrien Ltd. (NTR $96.75)
Q: It seems agriculture companies are doing well in the current and probably future environment. NTR looks good but has already moved up a lot. Appreciate your opinion on whether it is still wise to take a new position. Also, do you know of other companies that should benefit from the current dynamics. I'm open to Canadian or other ideas.
Q: Hi,
I sold my NTR back in Dec for some tax loss selling in margin account. I bought MOS as a proxy and its up 20% since then. Should I switch back to NTR now or keep holding MOS? Would have to report a gain on MOS now if I switched back. How does NTR and MOS compare now and what are the growth prospects going forward. Looking at historical performance, they move somewhat in tandem to each other. Thanks!
I sold my NTR back in Dec for some tax loss selling in margin account. I bought MOS as a proxy and its up 20% since then. Should I switch back to NTR now or keep holding MOS? Would have to report a gain on MOS now if I switched back. How does NTR and MOS compare now and what are the growth prospects going forward. Looking at historical performance, they move somewhat in tandem to each other. Thanks!
Q: Hi 5iTeam,
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H
I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.
Cheers,
H