Investment Q&A

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

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

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.

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

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.

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.

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!

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?

Q: Other than NTR what would be your 5 top picks for wheat and corn exposure

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!

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

Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years

Q: What would your suggestions be for small to mid cap companies that are in the farm fertilizer space that have growth potential? Thanks

Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks