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  5. NTR: Hi Peter and Staff Long time holder of NTR and have whittled my materials to just this one with a 1% weighting . [Nutrien Ltd.]
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Investment Q&A

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Q: Hi Peter and Staff
Long time holder of NTR and have whittled my materials to just this one with a 1% weighting . Selling now at this price seems like a bad idea but with the premise “it doesn’t care what you paid for it “ for a long term hold , do you favour it , SJ or TECK.B and why ?

Thanks for all you do
Dennis
Asked by Dennis on December 04, 2023
5i Research Answer:

Among the three names, we like SJ and NTR most. We like companies with shareholder-friendly policies in the materials sector. NTR has an aggressive share repurchase policy, while SJ executes its growth strategy quite well along with a heathy capital return program. In addition, we also like names like WFG.