NTR’s recent operating results look promising, EPS came at $0.46, beating the estimate of $0.36. Although revenue declined year-over-year the operating results came in better than expected. NTR used to be trading very close to the $65 price target back in February, and we think investors are better off using a price target as a guidance, not a strict number that investors would only buy at that price. Given the updated results, we think we would be comfortable getting into NTR in the range of $72-76.
WCP is generating good cash flow, and paying dividends, but revenue this year is expected to be down around 7%, a cyclical business, we would be very prudent with margin investment, especially owning a cyclical business. But if an investor is 'overweight' WCP then we think the question answers itself.