Q: Hey 5i Team: At one point today these two were trading in the same range.Which one would you buy and why? Tks. Larry
5i Research Answer:
Performance is going to be highly dependent on commodities. Uranium for CCO and fertilizer for NTR. NTR is significantly cheaper and pays a much higher dividend. But CCO has outperformed it, with strong sector moves. But today, we would lean towards NTR for its yield and potential price recovery.