Investment Q&A

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Is the dividend on Nutrien safe?

Upvote 5

Read Answer Asked by Joe on August 22, 2024

• Toronto-Dominion Bank (The) (TD $114.22)
  • $114.22 P/E (TTM): 9.65X Cap: $197.84B
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• Suncor Energy Inc. (SU $61.18)
  • $61.18 P/E (TTM): 14.0X Cap: $74.38B
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• Canadian Natural Resources Limited (CNQ $45.66)
  • $45.66 P/E (TTM): 14.32X Cap: $94.61B
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• Fortis Inc. (FTS $73.44)
  • $73.44 P/E (TTM): 20.81X Cap: $37.26B
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• Restaurant Brands International Inc. (QSR $98.80)
  • $98.80 P/E (TTM): 24.6X Cap: $44.05B
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• North West Company Inc. (The) (NWC $47.97)
  • $47.97 P/E (TTM): 16.68X Cap: $2.29B
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• Magna International Inc. (MG $69.44)
  • $69.44 P/E (TTM): 13.61X Cap: $19.87B
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• Premium Brands Holdings Corporation (PBH $88.20)
  • $88.20 P/E (TTM): 42.62X Cap: $3.96B
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• Hydro One Limited (H $53.37)
  • $53.37 P/E (TTM): 25.0X Cap: $32.01B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.74)
  • $72.74 P/E (TTM): 36.77X Cap: $123.39B
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Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).

What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?

Upvote 27

Read Answer Asked by Ernest on August 19, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: I own Nutrien.
Q1 = When is BHP's Jansen potash mine scheduled to come on line? I read late 2026....does that match your sources?
Q2 = More importantly, when will the Jansen mine start-up be expected to impact world supply-demand stock pricing?
Thanks...Steve

Upvote 4

Read Answer Asked by Stephen on August 16, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: TD Web Broker shows Nutrien as trading below book value. The technical chart doesn't look very encouraging, but I see a couple of insiders have bought recently.

With a little investigation there seem to be a couple of hundred Canadian stocks trading at or below book value. Most of them don't look to be neatly as big or as strong financially as Nutrien. Do you see any gems I might have overlooked?

Upvote 8

Read Answer Asked by David on August 15, 2024

• Enbridge Inc. (ENB $67.76)
  • $67.76 P/E (TTM): 23.79X Cap: $148.85B
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• Canadian Natural Resources Limited (CNQ $45.66)
  • $45.66 P/E (TTM): 14.32X Cap: $94.61B
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• TELUS Corporation (T $20.62)
  • $20.62 P/E (TTM): 32.33X Cap: $31.81B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.69)
  • $40.69 Cap: $26.77B
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• North West Company Inc. (The) (NWC $47.97)
  • $47.97 P/E (TTM): 16.68X Cap: $2.29B
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• Magna International Inc. (MG $69.44)
  • $69.44 P/E (TTM): 13.61X Cap: $19.87B
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• Hydro One Limited (H $53.37)
  • $53.37 P/E (TTM): 25.0X Cap: $32.01B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Upvote 10

Read Answer Asked by chris on August 12, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Dear 5i team.

Now that NTR has announced, and results were not a disaster, at what price would you consider a full position. Last price I saw in the archives said 65 as good entry point. It's now sub 63, so .5 position now and add into weakness, or wait it out for now?
Appreciate your help.

Upvote 4

Read Answer Asked by Arthur on August 12, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Could you please comment on Nutrien’s earnings? I’m considering increasing my holdings. Is it a good buy? Thanks!

Upvote 3

Read Answer Asked by Esther on August 08, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Hello,

I currently hold a half portion of Nutrien in my portfolio. Is this a good time to add more? What is the best entry price? Additionally, could you provide an update on Nutrien’s recent earnings report?

Thanks!

Upvote 5

Read Answer Asked by Esther on August 02, 2024

• Albemarle Corporation (ALB $114.57)
  • $114.57 Cap: $12.98B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter

Upvote 3

Read Answer Asked by Peter on July 30, 2024

• Stella-Jones Inc. (SJ $85.97)
  • $85.97 P/E (TTM): 13.74X Cap: $4.68B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Your thoughts please on replacing NTR with SJ for a material position.

Thx

Upvote 7

Read Answer Asked by blake on July 30, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: I did slightly increase this position.. Is there still a potential though for this Cie and fertilizers, considering world demand , and Cie financials, would you consider a better option in the sector,a hold,buy or a sell ? many thanks

Upvote 8

Read Answer Asked by Jean-Yves on July 11, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• LSB Industries Inc. (LXU $9.64)
  • $9.64 Cap: $615M
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Q: Which one is a better buy today and why?

Upvote 4

Read Answer Asked by James on July 11, 2024

• Magna International Inc. (MG $69.44)
  • $69.44 P/E (TTM): 13.61X Cap: $19.87B
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• Open Text Corporation (OTEX $48.10)
  • $48.10 P/E (TTM): 18.29X Cap: $12.23B
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• Richelieu Hardware Ltd. (RCH $37.66)
  • $37.66 P/E (TTM): 24.09X Cap: $2.09B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.

Upvote 4

Read Answer Asked by Kelly on July 04, 2024

• Cameco Corporation (CCO $120.55)
  • $120.55 P/E (TTM): 107.11X Cap: $56.46B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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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

Upvote 5

Read Answer Asked by Larry on July 04, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• West Fraser Timber Co. Ltd. (WFG $83.98)
  • $83.98 Cap: $6.58B
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Q: I have both NTR and WFG in my TFSA. I would like to raise some cash, and am considering selling either or both of these. Which would you sell? Portfolio balancing is not a consideration.

Upvote 5

Read Answer Asked by Jack on June 26, 2024

• Restaurant Brands International Inc. (QSR $98.80)
  • $98.80 P/E (TTM): 24.6X Cap: $44.05B
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• Algonquin Power & Utilities Corp. (AQN $8.65)
  • $8.65 Cap: $6.64B
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• Magna International Inc. (MG $69.44)
  • $69.44 P/E (TTM): 13.61X Cap: $19.87B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• Thomson Reuters Corp (TRI $140.54)
  • $140.54 P/E (TTM): 35.54X Cap: $62.46B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.33)
  • $64.33 Cap: $8.49B
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Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks

Upvote 18

Read Answer Asked by Carlo on June 26, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Last week NTR announced usage of AI ,but market response is soft so far.Please comment and also on the recent quite sharp drop.What is a good price to start a position? Txs for U usual great advices & services

Upvote 6

Read Answer Asked by Peter on June 17, 2024

• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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Q: Any reason for the weakness of late

THX

Upvote 6

Read Answer Asked by blake on June 12, 2024

• Costco Wholesale Corporation (COST $925.08)
  • $925.08 P/E (TTM): 65.6X Cap: $405.06B
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• Alphabet Inc. (GOOG $279.12)
  • $279.12 P/E (TTM): 28.8X Cap: $3.45T
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• Intuitive Surgical Inc. (ISRG $565.51)
  • $565.51 P/E (TTM): 75.58X Cap: $205.20B
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• Microsoft Corporation (MSFT $503.29)
  • $503.29 P/E (TTM): 36.18X Cap: $3.79T
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• Vertex Pharmaceuticals Incorporated (VRTX $434.52)
  • $434.52 P/E (TTM): 30.42X Cap: $110.16B
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• American Tower Corporation (REIT) (AMT $181.13)
  • $181.13 P/E (TTM): 29.47X Cap: $85.83B
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• Eli Lilly and Company (LLY $1,022.87)
  • $1,022.87 P/E (TTM): 48.37X Cap: $962.19B
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• NextEra Energy Inc. (NEE $83.99)
  • $83.99 P/E (TTM): 27.31X Cap: $178.87B
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• Quanta Services Inc. (PWR $426.93)
  • $426.93 P/E (TTM): 66.51X Cap: $67.01B
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• Bank of Nova Scotia (The) (BNS $94.42)
  • $94.42 P/E (TTM): 17.99X Cap: $117.95B
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• BCE Inc. (BCE $32.41)
  • $32.41 P/E (TTM): 4.92X Cap: $29.74B
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• Constellation Software Inc. (CSU $3,277.56)
  • $3,277.56 P/E (TTM): 79.4X Cap: $71.11B
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• Dollarama Inc. (DOL $194.07)
  • $194.07 P/E (TTM): 41.79X Cap: $52.86B
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• Agnico Eagle Mines Limited (AEM $236.66)
  • $236.66 P/E (TTM): 28.72X Cap: $121.88B
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• Alimentation Couche-Tard Inc. (ATD $70.20)
  • $70.20 P/E (TTM): 18.54X Cap: $66.99B
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• Hydro One Limited (H $53.37)
  • $53.37 P/E (TTM): 25.0X Cap: $32.01B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• Crocs Inc. (CROX $74.18)
  • $74.18 P/E (TTM): 24.43X Cap: $3.85B
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• Catalyst Pharmaceuticals Inc. (CPRX $23.02)
  • $23.02 P/E (TTM): 13.43X Cap: $2.79B
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Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Upvote 31

Read Answer Asked by Terence on May 28, 2024

• Lundin Mining Corporation (LUN $25.13)
  • $25.13 Cap: $22.42B
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• Agnico Eagle Mines Limited (AEM $236.66)
  • $236.66 P/E (TTM): 28.72X Cap: $121.88B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.74X Cap: $9.61B
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• Nutrien Ltd. (NTR $82.61)
  • $82.61 P/E (TTM): 48.86X Cap: $40.13B
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• Eagle Materials Inc (EXP $202.91)
  • $202.91 P/E (TTM): 15.3X Cap: $6.50B
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Q: In the current market and beyond, knowing I currently own CS, what would be 1 or 2 good Materials diversification stocks to buy or are the markets currently overvalued ? Is LUN a good example for instance ?

Thanks

Upvote 8

Read Answer Asked by Roger on May 23, 2024