Q: With a recent news release from NTR saying they want to establish a bigger presence in Brazil, do you think NPK would be a company they would consider for a take out. NPK announced today they are seeking a permit for a rail line.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Nutrien Ltd. (NTR)
Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
- Canadian National Railway Company (CNR)
- Loblaw Companies Limited (L)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- WSP Global Inc. (WSP)
- Enghouse Systems Limited (ENGH)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Nutrien Ltd. (NTR)
Q: Hi Peter & team:
1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile
Thank You for your excellent service and support in these turbulent times.
1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile
Thank You for your excellent service and support in these turbulent times.
- Archer-Daniels-Midland Company (ADM)
- Cal-Maine Foods Inc. (CALM)
- Nutrien Ltd. (NTR)
- Bunge Limited (BG)
Q: Inflation, especially food inflation ,can come thru higher prices in corn,sugar,wheat and soya...who are the leaders in such Commodities and which stocks would one buy to offset higher food prices?
- Agnico Eagle Mines Limited (AEM)
- Nutrien Ltd. (NTR)
- TopBuild Corp. (BLD)
- West Fraser Timber Co. Ltd. (WFG)
Q: Can you please give me two top picks for the materials sector in both Canada and the US. Also a few thoughts on the reasons for your choices. Thank you.
Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?
Is their present stock price a good entry point?
Q: Kindly comment on the NTR Q3 results and forward guidance released after closing today. Thanks.
- Air Canada Voting and Variable Voting Shares (AC)
- Advantage Energy Ltd. (AAV)
- Agnico Eagle Mines Limited (AEM)
- Sierra Wireless Inc. (SW)
- Capstone Copper Corp. (CS)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Q: MX or NTR - which stock do you believe has more growth and recover quickly going forward?
Thanks for your service!
Thanks for your service!
Q: Hi Peter and team,
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.
Q: How to explain a 9% drop on only one day (10% in us mkt) this friday, any point of vue on this stock much appreciated..
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Labrador Iron Ore Royalty Corporation (LIF)
- Nutrien Ltd. (NTR)
Q: Good morning,
Thank you for all the pertinent insight.
My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.
I am also looking for a current read on LIF.TO
Could you give me your current top picks. As well as a good entry price.
Please take the necessary credits.
Thank you very much.
Thank you for all the pertinent insight.
My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.
I am also looking for a current read on LIF.TO
Could you give me your current top picks. As well as a good entry price.
Please take the necessary credits.
Thank you very much.
- Sun Life Financial Inc. (SLF)
- Methanex Corporation (MX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?
- Sun Life Financial Inc. (SLF)
- Thomson Reuters Corporation (TRI)
- Nutrien Ltd. (NTR)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.
Thanks Steve.
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.
Thanks Steve.
Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.
Q: Which of these 2 companies is better to buy now? (growth and relatively safe)
Thanks very much. Helen
Thanks very much. Helen
- Tourmaline Oil Corp. (TOU)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Nutrien Ltd. (NTR)
Q: Hi Peter & team,
Energy and material stocks have pulled back quite a bit from their recent high, would now be a good time to buy TOU, NTR and TECK.B for TFSA or you don’t see a significant uptrend in the next 6 -12 months? For new TFSA contribution, what are some of your top picks for US stocks and CDN stocks? Thanks.
Energy and material stocks have pulled back quite a bit from their recent high, would now be a good time to buy TOU, NTR and TECK.B for TFSA or you don’t see a significant uptrend in the next 6 -12 months? For new TFSA contribution, what are some of your top picks for US stocks and CDN stocks? Thanks.
Q: Hello,
Could you please share your view on Nutrien Q2 results?
Thanks
Could you please share your view on Nutrien Q2 results?
Thanks
- Martin Marietta Materials Inc. (MLM)
- Canadian Natural Resources Limited (CNQ)
- Nutrien Ltd. (NTR)
- VanEck Rare Earth/Strategic Metals ETF (REMX)
Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,
Q: In your reply to the Dan’s June 27 question concerning NTR you said NTR is much larger, and much cheaper (4X earnings). When I look in your Market Data section I see no reference to 4X earnings for NTR. How was the number determined & where in the NTR’s market data do I look for that number. Thanks … Cal