"NTR is a well-run, low-cost potash/retail cash-flow compounder with a ~3% dividend and meaningful Agrium merger benefits, but after the rebound it's now fairly priced (closer to ~6% FCF yield vs his ~10% target) and the Jansen delay + future BHP potash supply risk mean the better risk/reward is waiting for a deeper pullback."
→ $50.006mo
"Nutrien Stock Overview!"