Nutrien and Mosaic stocks are stocks to buy from a diversified portfolio perspective. We are now in a fertilizer cycle downturn where we don't know the bottom yet, but from a FCF perspective, these necessary businesses are already at 10% FCF yields from mid-cycle fertilizer prices. Enjoy the vid as there is a strategy around buying cyclicals which is very important.

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0:00 Stocks
1:50 Fertilizer Cycle
3:37 Mosaic
4:44 Nutrien
7:20 Portfolio Fit
8:53 Comparative