CF Industries Holdings, Inc.

  • Can Fertilizer Stocks Make You Some Green?

    By Bob Chandler - August 13, 2013 | Tickers: CF, POT, MOS

    One of the most successful investors most people have never heard of is named Hetty Green. In an age when women couldn't even vote, she turned a nice inheritance into one of the country’s largest fortunes. How? She explained in a 1905 interview:

    I buy when things are low and no one wants them. I keep them until they go up and people are anxious to buy. That more »

  • CF Industries: Misunderstood and Undervalued

    By Hunter Orr - August 7, 2013 | Tickers: CF, UAN, POT

    CF Industries (NYSE: CF) reports earnings on Tuesday after the market close, and we expect to hear some cautiousness from management.  The fertilizer and crop additive business can be very volatile, and we have seen this recently both from a stock perspective and competitors' earnings announcements.  The question is what the reaction will be in the stock price, because, as we all know, earnings and the subsequent reaction can be more »

  • CVR Partners Is a Triple-Threat: Industry, Business, and Dividends

    By Hunter Orr - August 6, 2013 | Tickers: AGU, CF, UAN

    CVR Partners (NYSE: UAN) reported earnings on Thursday last week and we expected to hear some great things from management. Unfortunately, the tone of the announcement was less than exciting.  The one exciting highlight focused on a plant being shut down for a period of days.  There was minimal effect on top-line sales because of this, but the market didn't see it that way and overreacted.

    That's behind more »

  • Billionaire Agricultural Activism Afoot

    By Marshall Hargrave - August 5, 2013 | Tickers: AGU, CF, MOS

    Famed activist investor Dan Loeb of the Third Point hedge fund is known for his successful activist campaign over at Yahoo!, but he's now trading in his tech stock holding for a crack at the agricultural industry.

    Per his recent investor letter, Loeb is amassing a stake in North America's largest nitrogen fertilizer manufacturer, CF Industries (NYSE: CF). The stock popped nearly 12% on the news. 

    What does more »

  • Dan Loeb Makes the Case for Sony, CF, and Yahoo!

    By Sam Mattera - July 31, 2013 | Tickers: CF, SNE, YHOO

    Dan Loeb’s hedge fund, Third Point, sent a letter to its investors on Monday.

    Third Point identifies itself as a macro- and event-based fund, but is mostly known for its shareholder activism. It has had some notable wins in recent years, including doubling its investment in Yahoo! (NASDAQ: YHOO).

    In its recent letter, Third Point writes that it has initiated a stake in CF Industries (NYSE: CF), sold most more »

  • This Cash-Cow Nitrogen Fertilizer Business is Cheap

    By Anh HOANG - July 30, 2013 | Tickers: AGU, CF, POT

    Dan Loeb, the famous hedge fund manager, has successfully delivered sweet long-term returns for his investors by investing in attractive event-driven equity and credit opportunities around the world. Since its inception in December 1996, his fund, Third Point Offshore Fund, has generated a 17.8% annualized return, outperforming the S&P 500’s return of only 6.6%.

    According to his second quarter letter to shareholders, he initiated a long more »

  • Are You Patient Enough to Invest?

    By Joshua Bondy - July 23, 2013 | Tickers: CF, SPY, VLO

    Patience is virtue. It is a state of being that is developed over time. Being a good investor is about more than finding a great company at a great price. If you don't have enough patience, your chance of earning a reasonable return is very small. Understanding a company's valuation and its prospects is important, but you need to be able to wait years for time to work more »

  • Is This Fertilizer Company a Good Stock to Buy?

    By Meena Krishnamsetty - July 21, 2013 | Tickers: AGU, CF, UAN, POT, MOS

    In mid July, $23 billion market cap fertilizer company Mosaic (NYSE: MOS), which provides both phosphate- and potash-based fertilizers, reported its financial results for the fiscal year ending in May 2013. The fiscal Q4 numbers showed a 5% decline in revenue versus a year earlier, which the company attributed to low demand in emerging markets (particularly India). Mosaic was able to reduce its costs more or less in line with more »

  • 3 Agrochemical Companies Looking to Capitalize on Booming Fertilizer Demand

    By Shweta Dubey - June 26, 2013 | Tickers: AGU, CF, MOS

    With demand for food grains increasing, global demand for fertilizer is expected to increase at a CAGR 10.6% from $134 billion in 2010 to $223 billion in 2015. To monetize this opportunity, agrochemical companies are expanding their production capacity.

    Here are three agrochemical companies with expansion plans that might create opportunities for investors. 

    Acquisition for further expansion

    Agrium (NYSE: AGU) currently operates 1,200 retail centers across the world more »

  • CF Industries: Huge Growth for a Bargain Price

    By Sarah Richard - May 31, 2013 | Tickers: CF, POT, RNF, MOS

    As natural gas continues to go up, so does the cost of producing nitrogen gas. This puts significant downward pressure on the operating margins of nitrogen producing companies. CF Industries (NYSE: CF) and Rentech Nitrogen (NYSE: RNF) are the two key players in the nitrogen gas market with the former holding a much bigger market share than the latter.

    As natural gas prices goes up, the operating margins come under more »
  • These 3 Stocks are 'Magical' Values

    By Adem Tahiri - May 23, 2013 | Tickers: AAPL, CF, DHX

    Investors like a good deal. The problem is, most of us wouldn't know a bargain if it hit us in the face.

    At least that's what hedge fund manager and value investing icon Joel Greenblatt says. In a series of books and lectures Greenblatt has touted his "magic formula" for stock picking. Greenblatt argues that by following the simple formula we can take the guess work out of more »

  • A Good Company With Great Growth Prospects

    By Piyush Arora - May 10, 2013 | Tickers: AGU, CF, MON

    Agriculture is one of the oldest industries in the world and is considered to be one of the most consistent and stable sectors, yielding steady returns over time. Last year’s drought in the U.S wreaked havoc on its crop yields, which led to the stellar financial performance of most agricultural companies. The weatherman is predicting that the dry spell isn’t over yet, which suggests that agriculture companies more »

  • How to Dig Out the Real Meat From an Earnings Report

    By Neha Chamaria - May 5, 2013 | Tickers: AGU, CF, POT, MOS

    PotashCorp’s (NYSE: POT) first-quarter report was a pleasant surprise. Revenue as well as profits inched up on strong domestic demand for nutrients. It refueled the market’s interest in the stock – It has already gained more than 3% in less than a week since the earnings announcement.

    Was everything really so good about PotashCorp’s numbers? Not quite. Ironically, investors of rival companies must feel greater excitement after PotashCorp more »

  • This Stock Could Move Big Over the Next Few Days

    By Neha Chamaria - May 3, 2013 | Tickers: CF, UAN, POT, MOS

    Mr. Market has pounded CF Industries’ (NYSE: CF) stock so hard that it has lost 20% value in just three months’ time. Seeing no real reason behind the bloodbath, I urged investors to start pumping money into the stock three weeks back. Those who paid heed are already in the green. Those who didn't still have a chance. But this is the last call, because CF could be just more »

  • Pointing at Agriculture

    By Victor Lai - May 2, 2013 | Tickers: CF, MON, POT

    Some well known investors, including Jim Rogers, George Soros, Marc Faber, and Jeremy Grantham, have been pointing out the opportunities they see in agriculture.  As intelligent as these gurus are, it doesn't take genius to understand what they're getting at. 

    Population

    Consider the world population.   As early as the 1800s, scholars like Thomas Malthus were already writing about how population growth would outpace the world's ability to more »

  • 1 Stock to Buy Before Earnings

    By Neha Chamaria - April 23, 2013 | Tickers: CF, UAN, RNF, TNH

    Among the fertilizer companies about to announce their quarterly reports, one I am particularly looking forward to hearing about is CVR Partners (NYSE: UAN). The stock started the year with a bang, but is deep in the red now. After rising more than 10% in the first three weeks of January alone, CVR's shares gave up 14% gains in the past three months.

    Macro concerns have hit the fertilizer more »

  • Buy Into This Golden Opportunity Before It Slips Away!

    By Neha Chamaria - April 16, 2013 | Tickers: CF, MON, POT, RNF, MOS

    CF Industries(NYSE: CF) shares have lost 17% value in the past three months. I can sense only one reason behind the bloodbath – rising natural gas prices. Gas prices are sitting pretty at a 20-month high currently. Why should CF investors worry? Well, natural gas is also the key input for nitrogen nutrient which in turn is CF’s bread and butter. Naturally, rising input costs can never be good more »

  • Buy Into This Golden Opportunity Before It Slips Away!

    By Neha Chamaria - April 16, 2013 | Tickers: CF, MON, POT, RNF, MOS

    CF Industries(NYSE: CF) shares have lost 17% value in the past three months. I can sense only one reason behind the bloodbath – rising natural gas prices. Gas prices are sitting pretty at a 20-month high currently. Why should CF investors worry? Well, natural gas is also the key input for nitrogen nutrient which in turn is CF’s bread and butter. Naturally, rising input costs can never be good more »

  • Buy Into This Golden Opportunity Before It Slips Away!

    By Neha Chamaria - April 16, 2013 | Tickers: CF, MON, POT, RNF, MOS

    CF Industries(NYSE: CF) shares have lost 17% value in the past three months. I can sense only one reason behind the bloodbath – rising natural gas prices. Gas prices are sitting pretty at a 20-month high currently. Why should CF investors worry? Well, natural gas is also the key input for nitrogen nutrient which in turn is CF’s bread and butter. Naturally, rising input costs can never be good more »

  • Call for Action: This Golden Opportunity Will Slip Away Soon

    By Neha Chamaria - April 16, 2013 | Tickers: CF, MON, POT, RNF, MOS

    CF Industries(NYSE: CF) shares have lost 17% value in the past three months. I can sense only one reason behind the bloodbath – rising natural gas prices. Gas prices are sitting pretty at a 20-month high currently. Why should CF investors worry? Well, natural gas is also the key input for nitrogen nutrient which in turn is CF’s bread and butter. Naturally, rising input costs can never be good more »

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