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CF Industries Holdings, Inc.

  • 5 Key Bets Made By This Billionaire’s Subsidiary Hedge Fund

    By Meena Krishnamsetty - March 15, 2013 | Tickers: CF, EMN, MON, PPG, RPM

    Hedge funds are often thought of as solely being an investment tool for elite investors capable of risking millions, but there are also ways for the general public to piggyback off of their picks. We track 450 of the world’s top-tier hedge fund managers, and for more than a decade in our back tests, our small-cap strategy beat the market by 18% a year. Since we've started sharing more »

  • Is Your Favorite Stock About to Fizzle?

    By Neha Chamaria - March 15, 2013 | Tickers: AGU, CF, IPI, POT, MOS

    One industry that grabbed eyeballs as 2013 kicked off was fertilizers. Companies dealing in potash were at the forefront as deals flew in from two of the most important markets for the nutrient. The contracts that the cartel Canpotex, which includes PotashCorp (NYSE: POT), Mosaic (NYSE: MOS), and Agrium (NYSE: AGU), bagged from China and India early this year is kind of old news by now. But its repercussions still more »

  • 3 Stocks to Grow Your Returns This Spring

    By James Catlin - March 8, 2013 | Tickers: CF, DE, TNH

    Spring is a popular time for agriculture.  Farmers buy equipment, plant seeds, and apply fertilizer in hopes of producing a bumper crop. Quite a few companies stand to benefit during this time of year -- but who exactly is the best of breed? Let's examine three farming-focused stocks that could start blooming in the months ahead.

    The Color of Money
    It's no surprise to many long-term investors that Deere more »

  • After Solid 2012, CF Industries Hopes Record Corn Acres Lift Sales In 2013

    By G C Mays - March 7, 2013 | Tickers: CF, TNH

    CF Industries (NYSE: CF) started 2012 with a bang, posting huge growth in revenues and earnings in the company's first quarter.  Despite the strong start, net sales in the 2nd through 4th quarters were all lower than a year ago.  While one would not describe the mid-year slide in revenues as a slump, the year over year declines surprised many. The company still managed to post record revenues of more »

  • Long Term Investing in Fertilizer

    By Rupert Hargreaves - March 4, 2013 | Tickers: AGU, CF, TNH

    Food producers are perhaps one of the best investments anyone can make. But in my opinion, fertilizer is the second best choice, since you need it to grow that food in the first place.

    Fertilizer companies are split into two main camps, the nitrogen names such as Terra Nitrogen (NYSE: TNH) and Agrium (NYSE: AGU), which are reporting record earnings thanks to continually depressed natural gas prices. Then there are more »

  • 4 Reasons Why 2013 Could be a Bumper Year For This Stock

    By Neha Chamaria - March 3, 2013 | Tickers: CF, UAN, POT, RNF, TNH

    Among the top three dividend companies in its space, CVR Partners (NYSE: UAN) returned the least over the past one year. I expected so, though not many agreed. But then, that’s the fun part! 

    UAN Total Return Price data by YCharts

    The latest from the company is Street-stumping numbers. But that’s not why I think CVR has strong chances to outperform this year. Here are four reasons why more »

  • 5 Solid Reasons to Buy This Stock at Today's Price

    By Neha Chamaria - February 28, 2013 | Tickers: AGU, CF, IPI, POT, MOS

    At a time when most stocks are hitting new highs, it surprises me to see this one languishing at a price barely 10% away from its 52-week low. This company is cash rich and sharing it with investors. It dominates the industry, boasts excellent margins, and awaits strong tailwinds this year. Why would anyone then not want to be a PotashCorp (NYSE: POT) investor?

    Expect a better year

    Nearly half more »

  • Is Agrium's Stock Worth Owning?

    By Fani Kelesidou - February 26, 2013 | Tickers: AGU, CF, POT, MOS

    Agrium (NYSE: AGU), the global producer, marketer, and distributor of nutrients for agricultural and industrial markets, recently reported financial results for the fourth quarter of 2012. It ended the year with pretty solid numbers, but plunged on news of a recent downgrade from Dahlman Rose. The agriculture stock analyst spoiled the party for Agrium's longtime investors, urging them to get rid of their shares. Is this company still worth more »

  • Acted on These Analyst Downgrades? You Should Seriously Reconsider

    By Neha Chamaria - February 26, 2013 | Tickers: AGU, CF, POT, RNF, MOS

    I watched in dismay as fertilizer stocks tanked on Friday after an influential analyst barged in with a string of downgrades. Dahlman Rose didn’t leave many – PotashCorp (NYSE: POT), CF Industries (NYSE: CF), Agrium (NYSE: AGU), and Rentech Nitrogen (NYSE: RNF) were bundled up in the ‘sell’ room, while Mosaic (NYSE: MOS) was demoted to ‘hold.’ All I know is that if you dumped your stock because Dahlman said more »

  • If You Want to Play Swings, Try This Stock

    By Neha Chamaria - February 26, 2013 | Tickers: AGU, CF, MON, POT, MOS

    The outcome of the bull-fight between Agrium (NYSE: AGU) and its largest shareholder, JANA Partners, is difficult to predict; but one thing’s clear: Agrium is clearly perturbed and wants to wrap it up fast. For this, it has moved up its annual meeting by a month’s time to April 9. For investors, it also means eventful next few weeks as the D-day approaches, and could mean significant changes more »

  • How you Should Play With These Forward Picks?

    By Shweta Dubey - February 22, 2013 | Tickers: CF, PCP, TGT

    I am an avid reader of Jim Welsh’s Micro Tides Newsletter.  The reason why I like him is because of his macroeconomic visions and macro investing capabilities. This month Jim joined Forward Management, LLC, and I think this move will help the firm with investing decisions based on macro events. 

    Speaking of Forward Management, this investment advisory firm managed 985 accounts totaling an estimated $5.14 billion of assets more »

  • 5 Reasons This Sock Will Continue to Rally

    By Neha Chamaria - February 13, 2013 | Tickers: AGU, CF, MON, POT, MOS

    Top numbers, improved outlook – Deere has parceled the perfect gift to its shareholders on Valentine’s Day. And that should make someone else skip a heartbeat too.

    Deere’s optimism is a good luck spell for agriculture players set to suit up with numbers over the next few days. Agrium’s (NYSE: AGU) one of them, and my advice is: don’t let the stock out of your sight next more »

  • Watch Out:This Stock Could Hit a New High Next Week

    By Neha Chamaria - February 12, 2013 | Tickers: AGU, CF, POT, TNH, MOS

    I am a big fan of this stock. Every time I wrote on it in the past three months, I made strong buy calls. Boy, I hit a home run each time. CF Industries (NYSE: CF) has gained a neat 15% since mid-November last year, and no, it’s not over yet. There’s tremendous room for upside as the fertilizer major readies to suit up with numbers next week more »

  • A Dream You’ll Love to Own

    By Neha Chamaria - February 10, 2013 | Tickers: AGU, CF, POT, MOS

    “In dreams begin responsibilities.”

    -William Butler Yeats

    Agriculture has proved to be one of the most resilient sectors in recent times. Yet, some companies have unfortunately left investors in foul moods. PotashCorp (NYSE: POT) is a sad example.

    The stock is down 30% over a two-year period, giving up around 8% over the past year. PotashCorp’s recently released 2012 numbers – 9% lower revenue and 32% lower net income year-on-year more »

  • Clean Up With These Dirty Stocks

    By James Catlin - January 31, 2013 | Tickers: CF, RSG, TNH, WM

    Waste Management (NYSE: WM) is not a name that gets thrown around too much.  After all, how profitable can you be if you deal in trash?  Turns out you can be very profitable.  In fact, the company may be seeing its best years ahead and here's why.

    On a positive note, the first reason is that their fixed residential income segment is increasing with the gains seen in the more »

  • 5 Reasons This Stock Will Prove Critics Wrong

    By Neha Chamaria - January 31, 2013 | Tickers: AGU, CF, UAN, POT, MOS | Editor's Choice

    Note: A previous version of this article erroneously referenced a substantial decline in CVR Partners's most recent distribution. While the distribution did decline, it was related to a one time plant turnaround and the company expects the distribution to grow in the future. The article has been adjusted accordingly. 

    It’s a common investor psychology – a stock that’s craved and raved about suddenly appears expensive once it hits more »

  • Why This Stock Could Break Your Heart in 2013

    By Neha Chamaria - January 23, 2013 | Tickers: AGU, CF, POT, MOS

    7.5% gains in just 13 trading days – are you salivating? That’s what Mosaic (NYSE: MOS) investors have been treated to. A deal and some good numbers were enough to set the stock on fire. But what worries me is this: Is the momentum here to stay?

    The first price bump came on Dec. 31 when China-based Sinofert Holdings inked a deal with Canpotex to buy 1 million tonnes more »

  • Producer Prices Show Slumping Crop & Flat to Higher Fertilizer Prices in Q4

    By G C Mays - January 19, 2013 | Tickers: AGU, CF, POT, TNH, MOS

    The Bureau of Labor Statistics issued its report on producer prices for the month of December and noted that prices of finished goods dropped another 0.2%. Producer prices have declined every month in Q4. How did crop and fertilizer prices do during the quarter and how did this impact the stock prices of fertilizer companies like Potash Corp (NYSE: POT), Agrium (NYSE: AGU), Mosaic (NYSE: MOS), CF Industries (NYSE: CFmore »)

  • Why These Stocks Could Be Too Salty for Your Liking

    By Neha Chamaria - January 15, 2013 | Tickers: AGU, CF, IPI, POT, MOS

    PotashCorp (NYSE: POT) investors were left with nothing by the time 2012 ended – the stock was 5% in the red. Potash sealed its fate. The salt dug holes in Mosaic’s (NYSE: MOS) bottom line as well, though Mr. Market was benevolent enough to let the stock end 2012 with a 9% gain.

    So what has bumped the two stocks 4% each since New Year’s Eve? One deal from more »

  • This Stock Will Give You a Great 2013

    By Shmulik Karpf - January 8, 2013 | Tickers: AGU, CF, POT, RNF, TNH

    There are many ways to invest in agriculture and farming: You can invest in farmland, in land machinery, or directly in commodities. But you can also invest in companies whose sole business is to provide ongoing maintenance to farmers and their crops, like fertilizing companies. My best choice in this sector is CF Industries (NYSE: CF)

    A conservative investment
    The company displays a fortress-like balance sheet. As of Sep. 2012 more »