CVR Partners, LP

  • 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 »

  • 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 »

  • Valuation Of MLP Ownership Not Factored Into Price

    By Mike Thiessen - May 9, 2013 | Tickers: UAN, RNF, RTK

    Rentech (NASDAQ: RTK) has been classified as a clean energy company however this is changing, and it has a 60% ownership interest in a publicly traded fertilizer MLP.  The underlying value of this MLP, some argue, should result in a better valuation for Rentech.  Clean energy technologies are under increased scrutiny; relatively inexpensive natural gas and excess supply in solar and wind have led to an increasingly negative outlook for 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 »

  • 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 »

  • Are You Aware of the Big Risks Associated With This Stock?

    By Neha Chamaria - April 2, 2013 | Tickers: CF, UAN, RNF, TNH

    Numbers that missed the Street estimates, earnings projections that failed to inspire, and dividend guidance that stumped investors – Is the tide turning against Rentech Nitrogen (NYSE: RNF)? Investors cheered when the fertilizer maker’s stock crossed the $49 mark in early February. The euphoria didn't last long – The stock has lost 27% since then.

    A lower dividend in 2013 is a concern, but are there bigger dangers lurking ahead more »

  • The Ultimate Guide to Buying Fertilizer Stocks

    By Neha Chamaria - April 2, 2013 | Tickers: AGU, CF, UAN, POT, RNF

    Sometimes it pays to just pay attention to the boring things in life. Think health food. Think farming. Or think of stuff that’s behind those corn fritters and tortillas on your plate. Unexciting as they may sound, but if it weren't  for fertilizers, you would hardly get to eat anything!

    So as a prudent investor, you should start weighing fertilizer stocks as well if you still haven’t more »

  • How These Farming Stocks Will Perform in 2013

    By Madhukar Dubey - March 7, 2013 | Tickers: UAN, RNF, MOS

    Last year wasn't ideal for agriculture, as the U.S. faced its worst drought, in decades. However, the situation seems to be changing now.  A winter storm in the southern plains should provide some relief and neutralize the impact of the drought to some extent. Consequently, improving weather conditions have led the U.S. Department of Agriculture to expect a decline in crop prices. Let's look at how 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! 

    <img alt="" src="http://media.ycharts.com/charts/01184f437767c1137dc28bea2adfdb11.png" />

    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 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 »

  • MLPs and Shareholder Activism: Is That Beneficial to Investors?

    By Shas Dey - January 30, 2013 | Tickers: CVI, UAN, CVRR

    An activist shareholder acquires an equity stake in a company for the sole purpose of putting pressure on its management, in order to achieve a diverse range of goals from unlocking shareholder value through changes in corporate policy, financing structure, to adoption of environmentally friendly policies, etc. The fascination for shareholder activism lies in its relatively low cost compared to a full takeover bid, which is both costly and difficult more »

  • 2 Stocks To Buy And Forget For The Long Term.

    By Rupert Hargreaves - January 28, 2013 | Tickers: COST, UAN, TNH, WMT

    Investing for the long term can be tough, but I believe one of the best methods is to find, buy, and hold a stock that offers a product that will always be in demand.  Any investor investing for the long term needs to consider products that will always be in demand, and there is nothing that will be in demand for longer than food. People will always need food and more »

  • 4 Fertilizer Companies to Add to Your Watch List

    By William Bias - January 7, 2013 | Tickers: UAN, IPI, POT, TNH

    Global food consumption will steadily increase over the long term as emerging economies industrialize. As the demand for food increases, so will the material used in food production namely fertilizer. Outlined below are four fertilizer companies to add to your watch list.

  • 1 Smart Pick for 2013

    By Neha Chamaria - December 10, 2012 | Tickers: AGU, CF, UAN, POT, MOS

    The countdown begins. Well, almost. With hardly three weeks to go for a new year, it’s time to take stock of the year that was. Time to dig deep into companies I follow closely to see how they fared in the past 12 months. Did stocks I believe in keep their chin up in a turbulent year, or did they find the challenges too hot to handle?

    Well, there more »

  • Why This Stock Could Explode

    By Neha Chamaria - November 19, 2012 | Tickers: AGU, CF, UAN, POT, MOS

    Its stock has lost some wind over the past three months, but it yet again churned out one of the best numbers in its industry. That’s a tricky situation. Is CF Industries (NYSE: CF) a buy then, or is it not?

    I don’t jump to conclusions till I do my own research. I spent time studying CF, and what I realized is this: this is one stock that more »

  • UAN-a Grow Your Portfolio?

    By Maxxwell A.R. Chatsko - November 13, 2012 | Tickers: AGU, CF, CVI, UAN, TNH

    The world population is expected to rise to 7.5 billion by 2020. The United Nations predicts those extra 500 million mouths – plus larger appetites in emerging markets – will increase food prices up to 40%. While that figure may be disputed, one thing is certain: the world’s farms will need to plant and harvest increasing numbers of crops to keep pace. The industry that has the most to gain more »

  • Why This Fertilizer Stock Could Zoom Next Week

    By Neha Chamaria - October 31, 2012 | Tickers: AGU, CF, UAN, POT, MOS

    After record first and second quarters, will CF Industries (NYSE: CF) have an encore in its third? Analysts are expecting CF’s third-quarter sales to dip by around 4% from the same quarter a year ago, as the period is typically the weakest for agriculture companies because the U.S. planting season is still several months away, and purchases from Latin America don’t really pick up before October.

    Yet more »

  • 3 Fertilizer Stocks That Could Win Big on Earnings

    By Neha Chamaria - October 30, 2012 | Tickers: AGU, CF, UAN, POT, MOS

    Yet another terrible set of numbers, and a roll back in full-year guidance. Sigh, this is proving to be one of the toughest earnings seasons. But a bad earnings report, apart from disappointing me of course, has also taught me one thing – it pays to be informed, and prepared.

    I always try to do a back-of-the-hand calculation of what to expect from a company before it releases its quarterly numbers more »

  • Agricultural Chemicals: This Ain't Just Fertilizer

    By Chris Hodge - October 16, 2012 | Tickers: AGU, CF, UAN, POT

    A lot of people do not have enough respect for the agricultural chemical industry. While it may not pull the same sexy stunts as the latest tech startup or be as instantly recognizable as your favorite retail giant, this is the industry that keeps us all alive. But that alone isn't enough to earn any special respect in my book. I expect any applicants to the Hodge-folio to pull more »

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