CF Industries Holdings, Inc. (NYSE:CF)

CAPS Rating: 4 out of 5

The Company is a manufacturers and distributors of nitrogen and phosphate fertilizer products in North America.

Caps

How do you think CF will perform against the market?

Add Stock to CAPS Watchlist

All Players

1,245 Outperform
48 Underperform
 

All-Star Players

150 Outperform
5 Underperform
 

Wall Street

15 Outperform
1 Underperform
 

Top CF Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

LukeCrumb (79.59)
Submitted September 29, 2017

They operate in a industry with supply controlled pricing and China has reduced there output. In the near term this company is likely to start a new cycle of higher revenue. It will only last so long, but the value of this stock will likely increase… More

Wifeb123 (50.88)
Submitted March 01, 2013

Limited growth upside due to US farm constraints. Plus corn acreage is at a huge 75 year high.

CF VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about CF.

Recs

0
Member Avatar 401ktimer1 (98.83) Submitted: 3/5/2018 10:14:41 PM : Outperform Start Price: $44.05 CF Score: -1.90

Break out - low valuation

Recs

1
Member Avatar LukeCrumb (79.59) Submitted: 9/29/2017 11:32:06 AM : Outperform Start Price: $26.29 CF Score: +49.59

They operate in a industry with supply controlled pricing and China has reduced there output. In the near term this company is likely to start a new cycle of higher revenue. It will only last so long, but the value of this stock will likely increase significantly over the near term. There does not seem to be any compelling case for multi year investment though.

Recs

1
Member Avatar TSIF (99.97) Submitted: 12/16/2015 3:59:38 PM : Outperform Start Price: $35.59 CF Score: -13.62

Took a serious revenue hit in Q3. Shows declining revenue YoY for the last several years, but managed to keep profits up.
Biggest depression to stock prices is over uncertainty regarding it's attempt to buy a larger offshore company and relocate headquarters dodging taxes (inversion).... $500M in tax savings is a lot of fertilizer.

Looks like some synergy, without the tax savings if they can pull it off.

CF and OCI (Netherlands), wanting to base out of the UK activates the IRS rules.

Even if it doesn't get all the tax bennies, it appears to me that CF has gotten on the low side of it's valuation range.

Worth a play here.

Leaderboard

Find the members with the highest scoring picks in CF.

Score Leader

Hetepheres

Hetepheres (64.92) Score: +886.41

The Score Leader is the player with the highest score across all their picks in CF.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Hetepheres 64.92 12/11/2006 12/7/2008 Outperform 3Y $3.86 +985.63% +99.23% +886.41 3 Comments
rds1955 73.55 12/21/2006 Outperform 3M $4.02 +942.96% +98.80% +844.16 0 Comment
supasonic128 90.06 12/28/2006 Outperform 3M $4.37 +859.91% +97.86% +762.05 0 Comment
karenjaned < 20 2/14/2007 Outperform NS $5.62 +646.08% +94.58% +551.50 0 Comment
nm2471 < 20 2/20/2007 Outperform 3M $5.76 +628.74% +93.57% +535.17 1 Comment
emerbay < 20 2/20/2007 Outperform 1Y $5.76 +628.74% +93.57% +535.17 1 Comment
Hauck33 75.43 2/20/2007 Outperform 1Y $6.16 +581.13% +92.83% +488.30 0 Comment
pizzaparsons < 20 2/27/2007 Outperform NS $6.17 +580.05% +95.83% +484.22 0 Comment
Happytiger 75.86 2/22/2007 Outperform 1Y $6.34 +561.96% +92.92% +469.04 0 Comment
slickchilli 54.66 3/7/2007 Outperform 5Y $6.46 +549.30% +101.73% +447.57 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackPiperJaff 87.29 1/5/2015 Outperform NS $49.01 -14.40% +30.02% -44.42 0 Comment
TrackDeutscheSec 84.89 9/26/2014 Underperform NS $47.19 -11.11% +34.96% +46.07 0 Comment
TrackBarclaysCap 88.76 8/15/2013 Outperform NS $36.90 +34.62% +10.15% +24.47 4/10/2014 @ $49.68 0 Comment
TrackJPMorgan 87.03 9/17/2012 Outperform NS $37.63 +11.47% +80.66% -69.19 0 Comment
TrackDahlmanRose < 20 6/25/2012 Outperform NS $35.83 +16.98% +8.94% +8.04 10/15/2012 @ $41.92 0 Comment
TrackDahlmanRose < 20 5/9/2012 Underperform NS $34.98 +5.31% -2.81% -8.12 6/25/2012 @ $36.83 0 Comment
TrackZacks < 20 5/4/2012 Outperform 3M $36.70 +12.31% +2.42% +9.89 8/7/2012 @ $41.21 1 Comment
TrackPoisedTo < 20 2/8/2012 Outperform 5Y $32.03 +30.98% +96.84% -65.86 0 Comment
TrackCharlesPayn < 20 12/23/2011 Outperform 3M $24.30 +72.66% +110.03% -37.37 0 Comment
TrackZacks < 20 8/5/2011 Outperform 3M $29.12 +25.43% +17.26% +8.16 3/30/2012 @ $36.53 1 Comment
TrackDahlmanRose < 20 7/25/2011 Outperform NS $31.72 +11.21% -2.12% +13.33 1/30/2012 @ $35.27 0 Comment
TrackTiconderoga 87.97 6/27/2011 Outperform NS $23.78 +76.43% +109.20% -32.78 0 Comment
TrackGoldmanSach 74.25 3/25/2011 Underperform 5Y $25.02 +35.36% -8.88% -44.24 8/15/2011 @ $33.87 1 Comment
TrackZacks < 20 2/15/2011 Outperform 3M $28.78 -4.23% +0.89% -5.12 5/7/2011 @ $27.56 1 Comment
TrackFeltlandCo 89.26 1/14/2011 Outperform NS $23.98 +74.97% +107.08% -32.11 0 Comment
TrackJimCramer 85.28 10/4/2010 Outperform 3W $15.75 +166.36% +133.37% +32.99 0 Comment
TrackGoldmanSach 74.25 8/18/2010 Outperform 5Y $17.83 +63.78% +18.11% +45.67 1/18/2011 @ $29.20 1 Comment
TrackDavidTepper 89.76 6/30/2010 Outperform NS $10.61 +295.54% +161.05% +134.49 0 Comment
TrackUBS 91.94 5/24/2010 Outperform NS $11.45 +266.39% +143.54% +122.85 0 Comment
TrackBroadpointAmTech < 20 5/10/2010 Outperform NS $15.17 +142.61% +19.22% +123.38 4/17/2012 @ $36.79 0 Comment
TrackTWeisel 88.91 4/16/2010 Outperform NS $15.09 +178.01% +119.64% +58.37 0 Comment
TrackDahlmanRose < 20 1/13/2010 Outperform NS $19.03 +3.92% -1.08% +4.99 9/23/2010 @ $19.78 0 Comment
TrackSterneAgee 60.26 1/11/2010 Outperform NS $16.65 +151.95% +130.67% +21.27 0 Comment
TrackEinhorn 93.43 2/25/2009 Outperform 1Y $13.26 +21.44% +16.89% +4.55 5/28/2009 @ $16.11 1 Comment
TrackJGreenblatt 60.03 2/17/2009 Outperform 1Y $10.29 +102.26% +35.43% +66.83 2/16/2010 @ $20.81 2 Comments
TrackCitigroup 92.22 11/4/2008 Outperform NS $11.00 +281.21% +175.46% +105.75 0 Comment
TrackZacks < 20 10/28/2008 Outperform 3M $10.79 +33.99% -13.88% +47.87 3/24/2009 @ $14.46 1 Comment
TrackCreditSuiss 88.73 7/7/2008 Outperform NS $24.72 +69.68% +115.99% -46.31 0 Comment
TrackStifel 91.91 6/16/2008 Outperform NS $26.24 +59.89% +101.97% -42.08 0 Comment
TrackDavidTepper 89.76 5/30/2008 Outperform 1Y $26.83 -39.96% -35.88% -4.08 5/28/2009 @ $16.11 4 Comments
TrackJPMorgan 87.03 1/22/2008 Outperform NS $16.59 +0.84% -6.60% +7.45 4/30/2010 @ $16.73 0 Comment
TrackZacks < 20 12/20/2007 Outperform 3M $21.50 -43.29% -32.69% -10.60 10/20/2008 @ $12.19 1 Comment
TrackDreman 33.50 9/30/2007 Outperform NS $12.53 +234.75% +82.28% +152.47 2 Comments
TrackJohnKeeley < 20 9/30/2007 Outperform NS $15.12 +21.00% -23.98% +44.98 9/30/2008 @ $18.29 1 Comment
TrackCitigroup 92.22 8/13/2007 Outperform NS $11.14 +78.06% -18.39% +96.45 9/26/2008 @ $19.83 0 Comment
TrackMatrix < 20 8/13/2007 Outperform NS $10.50 +250.41% -5.75% +256.16 4/17/2012 @ $36.79 0 Comment
TrackJimCramer 85.28 7/31/2007 Underperform 3W $11.34 +66.04% -22.82% -88.86 10/5/2010 @ $18.82 0 Comment
TrackJimCramer 85.28 4/13/2007 Outperform 3W $8.86 +29.82% +0.28% +29.54 8/1/2007 @ $11.50 0 Comment
TrackBMOCapital < 20 2/20/2007 Outperform NS $7.30 +12.19% -0.89% +13.07 4/10/2007 @ $8.19 0 Comment
TrackCitigroup 92.22 11/20/2006 Outperform NS $4.43 +88.96% +6.59% +82.37 4/30/2007 @ $8.37 0 Comment
TrackUBS 91.94 11/15/2006 Underperform NS $4.19 +312.66% -12.74% -325.40 4/26/2010 @ $17.29 0 Comment
TrackBofASec 92.07 11/1/2006 Outperform NS $4.09 +316.66% +11.21% +305.46 10/31/2007 @ $17.04 0 Comment

Advertisement