CF Industries Holdings, Inc. (NYSE:CF)

CAPS Rating: 5 out of 5

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

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Member Avatar leaderoftheback (71.44) Submitted: 6/23/2015 3:03:18 PM : Outperform Start Price: $64.49 CF Score: -6.54

note to self: this was a pick eons ago at a low trading price. Stock split caused the fill.

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Member Avatar tommoee (59.62) Submitted: 11/16/2014 4:42:30 PM : Outperform Start Price: $52.37 CF Score: +9.74

Low P/E, solid growth, down 15% from recent high on no news

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Member Avatar timmysweets (36.36) Submitted: 10/15/2014 11:38:40 PM : Outperform Start Price: $48.81 CF Score: +6.59

Farming is never overvalued

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Member Avatar racoveanul (83.51) Submitted: 7/3/2014 1:44:03 PM : Outperform Start Price: $47.78 CF Score: +17.11

I expect at least a point a week from this stock, for the next five years.

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Member Avatar bassnman45 (37.93) Submitted: 1/8/2014 10:46:15 AM : Outperform Start Price: $24.07 CF Score: +74.15

we need food

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Member Avatar cachecropp (66.08) Submitted: 11/25/2013 10:03:59 PM : Outperform Start Price: $41.39 CF Score: +25.41

Agriculture company with great valuation.

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Member Avatar HVSTmoon (< 20) Submitted: 8/13/2013 9:47:01 PM : Outperform Start Price: $36.05 CF Score: +37.97

Reverse DCF = -3% Growth on Earnings
Going forward:
Putting 3% growth for next 10 years, and 0% terminal growth, at 12% discount = $275.
About 30% margin of safety.
Seems like a bargain to me. Will analyse the business to understand why is it so low.

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Member Avatar cyclomics (68.01) Submitted: 8/1/2013 12:22:19 PM : Outperform Start Price: $37.57 CF Score: +32.42

Leader in nitrogen fertilizer. "It’s a dirt-cheap company with thick margins. And it’s
benefiting from the biggest commodity trend in the world:
cheap U.S. natural gas."

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Member Avatar 1smallfry (79.37) Submitted: 7/26/2013 11:38:05 PM : Outperform Start Price: $34.59 CF Score: +43.86

Yes

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Member Avatar DrLinks (< 20) Submitted: 7/20/2013 2:47:37 AM : Outperform Start Price: $35.32 CF Score: +41.06

Best AG stock for Potash, Nitrogen, and Ammonia. Much better than POT, MOS, MON, and EVEN AGRIUM (AGU), though AGU is also an OUTPERFORM

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Member Avatar Chemdawg (25.63) Submitted: 7/14/2013 10:17:25 PM : Outperform Start Price: $35.41 CF Score: +39.69

this fertilizer is Dirt Cheap.......hard to lose money if earnings stay consistent

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Member Avatar MizzouEric (86.96) Submitted: 6/24/2013 10:36:07 PM : Outperform Start Price: $34.04 CF Score: +39.02

Undervalued market leader in an emerging niche market. Currently valued at BV + 2x earnings.... Way too cheap

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Member Avatar Nehams (< 20) Submitted: 5/2/2013 10:38:29 AM : Outperform Start Price: $33.73 CF Score: +37.73

Demand for nitrogen, CF's core product, is relatively inelastic because it is also the most widely applied nutrient. Corn can't do without nitrogen, and the U.S. is all ready for record spring planting this year. Industry leadership, low debt, solid cash flows, great margins -- CF is a complete package. For all the goodness, CF is trading the cheapest among peers at current price. A golden opportunity for Fools. Read more at: http://beta.fool.com/nehams/2013/04/16/call-for-action-this-golden-opportunity-will-slip/30996/

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Member Avatar buffalonate (91.57) Submitted: 4/5/2013 3:48:44 PM : Outperform Start Price: $36.10 CF Score: +27.00

Agriculture stocks are a great place to be for the long-term. The population keeps going up so fertilizer is going to be very important to increase productivity.

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Member Avatar KenMcG6150 (51.42) Submitted: 4/3/2013 2:41:33 PM : Outperform Start Price: $35.69 CF Score: +29.18

CF provides a critical product to a critical industry and is priced below its competitors and the market.

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Member Avatar Wifeb123 (25.47) Submitted: 3/1/2013 3:16:53 PM : Underperform Start Price: $38.42 CF Score: -15.43

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

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Member Avatar AndyAA22 (48.72) Submitted: 2/2/2013 2:47:22 PM : Outperform Start Price: $37.53 CF Score: +6.40

Growing nitrogen company for a hungry population

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Member Avatar 42asdf (76.16) Submitted: 1/31/2013 12:50:44 AM : Outperform Start Price: $43.73 CF Score: -3.80

Right now it looks undervalued for its p/e and p/b with solid growth and profits. It is also financially healthy with excellent cash flow and little debt. The only reason I don't give it a longer time frame is because it does not have any real advantages in its business model.

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Member Avatar wmasters1 (< 20) Submitted: 1/29/2013 2:39:06 PM : Outperform Start Price: $43.75 CF Score: -3.23

As production of nitrogen and other fertilizers accelerates, eventually that production will turn into surplus, drive down historically high commodity prices, and erode CF's market and margin.

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Member Avatar adamlevy (78.38) Submitted: 12/11/2012 9:03:27 PM : Outperform Start Price: $41.24 CF Score: -1.53

2013 will be another banner year for farmers. The demand for fertilizer should go up and with a limited domestic supply of nitrogen CF should be able to increase the price on its inelastic product. This should lead to better margins and better numbers on both the top and bottom lines.

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