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The Company is a manufacturers and distributors of nitrogen and phosphate fertilizer products in North America.
Great article in seeking alpha by Arie Goren! Very cheap!
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/
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.
CF provides a critical product to a critical industry and is priced below its competitors and the market.
good fundamentals, cheap on EBIT basis, good profitability
Limited growth upside due to US farm constraints. Plus corn acreage is at a huge 75 year high.
Risk is on farmers who hit big or fold bad depending on weather conditions. Regardless, fertilizers will flow, because the incentive is to produce bigger when there is a decent chance production will crash somewhere.
Growing nitrogen company for a hungry population
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.
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.
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.
Despite a not so good cash flow compared to the industry, the PE and Forward PE indicates good level of enter price.Also, the adequate level of cash compensates the cash flow efficiency, driven good general condition on growth.Bull on this stock!
Magic Formula 11-29-12
Fertilizers are needed to push production to make up for the poor drought numbers this year. This one has excellent managers too.
cheap and solid...also cheap nat. gas and increased demand in nitrogen
Used CAPS to generate a Greenblatt type list: 5 star stocks weighted with ROE / GM (Good) and PE/PB (Cheap).
The world is hungry and needs to grow food! This fertilizer company holds the answer and is a financial success.
from the research I have done, this one seems solid. Low p/e. makes money. as long as fertilizer is profitable, this company should do very well. agriculture looks good for 2013 as well.
My conservative Graham-Dodd 5yr valuation puts this stock at a 215% gain over the next 5 years.
Inflation is finally starting to win over deflation.
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