Terra Nitrogen Company, L.P. (NYSE:TNH)

CAPS Rating: 5 out of 5

The Company is a producer of nitrogen products and methanol. It also produces anhydrous ammonia, ammonium nitrate and nitrogen solutions in the United Kingdom.

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Member Avatar larvalbug (24.74) Submitted: 8/5/2014 12:58:07 PM : Outperform Start Price: $146.55 TNH Score: -8.07

Low trailing P/E and low D/E. Low EV/EBITDA. High dividend, current ratio, and return on equity.

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Member Avatar BMunkers (54.95) Submitted: 6/7/2014 10:59:38 AM : Outperform Start Price: $135.05 TNH Score: +1.42

Yes.

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Member Avatar afewgoodstocks14 (< 20) Submitted: 5/16/2014 2:14:07 PM : Outperform Start Price: $154.29 TNH Score: -20.07

Div. (Yield) $12.04 (8.3%)

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Member Avatar afewgoodstocks11 (24.82) Submitted: 5/15/2014 5:32:02 PM : Outperform Start Price: $146.07 TNH Score: -14.98

Div. (Yield) $12.04 (7.9%)

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Member Avatar GrimRebuke2 (< 20) Submitted: 5/8/2014 4:04:58 PM : Underperform Start Price: $147.47 TNH Score: +11.45

TNH is locked into a contract with CF Holdings who also runs the board of TNH and changed the partnership charter so that the board has no fiduciary duty to TNH. The obvious moral hazard of this arrangement is showing in the numbers this quarter. CF Holdings reported a 21% drop in ammonia prices for the first quarter and a 16% decrease in UAN prices. But TNH saw a 37% and 17% reduction, respectively in the price they were paid for these materials by CF Holdings. The decision-makers at CF are in the position of being able to directly transfer money from TNH partnership holders to CF's own profit margins and these individuals are all CF employees who DO have a fiduciary duty to CF Holdings. When the market was strong the impact of this arrangement wasn't very discernible but, as the market gets competitive we're now seeing a very large discrepancy in what CF pays to TNH investors versus what it is getting paid on the open market.

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Member Avatar assassin17 (< 20) Submitted: 5/2/2014 9:33:46 AM : Outperform Start Price: $138.11 TNH Score: -4.87

The yield is still quite nice even after the distribution was reduced. Also, revenues should go up, and capex should fall back near traditional values, once the plant turnaround is complete.

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Member Avatar alphadogg (79.36) Submitted: 3/3/2014 2:38:44 PM : Outperform Start Price: $163.69 TNH Score: -22.38

high ROE/ROC/ROA, beaten down

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Member Avatar midcoasteve (< 20) Submitted: 2/22/2014 11:16:58 AM : Outperform Start Price: $161.39 TNH Score: -21.58

Zero(0) debt, decent dividend, product demand, though volatile, will grow with world population and income,

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Member Avatar NorbertV (< 20) Submitted: 1/28/2014 5:14:45 PM : Outperform Start Price: $147.02 TNH Score: -17.21

Had a isolated bad quarter and took a huge hit. Should be back to business as usual and gain back the 30% it lost. Good dividend to boot should things not go up as planned.

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Member Avatar tk1453 (47.13) Submitted: 1/25/2014 11:15:14 PM : Outperform Start Price: $148.62 TNH Score: -17.30

well-run, product is in demand

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Member Avatar nouz (< 20) Submitted: 1/5/2014 8:23:54 PM : Outperform Start Price: $138.49 TNH Score: -7.75

tnh

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Member Avatar ratberto (99.07) Submitted: 12/18/2013 3:25:27 PM : Outperform Start Price: $130.57 TNH Score: -3.19

value screen

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Member Avatar cachecropp (54.51) Submitted: 11/25/2013 10:03:18 PM : Outperform Start Price: $150.91 TNH Score: -17.70

Nitrogen is the most important fertilizer. Two of the most certain developments are the world population growth and it's need for more food. Great dividend, good value.

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Member Avatar lurking44 (39.71) Submitted: 11/19/2013 11:27:29 AM : Outperform Start Price: $152.23 TNH Score: -19.31

Big drop in share price (it is a MLP) should equal bigger dividend yields, attracting new investors/partners.

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Member Avatar panda72 (99.85) Submitted: 10/22/2013 5:32:34 PM : Outperform Start Price: $193.76 TNH Score: -41.88

Aggressive when it comes to returning operating cash flow to shareholders.

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Member Avatar MidwestThales (20.28) Submitted: 9/4/2013 6:15:20 PM : Outperform Start Price: $197.14 TNH Score: -49.27

A world without nitrogen fertilizer producers is a world with a much smaller population. Essential product with stable demand and an excellent yield.

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Member Avatar chitownjester (93.94) Submitted: 5/21/2013 8:18:52 PM : Outperform Start Price: $198.20 TNH Score: -48.58

2013 planting season in high gear

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Member Avatar Chemdawg (29.55) Submitted: 5/1/2013 11:59:39 AM : Outperform Start Price: $191.27 TNH Score: -52.17

this one is a winner..great dividend while you wait for it to reach fair value..

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Member Avatar zlot (96.03) Submitted: 4/20/2013 6:05:34 PM : Underperform Start Price: $181.43 TNH Score: +50.90

Fertilizers are down for the moment

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Member Avatar AllenSmithee (69.41) Submitted: 4/9/2013 11:05:06 AM : Outperform Start Price: $180.89 TNH Score: -50.27

pattern, seasonal and history

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