CVR Partners, LP (NYSE:UAN)

Can a random number generator (www.random.org) produce the best 100 stock picks that will beat the market over the years? Let’s find out. :)

My process, for those interested:
I use www.random.org number generator to produce a number between 1 and 7,801. There are 7,801 stocks available to choose on the Motley Fool CAPS Game. Once I get a number, I go to the list, find that stock, and select that stock to outperform for the next five years.

TMFDeej rec

Great dividend, start of growing season

Following TMFDeej on this high yielder.
http://caps.fool.com/Blogs/a-spinoff-with-a-9-yield-in/785348

High dividend payer (9%) waiting for a catalyst.

follow - Deej/spinoff

we need food, we need fertilizer to grow the food

Had my eye on this one for quite some time and should have green-buttoned it a while ago, but am just now getting around to plunking down real money on it. If you adjust to PEG to account for the large (and solid) dividend, this looks like a healthy investment.

because fertilizer needed and they are well situated next to source.
If Icahn doesn't ruin it!!

Very profitable, sound balance sheet. Great dividend for such a young company and plenty of growth potential

I bought this last summer during a "fracture" at $20.46. It was treating me pretty well with a yield over 10% and getting close to $30. Then Icahn showed up to CVR Energy and everything changed.

CVR Partners seems to have fallen just on the simple observation that little information has been provided on how it fits into a plan to sell CVR Energy and maybe a little on the weaker than expected fertilizer prices this summer. I don't see how the business changes with a sale, without a sale, with a sale of CVR Energy, or with any possible combination of sales. Pet coke is to be provided from the adjacent oil refinery through 2027. The plant expansion next year should be good news if fertilizer prices recover. Also, the facility is next to the higher margin agricultural belt, which gives a $25 per ton safety net just due to logistics.

I may be a little biased, but it seems like a market overreaction to me. Either way, there's no reason for me to sell at these prices. I'll hold on and wait to see what happens. If the price slides to the mid teens I'll have to consider adding more shares.

Increased demand for better and more food, attractive dividend structure

Expanding plant to up UAN production, also has a "green" CO business that may be an additional source of income going fordward. Just anounced a 25% increase in dividends for 2013.

Dividends are critical for wealth generation in the coming years, I have owned this before, have watched it and am back in. Fertilizer companies will make you some green this year.

great fundamentals, location, yield, and industry...we will always need corn for food (and fuel). In this case, I think past history (outperforming the SP500) IS an indication of future results, and UAN will continue to outperform.

Watching this one for a while now only to get caught off gaurd as it moved up very quickly. This pull back was due and I am jumping in....

world wide food shortage requires more crops and fertalizer
also a nice dividend yield

fertilizer is being undervalued

12/14