CVR Partners, LP (NYSE:UAN)

CAPS Rating: 4 out of 5

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Member Avatar afewgoodstocks14 (< 20) Submitted: 11/14/2014 5:51:35 PM : Outperform Start Price: $11.59 UAN Score: -27.15

Div. (Yield) $1.08 (9.4%)

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Member Avatar arney1492 (42.11) Submitted: 5/15/2014 8:44:30 AM : Outperform Start Price: $19.13 UAN Score: -62.50

So far one of the better performing fertilizer companies around.....very nice dividend also.

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Member Avatar hosedagain (< 20) Submitted: 1/6/2014 9:13:35 PM : Outperform Start Price: $15.91 UAN Score: -56.16

bounce back

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Member Avatar dunloggin (65.57) Submitted: 12/26/2013 10:34:20 PM : Outperform Start Price: $15.07 UAN Score: -52.29

Good dividend, plus nice chance to grow!!

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Member Avatar thefifth (< 20) Submitted: 11/28/2013 12:19:06 AM : Outperform Start Price: $15.99 UAN Score: -57.53

undervalued at present time, but I expect that to be recognized by second quarter of next year.

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Member Avatar SetMyPeopleFree (35.94) Submitted: 9/16/2013 4:22:38 PM : Outperform Start Price: $16.75 UAN Score: -67.48

I believe the company will either meet or exceed the dividend payout and earnings due in November as adjusted by market expectations since the shutdown. It is obvious that a 10 to 20% reduction in both is expected by the markets, and I believe they will not be down that much due to some savings in production as well as better pricing power than most of the segment.

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Member Avatar awallejr (76.71) Submitted: 7/30/2013 5:49:49 PM : Outperform Start Price: $19.60 UAN Score: -76.53

Bottom fishing and yield.

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Member Avatar DrLinks (< 20) Submitted: 7/29/2013 6:21:30 AM : Outperform Start Price: $19.80 UAN Score: -77.20

Great producer of Urea, Ammonia, and Nitrogen in L.P. fashion so it's got the GRANDE Yield!

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Member Avatar Arvixe (25.18) Submitted: 6/25/2013 12:18:30 PM : Outperform Start Price: $19.29 UAN Score: -83.92

solid fundamentals

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Member Avatar whoodatstockhot (81.99) Submitted: 6/5/2013 8:21:19 AM : Outperform Start Price: $21.53 UAN Score: -85.17

Nice entry after secondary. This is one of the best nitrogen fertilizers companies in the world. State of the art plant, great transport network, and not reliant on natural gas as in input cost. I hold as real investment, nice dividend as well.

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Member Avatar PsychoDr (96.90) Submitted: 5/31/2013 6:05:26 PM : Outperform Start Price: $21.61 UAN Score: -84.74

I like the potential of this company. Their stock took a bit of a hit recently, but it had nothing to do with fundamentals. In fact recent earnings were depressed as company built out capacity to refine more uan than they had in the past. This is important because uan is the next step in fertilizer production and has significantly higher profit margin.
I also like their dividend policy which I will leave for you to research.

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Member Avatar ThisIsFor2053 (< 20) Submitted: 5/31/2013 8:37:07 AM : Outperform Start Price: $21.31 UAN Score: -82.96

Buying this weakness

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Member Avatar rfaramir (29.31) Submitted: 3/1/2013 6:44:22 PM : Outperform Start Price: $23.04 UAN Score: -97.50

TMFDeej rec

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Member Avatar michaeltbryant (< 20) Submitted: 1/18/2013 12:00:37 AM : Outperform Start Price: $23.87 UAN Score: -102.41

Great dividend, start of growing season

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Member Avatar rd80 (97.31) Submitted: 1/4/2013 10:21:15 PM : Outperform Start Price: $21.97 UAN Score: -101.02

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

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Member Avatar tsperbeck (99.74) Submitted: 1/1/2013 3:05:26 PM : Outperform Start Price: $22.08 UAN Score: -102.07

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

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Member Avatar rpgjr2000 (48.36) Submitted: 11/14/2012 6:51:23 AM : Outperform Start Price: $20.25 UAN Score: -105.48

we need food, we need fertilizer to grow the food

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Member Avatar vonbeck (< 20) Submitted: 7/3/2012 1:58:30 PM : Outperform Start Price: $20.11 UAN Score: -106.62

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

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Member Avatar PublicWireless (< 20) Submitted: 6/12/2012 2:27:35 PM : Outperform Start Price: $16.70 UAN Score: -102.55

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

Recs

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Member Avatar TMFBlacknGold (98.62) Submitted: 6/5/2012 10:32:11 AM : Outperform Start Price: $16.21 UAN Score: -104.11

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.

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