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CF Industries is a global leader in fertilizer manufacturing and distribution, the second largest nitrogen fertilizer producer in the world and the third largest phosphate fertilizer producer among public companies. CF Industries owns and operates world-scale nitrogen and phosphate plants and serves agricultural and industrial customers through its best-in-class distribution system.

In 2010, CF Industries acquired Terra Industries Inc. Following this acquisition, CF Industries is positioned as a nitrogen bellwether in the global fertilizer industry and the premier nitrogen and phosphate fertilizer manufacturer in North America.

Reasons to be bullish on CF Industries Holdings, Inc. Co:

  • It has a strong levered free cash flow of $1.85 billion.
  • It sports a very strong quarterly earnings growth rate of 119%
  • It has a good quarterly revenue growth rate of 38.8%
  • Net income has surged from $366 million in 2009 to $1.53 billion in 2011.
  • Cash flow per share has exploded from $10 in 2009 to $30.85 in 2011.
  • Sales have risen from $2.6 billion in 2009 to $6.09 billion in 2011.
  • It has a very low payout ratio of just 7%
  • Total cash flow from operating activities has surged from $680 million in 2009 to $2.07 billion in 2011.
  • A 5 year historical EPS growth rate of 32%
  • A good 5 year sales growth rate of 20%
  • A good interest current and quick ratio of 1.74 and 1.37 respectively
  • A great interest coverage ratio of 25.7
  • It has a strong free cash flow yield of 17%
  • It reported block buster 4th quarter net earnings of $438.9 million as compared to $200.3 million in the 4th quarter of 2010, which represents an increase of over 100%
  • It had a strong balance sheet; cash and cash equivalents stood at $1.2 billion.
  • For the year, net earnings stood at $1.54 billion up significantly from $342 million in 2010.
  • CF reported an EBITDA of $3.01 billion in 2011 as compared to $1.1 billion for 2010.
  • Sales hit record levels of 14.9 million tons, including a record of 13 million tons of nitrogen based products.
  • It repurchased 6.5 million shares of common stock, which represents 9% of the outstanding shares.
  • Management is forecasting that U.S. farmers will plant about 93.5 million acres of corn in 2012, which is equivalent to the record set in 2007. Dry weather in South America has reduced the prospects for corn, leading to a rebound in corn prices. As a result, management expects strong wholesale demand for nitrogen and phosphate fertilizers this spring.
  • 100K invested for 7 years would have grown to $887K

Company: Cf Indus Hldgs (CF)

Levered Free Cash Flow = 1.85B

Basic Key ratios

Percentage Held by Insiders = 0.42

Market Cap ($mil) = 12326

Number of Institutional Sellers 12 Weeks = 1

3 Month % Chg Short Interest = n/a

Growth

Net Income ($mil) 12/2011 = 1539

Net Income ($mil) 12/2010 = 349

Net Income ($mil) 12/2009 = 366

12mo Net Incm this Q/ 12mo Net Incm 4Q's ago = 340.78

Q Net Incm this Q/ same qtr yr ago = 119.12

EBITDA ($mil) 12/2011 = 3209

EBITDA ($mil) 12/2010 = 1304

EBITDA ($mil) 12/2009 = 798

Net Incm Rpt Qtr ($mil) = 439

Anl Net Incm this Yr/ Net Incm last Yr = 340.78

Cash Flow ($/sh) 12/2011 = 30.85

Cash Flow ($/sh) 12/2010 = 13.44

Cash Flow ($/sh) 12/2009 = 10

Div 5yr Growth 12/2011 = N/A

Sales ($mil) 12/2011 = 6098

Sales ($mil) 12/2010 = 3965

Sales ($mil) 12/2009 = 2608

Dividend history

Div Yield = 0.85

Div Yld 5 Yr Avg 12/2011 = N/A

Div Yld 5 Yr Avg 09/2011 = 0.43

Annual Dividend 12/2011 = 1

Annual Dividend 12/2010 = 0.4

Forward Yield = 0.85

Div 5yr Growth 12/2011 = N/A

R-squared Div Growth 12/2011 = N/A

R-squared Div Growth 09/2011 = 0.65

Dividend sustainability

Payout Ratio 09/2011 = 0.07

Payout Ratio 06/2011 = 0.09

Payout Ratio 5 Yr Avg 12/2011 = N/A

Payout Ratio 5 Yr Avg 09/2011 = 0.04

Payout Ratio 5 Yr Avg 06/2011 = 0.04

Change in Payout Ratio = 0.03

Performance

% Ch Price 52 Wks Rel to S&P 500 = 35.2

Std Dev Target Price Est = 21.31

Avg EPS Surprise Last 4 Qtr = 11.5

EPS % Change F2/F1 = -5.11

Next 3-5 Yr Est EPS Gr rate = 18.67

Std Dev 3-5 Yr Est EPS Gr rate = 16.07

EPS Gr Q(1)/Q(-3) = 1-169.06

5 Yr Hist EPS Gr 12/2011 = N/A

5 Yr Hist EPS Gr 09/2011 = 32.54

ROE 5 Yr Avg 12/2011 = N/A

ROE 5 Yr Avg 09/2011 = 29.7

ROE 5 Yr Avg 06/2011 = 28.47

Return on Investment 12/2011 = N/A

Return on Investment 09/2011 = 24.39

Return on Investment 06/2011 = 20.27

Debt/Tot Cap 5 Yr Avg 12/2011 = N/A

Debt/Tot Cap 5 Yr Avg 09/2011 = 11.44

Debt/Tot Cap 5 Yr Avg 06/2011 = 10.32

Current Ratio 12/2011 = N/A

Current Ratio 09/2011 = 1.74

Current Ratio 06/2011 = 1.37

Curr Ratio 5 Yr Avg = 2.05

Quick Ratio = 1.45

Cash Ratio = 1.19

Interest Coverage 12/2011 = N/A

Interest Coverage 09/2011 = 25.76

Interest Coverage 06/2011 = 18.15

Valuation

Book Value Qtr ($/sh) 12/2011 = N/A

Book Value Qtr ($/sh) 09/2011 = 75.44

Book Value Qtr ($/sh) 06/2011 = 66.2

Anl EPS before NRI 12/2007 = 6.39

Anl EPS before NRI 12/2008 = 14.41

Anl EPS before NRI 12/2009 = 7.8

Anl EPS before NRI 12/2010 = 8.62

Anl EPS before NRI 12/2011 = 22.9

Price/ Book = 2.5

Price/ Cash Flow = 6.1

Price/ Sales = 2.02

EV/EBITDA 12 Mo = 3.97

P/E/G F1 = 0.44

Q1 Std Dev/ Consensus = 0.13

R-squared EPS Growth 12/2011 = N/A

R-squared EPS Growth 09/2011 = 0.44

P/E F1/ LT EPS Gr = 0.44

Std Dev Cons Current Qtr = 0.61

Median Est Next Qtr = 7.44

# Anlst in Cons Q3 = 12

Related companies (Peer Group Analysis)

Company: Intrepid Potash (IPI)

Levered Free Cash Flow = -10.21M

Basic Key ratios

Percentage Held by Insiders = 30.42

Market Cap ($mil) = 1907

Number of Institutional Sellers 12 Weeks = N/A

3 Month % Chg Short Interest = n/a

Growth

Net Income ($mil) 12/2011 = 109

Net Income ($mil) 12/2010 = 45

Net Income ($mil) 12/2009 = 55

12mo Net Incm this Q/ 12mo Net Incm 4Q's ago = 141.61

Q Net Incm this Q/ same qtr yr ago = 37.07

EBITDA ($mil) 12/2011 = 212

EBITDA ($mil) 12/2010 = 104

EBITDA ($mil) 12/2009 = 110

Net Incm Rpt Qtr ($mil) = 25

Anl Net Incm this Yr/ Net Incm last Yr = 141.63

Cash Flow ($/sh) 12/2011 = 1.71

Cash Flow ($/sh) 12/2010 = 0.98

Cash Flow ($/sh) 12/2009 = 1.16

Div 5yr Growth 12/2011 = N/A

Sales ($mil) 12/2011 = 443

Sales ($mil) 12/2010 = 359

Sales ($mil) 12/2009 = 302

Dividend history

Div Yield = 0

Div Yld 5 Yr Avg 12/2011 = N/A

Div Yld 5 Yr Avg 09/2011 = 0

Annual Dividend 12/2011 = 0

Annual Dividend 12/2010 = 0

Forward Yield = N/A

Div 5yr Growth 12/2011 = N/A

R-squared Div Growth 12/2011 = N/A

R-squared Div Growth 09/2011 = N/A

Dividend sustainability

Payout Ratio 09/2011 = 0

Payout Ratio 06/2011 = 0

Payout Ratio 5 Yr Avg 12/2011 = N/A

Payout Ratio 5 Yr Avg 09/2011 = 0

Payout Ratio 5 Yr Avg 06/2011 = 0

Change in Payout Ratio = 0

Performance

% Ch Price 52 Wks Rel to S&P 500 = -36.01

Std Dev Target Price Est = 5.45

Avg EPS Surprise Last 4 Qtr = -7.06

EPS % Change F2/F1 = 8.92

Next 3-5 Yr Est EPS Gr rate = 47

Std Dev 3-5 Yr Est EPS Gr rate = N/A

EPS Gr Q(1)/Q(-3) = -116.67

5 Yr Hist EPS Gr 12/2011 = N/A

5 Yr Hist EPS Gr 09/2011 = -1.2

ROE 5 Yr Avg 12/2011 = N/A

ROE 5 Yr Avg 09/2011 = 9.5

ROE 5 Yr Avg 06/2011 = 9.34

Return on Investment 12/2011 = N/A

Return on Investment 09/2011 = 11.17

Return on Investment 06/2011 = 11.18

Debt/Tot Cap 5 Yr Avg 12/2011 = N/A

Debt/Tot Cap 5 Yr Avg 09/2011 = 0

Debt/Tot Cap 5 Yr Avg 06/2011 = 0

Current Ratio 12/2011 = N/A

Current Ratio 09/2011 = 5.57

Current Ratio 06/2011 = 4.63

Curr Ratio 5 Yr Avg = 4.85

Quick Ratio = 4.45

Cash Ratio = 3.64

Interest Coverage 12/2011 = N/A

Interest Coverage 09/2011 = 177.55

Interest Coverage 06/2011 = 248.35

Valuation

Book Value Qtr ($/sh) 12/2011 = N/A

Book Value Qtr ($/sh) 09/2011 = 11.58

Book Value Qtr ($/sh) 06/2011 = 11.25

Anl EPS before NRI 12/2007 = N/A

Anl EPS before NRI 12/2008 = 1.62

Anl EPS before NRI 12/2009 = 0.93

Anl EPS before NRI 12/2010 = 0.61

Anl EPS before NRI 12/2011 = 1.24

Price/ Book = 2.19

Price/ Cash Flow = 14.81

Price/ Sales = 4.31

EV/EBITDA 12 Mo = 8.2

P/E/G F1 = 0.34

Q1 Std Dev/ Consensus = 0.14

R-squared EPS Growth 12/2011 = N/A

R-squared EPS Growth 09/2011 = 0

P/E F1/ LT EPS Gr = 0.34

Std Dev Cons Current Qtr = 0.04

Median Est Next Qtr = 0.45

# Anlst in Cons Q3 = 7

Company: Mosaic Co. (MOS)

Levered Free Cash Flow = 464.38M

Basic Key ratios

Percentage Held by Insiders = 0.52

Market Cap ($mil) = 24453

Number of Institutional Sellers 12 Weeks = N/A

3 Month % Chg Short Interest = n/a

Growth

Net Income ($mil) 12/2011 = 2515

Net Income ($mil) 12/2010 = 827

Net Income ($mil) 12/2009 = 2350

12mo Net Incm this Q/ 12mo Net Incm 4Q's ago = 20.54

Q Net Incm this Q/ same qtr yr ago = -39.2

EBITDA ($mil) 12/2011 = 3777

EBITDA ($mil) 12/2010 = 1737

EBITDA ($mil) 12/2009 = 3366

Net Incm Rpt Qtr ($mil) = 624

Anl Net Incm this Yr/ Net Incm last Yr = 204.03

Cash Flow ($/sh) 12/2011 = 5.47

Cash Flow ($/sh) 12/2010 = 3.03

Cash Flow ($/sh) 12/2009 = 5.23

Div 5yr Growth 12/2011 = N/A

Sales ($mil) 12/2011 = 9938

Sales ($mil) 12/2010 = 6759

Sales ($mil) 12/2009 = 10298

Dividend history

Div Yield = 0.35

Div Yld 5 Yr Avg 12/2011 = N/A

Div Yld 5 Yr Avg 09/2011 = 0.26

Annual Dividend 12/2011 = 0.2

Annual Dividend 12/2010 = 0.2

Forward Yield = 0.35

Div 5yr Growth 12/2011 = N/A

R-squared Div Growth 12/2011 = N/A

R-squared Div Growth 09/2011 = 0

Dividend sustainability

Payout Ratio 09/2011 = 0.04

Payout Ratio 06/2011 = 0.04

Payout Ratio 5 Yr Avg 12/2011 = 0.05

Payout Ratio 5 Yr Avg 09/2011 = 0.05

Payout Ratio 5 Yr Avg 06/2011 = 0.05

Change in Payout Ratio = -0.01

Performance

% Ch Price 52 Wks Rel to S&P 500 = -35.15

Std Dev Target Price Est = 8.57

Avg EPS Surprise Last 4 Qtr = 4.23

EPS % Change F2/F1 = 9.95

Next 3-5 Yr Est EPS Gr rate = 20.5

Std Dev 3-5 Yr Est EPS Gr rate = 17.26

EPS Gr Q(1)/Q(-3) = -115.7

5 Yr Hist EPS Gr 12/2011 = N/A

5 Yr Hist EPS Gr 09/2011 = 25.21

ROE 5 Yr Avg 12/2011 = 21.11

ROE 5 Yr Avg 09/2011 = 20.32

ROE 5 Yr Avg 06/2011 = 19.44

Return on Investment 12/2011 = N/A

Return on Investment 09/2011 = 18.92

Return on Investment 06/2011 = 18.02

Debt/Tot Cap 5 Yr Avg 12/2011 = 14.08

Debt/Tot Cap 5 Yr Avg 09/2011 = 15.39

Debt/Tot Cap 5 Yr Avg 06/2011 = 16.88

Current Ratio 12/2011 = N/A

Current Ratio 09/2011 = 3.03

Current Ratio 06/2011 = 3.79

Curr Ratio 5 Yr Avg = 2.96

Quick Ratio = 2.81

Cash Ratio = 2.33

Interest Coverage 12/2011 = N/A

Interest Coverage 09/2011 = N/A

Interest Coverage 06/2011 = N/A

Valuation

Book Value Qtr ($/sh) 12/2011 = N/A

Book Value Qtr ($/sh) 09/2011 = 25.35

Book Value Qtr ($/sh) 06/2011 = 27.41

Anl EPS before NRI 12/2007 = 0.95

Anl EPS before NRI 12/2008 = 4.55

Anl EPS before NRI 12/2009 = 4.27

Anl EPS before NRI 12/2010 = 1.9

Anl EPS before NRI 12/2011 = 4.34

Price/ Book = 2.27

Price/ Cash Flow = 10.5

Price/ Sales = 2.19

EV/EBITDA 12 Mo = 5.78

P/E/G F1 = 0.58

Q1 Std Dev/ Consensus = 0.11

R-squared EPS Growth 12/2011 = N/A

R-squared EPS Growth 09/2011 = 0.19

P/E F1/ LT EPS Gr = 0.58

Std Dev Cons Current Qtr = 0.16

Median Est Next Qtr = 1.31

# Anlst in Cons Q3 = 6

Company: Yara Intl-Adr (OTCPK:YARIY)

Levered Free Cash Flow = 257.74M

Basic Key ratios

Percentage Held by Insiders = N/A

Market Cap ($mil) = 13701

Number of Institutional Sellers 12 Weeks = N/A

3 Month % Chg Short Interest = n/a

Growth

Net Income ($mil) 12/2011 = 2164

Net Income ($mil) 12/2010 = 1460

Net Income ($mil) 12/2009 = 610

12mo Net Incm this Q/ 12mo Net Incm 4Q's ago = 51.17

Q Net Incm this Q/ same qtr yr ago = 119.96

EBITDA ($mil) 12/2011 = N/A

EBITDA ($mil) 12/2010 = 2418

EBITDA ($mil) 12/2009 = 1096

Net Incm Rpt Qtr ($mil) = 582

Anl Net Incm this Yr/ Net Incm last Yr = 48.26

Cash Flow ($/sh) 12/2011 = 8.88

Cash Flow ($/sh) 12/2010 = 6.4

Cash Flow ($/sh) 12/2009 = 3.58

Div 5yr Growth 12/2011 = N/A

Sales ($mil) 12/2011 = 13371

Sales ($mil) 12/2010 = 10625

Sales ($mil) 12/2009 = 10473

Dividend history

Div Yield = 1.75

Div Yld 5 Yr Avg 12/2011 = N/A

Div Yld 5 Yr Avg 09/2011 = 1.57

Annual Dividend 12/2011 = 0.83

Annual Dividend 12/2010 = 0.56

Forward Yield = 1.75

Div 5yr Growth 12/2011 = N/A

R-squared Div Growth 12/2011 = N/A

R-squared Div Growth 09/2011 = 0.47

Dividend sustainability

Payout Ratio 09/2011 = 0.12

Payout Ratio 06/2011 = 0.15

Payout Ratio 5 Yr Avg 12/2011 = N/A

Payout Ratio 5 Yr Avg 09/2011 = 0.4

Payout Ratio 5 Yr Avg 06/2011 = 0.43

Change in Payout Ratio = -0.28

Performance

% Ch Price 52 Wks Rel to S&P 500 = -9.61

Std Dev Target Price Est = N/A

Avg EPS Surprise Last 4 Qtr = 10.74

EPS % Change F2/F1 = 1.77

Next 3-5 Yr Est EPS Gr rate = N/A

Std Dev 3-5 Yr Est EPS Gr rate = N/A

EPS Gr Q(1)/Q(-3) = 1-121.74

5 Yr Hist EPS Gr 12/2011 = N/A

5 Yr Hist EPS Gr 09/2011 = 44.86

ROE 5 Yr Avg 12/2011 = N/A

ROE 5 Yr Avg 09/2011 = 26.09

ROE 5 Yr Avg 06/2011 = 26.2

Return on Investment 12/2011 = N/A

Return on Investment 09/2011 = 21.51

Return on Investment 06/2011 = 19.15

Debt/Tot Cap 5 Yr Avg 12/2011 = N/A

Debt/Tot Cap 5 Yr Avg 09/2011 = 27.26

Debt/Tot Cap 5 Yr Avg 06/2011 = 27.61

Current Ratio 12/2011 = N/A

Current Ratio 09/2011 = 2.48

Current Ratio 06/2011 = 2.28

Curr Ratio 5 Yr Avg = 1.96

Quick Ratio = 1.44

Cash Ratio = 0.72

Interest Coverage 12/2011 = N/A

Interest Coverage 09/2011 = 18.93

Interest Coverage 06/2011 = 21.69

Valuation

Book Value Qtr ($/sh) 12/2011 = N/A

Book Value Qtr ($/sh) 09/2011 = 27.86

Book Value Qtr ($/sh) 06/2011 = 26.19

Anl EPS before NRI 12/2007 = N/A

Anl EPS before NRI 12/2008 = 5.09

Anl EPS before NRI 12/2009 = 2.25

Anl EPS before NRI 12/2010 = 5.02

Anl EPS before NRI 12/2011 = 7.22

Price/ Book = 1.71

Price/ Cash Flow = 5.36

Price/ Sales = 0.98

EV/EBITDA 12 Mo = 5.99

P/E/G F1 = N/A

Q1 Std Dev/ Consensus = N/A

R-squared EPS Growth 12/2011 = N/A

R-squared EPS Growth 09/2011 = 0.15

P/E F1/ LT EPS Gr = N/A

Std Dev Cons Current Qtr = N/A

Median Est Next Qtr = 1.43

# Anlst in Cons Q3 = 1

Company: Agrium Inc (AGU)

Levered Free Cash Flow = 941.12M

Basic Key ratios

Percentage Held by Insiders = N/A

Market Cap ($mil) = 13452

Number of Institutional Sellers 12 Weeks = N/A

3 Month % Chg Short Interest = n/a

Growth

Net Income ($mil) 12/2011 = 1371

Net Income ($mil) 12/2010 = 714

Net Income ($mil) 12/2009 = 366

12mo Net Incm this Q/ 12mo Net Incm 4Q's ago = 92.02

Q Net Incm this Q/ same qtr yr ago = 19.62

EBITDA ($mil) 12/2011 = N/A

EBITDA ($mil) 12/2010 = 1437

EBITDA ($mil) 12/2009 = 822

Net Incm Rpt Qtr ($mil) = 189

Anl Net Incm this Yr/ Net Incm last Yr = 92.02

Cash Flow ($/sh) 12/2011 = 12.2

Cash Flow ($/sh) 12/2010 = 6.95

Cash Flow ($/sh) 12/2009 = 4.5

Div 5yr Growth 12/2011 = N/A

Sales ($mil) 12/2011 = 15470

Sales ($mil) 12/2010 = 10520

Sales ($mil) 12/2009 = 9129

Dividend history

Div Yield = 0.53

Div Yld 5 Yr Avg 12/2011 = N/A

Div Yld 5 Yr Avg 09/2011 = 0.21

Annual Dividend 12/2011 = 0.28

Annual Dividend 12/2010 = 0.11

Forward Yield = 0.53

Div 5yr Growth 12/2011 = N/A

R-squared Div Growth 12/2011 = N/A

R-squared Div Growth 09/2011 = 0.14

Dividend sustainability

Payout Ratio 09/2011 = 0.05

Payout Ratio 06/2011 = 0.01

Payout Ratio 5 Yr Avg 12/2011 = N/A

Payout Ratio 5 Yr Avg 09/2011 = 0.03

Payout Ratio 5 Yr Avg 06/2011 = 0.03

Change in Payout Ratio = 0.02

Performance

% Ch Price 52 Wks Rel to S&P 500 = -14.88

Std Dev Target Price Est = 10.87

Avg EPS Surprise Last 4 Qtr = 8.35

EPS % Change F2/F1 = -4.19

Next 3-5 Yr Est EPS Gr rate = 6.06

Std Dev 3-5 Yr Est EPS Gr rate = N/A

EPS Gr Q(1)/Q(-3) = 1-100.00

5 Yr Hist EPS Gr 12/2011 = N/A

5 Yr Hist EPS Gr 09/2011 = 21.19

ROE 5 Yr Avg 12/2011 = N/A

ROE 5 Yr Avg 09/2011 = 21.7

ROE 5 Yr Avg 06/2011 = 21.04

Return on Investment 12/2011 = N/A

Return on Investment 09/2011 = 19.07

Return on Investment 06/2011 = 17.32

Debt/Tot Cap 5 Yr Avg 12/2011 = N/A

Debt/Tot Cap 5 Yr Avg 09/2011 = 27.7

Debt/Tot Cap 5 Yr Avg 06/2011 = 28.23

Current Ratio 12/2011 = N/A

Current Ratio 09/2011 = 2.08

Current Ratio 06/2011 = 2.16

Curr Ratio 5 Yr Avg = 1.96

Quick Ratio = 1.22

Cash Ratio = 0.64

Interest Coverage 12/2011 = N/A

Interest Coverage 09/2011 = N/A

Interest Coverage 06/2011 = N/A

Valuation

Book Value Qtr ($/sh) 12/2011 = N/A

Book Value Qtr ($/sh) 09/2011 = 40.73

Book Value Qtr ($/sh) 06/2011 = 39.39

Anl EPS before NRI 12/2007 = 3.59

Anl EPS before NRI 12/2008 = 8.34

Anl EPS before NRI 12/2009 = 2.96

Anl EPS before NRI 12/2010 = 4.82

Anl EPS before NRI 12/2011 = 9.78

Price/ Book = 2.09

Price/ Cash Flow = 6.98

Price/ Sales = 0.87

EV/EBITDA 12 Mo = 9.88

P/E/G F1 = 1.54

Q1 Std Dev/ Consensus = 0.13

R-squared EPS Growth 12/2011 = N/A

R-squared EPS Growth 09/2011 = 0.3

P/E F1/ LT EPS Gr = 1.54

Std Dev Cons Current Qtr = 0.13

Median Est Next Qtr = 4.68

# Anlst in Cons Q3 = 10

Conclusion

As the markets are extremely overbought, investors should wait for a strong pullback before committing any fresh money to this market.

EPS, EPS surprise, broker recommendations, and price and consensus charts sourced from zacks.com. Earnings estimates and growth rate charts for CF sourced from dailyfinance.com. Earnings Vs estimates charts sourced from smartmoney.com. Free cash flow yield, income from cont operations, and revenue growth sourced from Ycharts.com.

Disclaimer: This list of stocks is meant to serve as a starting point. Please do not treat this as a buying list. It is imperative that you do your due diligence and then determine if any of the above plays meet with your risk tolerance levels. The Latin maxim caveat emptor applies -- let the buyer beware.

Source: CF Industries: A Basic Materials Play With Great Prospects