Seeking Alpha
  • Michael Bryant
    Mosaic (MOS), Terra Nitrogen (TNH), CF Industries, CVR Partners (UAN), and Rentech Nitrogen (RNF) are buys. http://yhoo.it/HuxVrn
    3/29/12
    Reply (6)
    • Brandon Gibbs: i love TNH also, but doesn't it seem overextended to you?
      3/30/12
    • Brandon Gibbs: great div.. CLMT same story chart and div wise
      3/30/12
    • Michael Bryant: Nope, I been watching TNH for almost a decade. And its parent company is CF Industries, which has 70% of the global nitrogen market.
      3/30/12
    • Michael Bryant: Reinvest the dividend. If TNH goes lower, the dividend will allow you to buy more at no cost to you (except taxes).
      3/30/12
    • Michael Bryant: Here's a chart comparing TNH to CLMT. http://yhoo.it/HxBgEn CMLT had an impressive run, but TNH is up 112% in the last year.
      3/30/12
    • Michael Bryant: Oops, misspelled CLMT.
      3/30/12