real-time news and commentary for investors
Monday, Jul 29
Dan Loeb cites dividend potential in CF Industries buy
- More on CF Industries (CF +10.1%) from Dan Loeb: "We believe its structural cash flow generation strength is misunderstood and that management should deliver a much larger dividend to its shareholders. Such a dividend would highlight the sustainability of its cash flow generation and lead to a substantial re-rating." (earlier)
- Josh Brown: "Dan Loeb is the last of the marquee name hedge fund managers with the aura intact. So CF Industries goes vertical on his buy."
- Potash peers: RNF +4.1%, AGU +2.5%, TNH +2%, MOS +1%, POT +1%.