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."