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HEADLINES:

CF Industries Prices Senior Notes Offering

Business Wire (Mon, 4:51PM)
CF Industries Launches Senior Notes Offering

Business Wire (Mon, 8:20AM)
Tracking George Soros's Portfolio - Q1 2013 Update
John Vincent • Fri, May 17 • 5 Comments
Spring Planting Will Accelerate Next Week
Chris Orr • Wed, May 15 • 4 Comments
CF Industries Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 9
CF Industries Holdings, Inc. Reports Record First Quarter Earnings

Business Wire (May 8, 2013)
Ranking The S&P 500 Stocks By Dividend And Earnings Yields
Arie Goren • Sun, May 5 • 15 Comments
CF Industries Holdings, Inc. to Participate in Upcoming Investor Conference

Business Wire (May 1, 2013)
CF Industries Holdings, Inc. Declares Quarterly Dividend

Business Wire (Apr 30, 2013)
CF Industries Holdings, Inc. Completes Acquisition of All Interests In Canadian Fertilizers Limited

Business Wire (Apr 30, 2013)
CF Industries Holdings, Inc. Announces Dates for First Quarter 2013 Results and Conference Call

Business Wire (Apr 25, 2013)
3 Basic Material MLPs With Greater Than 5% Distribution Yield And High Insider Ownership
Black Coral Research • Tue, Apr 23 • 19 Comments
CF Industries Announces Expansion of its Revolving Credit Facility and Filing of Shelf Registration Statement

Business Wire (Apr 22, 2013)
The Low Down On Nitrogen Producers
Chris Damas • Wed, Apr 17 • 17 Comments
Low Potash Prices Not A Concern For Potash Corp.
Delian Naydenov • Mon, Apr 15 • 9 Comments
VIX - Options Volatility And Market Sonar: Friday Recap
Erick McKitterick • Fri, Apr 12 • 11 Comments
Better Alternatives For Agrium While JANA Dispute Lasts
Nick Chiu • Fri, Apr 12 • 4 Comments
Shale Boom Sparks Regional Fertilizer Revival
Fundamental Analyst • Wed, Mar 27 • 4 Comments
Made In America: Re-Industrialization For Sustainable Economic Growth
Investment Biker • Tue, Mar 26 • 4 Comments
Corn And Soybean Prices Have Opposite Effect On Fertilizer, Food Company Stocks
The Mays Report • Mon, Mar 18 • 5 Comments

CF Industries: Undervalued Market Leader
Christopher Bayliss • Wed, Feb 20 • 39 Comments

CF Industries: Undervalued Market Leader
Christopher Bayliss • Wed, Feb 20 • 39 Comments
CF Industries: Inside The Numbers
Jeff Williams • Fri, Jan 18 • 6 Comments
Getting Ready For Spring By Investing In CF Industries
John R. Conway • Tue, Jan 15 • 8 Comments
Look For A Rebound In CF Industries In 2013
Greg Group • Mon, Dec 31, 2012 • 2 Comments
CF Industries - A 100% Upside Potential From Here
Shmulik Karpf • Thu, Dec 27, 2012 • 3 Comments
Agrium And CF Industries: Our Top 2 Shale Boom Plays
Stock Whisper • Thu, Dec 27, 2012 • 3 Comments
CF Industries Is An Attractively Priced Fertilizer Company With Strong Margins
Geoffrey Rocca • Wed, Nov 28, 2012 • 1 Comment
Buy CF Industries To Play Growing Nitrogen, Agri Markets
Qineqt • Fri, Nov 9, 2012 • 8 Comments
Possible Q3 2012 Earnings Surprise For CF Industries?
Bengal • Fri, Oct 26, 2012 • 3 Comments
The Bullish Case For CF Industries
Efsinvestment • Wed, Oct 17, 2012 • 4 Comments
Buy The Multi-Year Trend In CF Industries Holdings
QuandaryFX • Wed, Sep 5, 2012 • 4 Comments
CF Industries: Standout High Growth Agricultural Stock
David Zanoni • Sun, Aug 19, 2012 • 11 Comments
CF Industries' Earnings Release Confirms Bullish Thesis On Fertilizer Stocks
Qineqt • Tue, Aug 7, 2012 • 3 Comments
CF Industries: Q2 Earnings Estimate
Chris Damas • Mon, Aug 6, 2012 • 5 Comments
CF Industries Gets Rest Of Medicine Hat Plant
Chris Damas • Fri, Aug 3, 2012 • 6 Comments
Earnings Preview: CF Industries Holdings
Vytautas Drumelis • Thu, Aug 2, 2012 • 1 Comment
A Profitable Play For Troubled Times
Elliott Gue • Thu, Aug 2, 2012 • 4 Comments
Use Caution Buying CF Industries Call Options At This Level
Kevin M. O'Brien • Thu, Jul 5, 2012 • 235 Comments
CF Industries' Strong Q1 Sales: Have Nitrogen Prices Peaked, Or Is There Room To Run?
The Mays Report • Mon, May 7, 2012 • 5 Comments
CF Industries: Fertilizer Sales Machine Keeps Rolling On
Chris Damas • Thu, May 3, 2012 • 25 Comments

Tracking George Soros's Portfolio - Q1 2013 Update
John Vincent • Fri, May 17 • 5 Comments
Spring Planting Will Accelerate Next Week
Chris Orr • Wed, May 15 • 4 Comments
Ranking The S&P 500 Stocks By Dividend And Earnings Yields
Arie Goren • Sun, May 5 • 15 Comments
3 Basic Material MLPs With Greater Than 5% Distribution Yield And High Insider Ownership
Black Coral Research • Tue, Apr 23 • 19 Comments
The Low Down On Nitrogen Producers
Chris Damas • Wed, Apr 17 • 17 Comments
Low Potash Prices Not A Concern For Potash Corp.
Delian Naydenov • Mon, Apr 15 • 9 Comments
VIX - Options Volatility And Market Sonar: Friday Recap
Erick McKitterick • Fri, Apr 12 • 11 Comments
Better Alternatives For Agrium While JANA Dispute Lasts
Nick Chiu • Fri, Apr 12 • 4 Comments
Shale Boom Sparks Regional Fertilizer Revival
Fundamental Analyst • Wed, Mar 27 • 4 Comments
Made In America: Re-Industrialization For Sustainable Economic Growth
Investment Biker • Tue, Mar 26 • 4 Comments
Corn And Soybean Prices Have Opposite Effect On Fertilizer, Food Company Stocks
The Mays Report • Mon, Mar 18 • 5 Comments
Billionaire George Soros's Low P/E Stock Picks
Insider Monkey • Thu, Mar 14 • 3 Comments
Arianne: A Review Of Company Resources
Mobile Guru • Mon, Mar 11 • 1 Comment
4 Stocks Passing A Contemporary Graham Investment Checklist
Jae Jun • Mon, Mar 11 • 19 Comments
Agriculture Plays: ETFs Vs. Stocks
Stocks & Shares • Tue, Mar 5 • 3 Comments
Stock Buybacks: The Good, The Bad And The Ugly
Ben Kramer-Miller • Mon, Feb 25 • 31 Comments
Liquidity Analysis Of Agricultural Chemical Companies
Peakview Research • Sun, Feb 24 • 5 Comments
My 2013 Outlook And 5 Stocks To Buy
Jayson Derrick • Sun, Feb 17 • 21 Comments
Tracking George Soros's Portfolio - Q4 2012 Update
John Vincent • Sun, Feb 17 • 11 Comments
Best And Worst ETFs And Mutual Funds: Materials Sector
David Trainer • Tue, Feb 12

CF Industries Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 9
CF Industries Holdings' CEO Presents at 2nd Annual BofA Merrill Lynch Global Agriculture Conference (Transcript)
Wed, Feb 27
CF Industries Holdings' Management Presents at Goldman Sachs 17th Annual Agribusiness Conference (Transcript)
Tue, Feb 26 • 1 Comment
CF Industries Holdings Management Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Feb 20
CF Industries Holdings Management Discusses Q3 2012 Results - Earnings Call Transcript
Tue, Nov 6, 2012
CF Industries Holdings' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Wed, Aug 8, 2012
CF Industries Holdings' CEO Discusses Q1 2012 Results - Earnings Call Transcript
Fri, May 4, 2012
CF Industries Holdings' CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, Feb 16, 2012
CF Industries Holdings' CEO Discusses Q3 2011 Results - Earnings Call Transcript
Wed, Nov 2, 2011
CF Industries Holdings' CEO Discusses Q2 2011 Results - Earnings Call Transcript
Fri, Aug 5, 2011
CF Industries Holdings' CEO Discusses Q1 2011 Results - Earnings Call Transcript
Fri, May 6, 2011
CF Industries Holdings' CEO Discusses Q4 2010 Results - Earnings Call Transcript
Fri, Feb 18, 2011
CF Industries Holdings CEO Discusses Q3 2010 Results - Earnings Call Transcript
Fri, Nov 5, 2010
CF Industries Holdings Q2 2010 Earnings Call Transcript
Fri, Aug 6, 2010
CF Industries Holdings Q1 2010 Earnings Call Transcript
Fri, May 7, 2010
CF Industries Holdings, Inc. Q4 2009 Earnings Call Transcript
Tue, Feb 16, 2010
CF Industries Holdings, Inc. Q3 2009 Earnings Call Transcript
Tue, Oct 27, 2009
CF Industries Holdings Inc. Q2 2009 Earnings Call Transcript
Tue, Jul 28, 2009
CF Industries Holdings Inc. Q1 2009 Earnings Call Transcript
Fri, Apr 24, 2009
CF Industries Holdings, Q4 2008 Earnings Call Transcript
Wed, Feb 11, 2009

CF Industries Prices Senior Notes Offering

Business Wire (Mon, 4:51PM)
CF Industries Launches Senior Notes Offering

Business Wire (Mon, 8:20AM)
CF Industries Holdings, Inc. Reports Record First Quarter Earnings

Business Wire (May 8, 2013)
CF Industries Holdings, Inc. to Participate in Upcoming Investor Conference

Business Wire (May 1, 2013)
CF Industries Holdings, Inc. Declares Quarterly Dividend

Business Wire (Apr 30, 2013)
CF Industries Holdings, Inc. Completes Acquisition of All Interests In Canadian Fertilizers Limited

Business Wire (Apr 30, 2013)
CF Industries Holdings, Inc. Announces Dates for First Quarter 2013 Results and Conference Call

Business Wire (Apr 25, 2013)
CF Industries Announces Expansion of its Revolving Credit Facility and Filing of Shelf Registration Statement

Business Wire (Apr 22, 2013)
CF Industries Holdings, Inc. to Participate in Upcoming Investor Conferences

Business Wire (Feb 21, 2013)
Jim Cramer: Is the Air Going Out of the Market?

at CNBC.com (Feb 20, 2013)
Movers & Shakers: Wednesday’s movers: Herbalife slumps after call

at MarketWatch.com (Feb 20, 2013)
After-Hours Buzz: DELL, HLF, MM & More

at CNBC.com (Feb 19, 2013)
CF Industries Holdings, Inc. Reports Record Fourth Quarter Earnings

Business Wire (Feb 19, 2013)
The Technical Indicator: Nasdaq being tested in bull-bear battleground

at MarketWatch.com (Feb 12, 2013)
CF Industries Holdings, Inc. Declares Quarterly Dividend

Business Wire (Feb 7, 2013)
CF Industries Holdings, Inc. Announces Dates for Fourth Quarter and Full Year 2012 Results and Conference Call

Business Wire (Feb 4, 2013)
Movers & Shakers: Wednesday’s big movers; Fed drags on blue-chip ETF

at MarketWatch.com (Dec 12, 2012)
CF Industries Has Room to Grow

at Fox Business (Nov 19, 2012)
'Fiscal Cliff' Talks Start to Get Serious

at CNBC.com (Nov 14, 2012)
Stocks to Watch: CVS, MMC, AOL & More

at CNBC.com (Nov 6, 2012)

CF vs. ETF Alternatives

Company Description

We are one of the largest manufacturers and distributors of nitrogen and phosphate fertilizer products in North America. Our operations are organized into two business segments: the nitrogen segment and the phosphate segment. Our principal products in the nitrogen segment are ammonia, urea and... More

Sector: Basic Materials

Industry: Agricultural Chemicals

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Friday, May 10, 7:58 AM Stop trading around dips and just buy the stock, CLSA writes after CF Industries' (CF) Q1 results. "CF has long been the best operator in the global nitrogen market, and recent results reinforce the advantage. We don’t think waiting for better entry points makes as much sense now, particularly if CF opts to fund expansion capex with debt, which seems likely (and prudent)." 1 Comment [Quick Ideas]
Wednesday, May 8, 4:08 PM CF Industries (CF): Q1 EPS of $6.47. Revenue of $1.34B misses by $0.11B. (PR) Comment! [Earnings, Breaking News]
Wednesday, May 8, 12:10 AM Notable earnings after Wednesday’s close: AHT, ALJ, ATLS, ATVI, AVNR, CF, CLNE, CLR, CTL, CTRP, CUZ, CXW, DEPO, DK, ERII, ETE, ETP, GMCR, GRPN, GSS, HALO, HEK, HNSN, JOE, LPSN, MBLX, MDR, MED, MIDD, MM, MNST, MNTX, MWE, NWSA, OSUR, PPO, PVA, QTM, RAX, RGP, RIG, RST, SGMO, SPRD, SSRI, STEC, SXL, SZYM, TCAP, TSLA, WR, XTEX Comment! [Earnings]
Tuesday, May 7, 5:35 PM Notable earnings after Wednesday’s close: AHT, ALJ, ATLS, ATVI, AVNR, CF, CLNE, CLR, CTL, CTRP, CUZ, CXW, DEPO, DK, ERII, ETE, ETP, GMCR, GRPN, GSS, HALO, HEK, HNSN, JOE, LPSN, MBLX, MDR, MED, MIDD, MM, MNST, MNTX, MWE, NWSA, OSUR, PPO, PVA, QTM, RAX, RGP, RIG, RST, SGMO, SPRD, SSRI, STEC, SXL, SZYM, TCAP, TSLA, WR, XTEX Comment! [Earnings]
Wednesday, May 1, 5:56 AM CF Industries (CF) declares $0.40/share quarterly dividend, in line with previous. Forward yield 0.86%. For shareholders of record May 17. Payable May 30. Ex-div date May 15. (PR) Comment! [Dividends]
Tuesday, April 30, 7:14 PM CF Industries (CF) closes its acquisition of all outstanding interests it did not already own in Canadian Fertilizers Ltd. for ~C$910M. Separately, CF's board of directors has declared a $0.40 per share dividend on its common stock. The dividend will be payable on May 30, 2013, to stockholders of record as of May 17, 2013. Comment! [M&A, Commodities, Global & FX]
Thursday, April 18, 3:44 PM The fertilizer plant explosion in Texas could prove a long-term benefit to some companies in the sector, since it could slow the building up of new nitrogen fertilizer capacity in the U.S. and provide a competitive boost to entrenched producers such as CF Industries (CF +3%), Potash (POT +0.8%) and Agrium (AGU +1.1%), Citigroup says. 11 Comments [Commodities, On the Move]
Tuesday, March 12, 9:48 AM The fertilizer trade is turning to potash/phosphate producers rather than nitrogen producers, BMO Capital believes, which is bullish for Potash (POT +0.9%) and Mosaic (MOS +0.8%) but less so for CF Industries (CF -0.8%) and Agrium (AGU -2.1%). The firm also likes MOS' share buyback potential, upgrading the stock to Outperform, while it lowers AGU to Market Perform. 5 Comments [Commodities, Quick Ideas]
Friday, February 22, 8:19 AM Dahlman Rose grows more cautious on the fertilizer sector, seeing substantial pressure on nutrients pricing in H1 with nitrogen having the greatest long-term margin risk given capacity additions. The firm cuts Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Sell from Buy, Potash (POT) to Sell from Hold, and Mosaic (MOS) to Hold from Buy. 18 Comments [Commodities, Quick Ideas]
Wednesday, February 20, 5:44 PM CF Industries (CF) CEO Stephen Wilson says the outlook for river transportation is much improved from the start of the year, when dwindling water levels caused concern about the ability to ship Midwest grains south and fertilizer north. Although 15-20 nitrogen fertilizer projects have been announced or considered in North America, Wilson says the market isn't in danger of becoming saturated. Comment! [Commodities]
Tuesday, February 19, 5:29 PM More on CF Industries' (CF) Q4 results: A 14% drop in revenue was mostly due to the impact of a retroactive modification to the selling price calculation methodology used for products sold by Canadian Fertilizers Ltd. Adjusted sales were $1.6B, down 4% Y/Y, mostly due to lower average selling prices for phosphate. Sales in nitrogen, its biggest segment by revenue, fell 16% as volume slipped 1.9%. Shares -0.3% AH. Comment! [Commodities, Earnings]
Tuesday, February 19, 4:29 PM CF Industries (CF): Q4 EPS of $7.40 beats by $0.51. Revenue of $1.5B (-14% Y/Y) misses by $0.09B. (PR) 1 Comment [Earnings, Breaking News]
Tuesday, February 19, 12:10 AM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP, SHO, SINA, TEX, ZIXI Comment! [Earnings]
Monday, February 18, 5:35 PM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP,SHO, SINA, TEX, ZIXI Comment! [Earnings]
Thursday, February 7, 6:44 PM CF Industries Holdings, Inc. (CF) declares $0.40/share quarterly dividend, in line with previous. Forward yield 0.71%. For shareholders of record Feb. 19. Payable Feb. 28. Ex-div date Feb. 15. (PR) Comment! [Dividends]
Monday, January 28, 6:27 PM Cheap natural gas and increasingly competitive labor costs are bringing factories and jobs back to the U.S., Barron's says in identifying eight stocks it believes should prosper - particularly chemical producers and steelmakers - in a gas-fueled manufacturing upswing: SWN, LYB, NUE, DOV, CPN, CF, WMB, UNP. 4 Comments [Energy, Quick Ideas]

Capitalist Bull
Potentially explosive earnings reports after hours: $TSLA $GMCR $MNST $RAX $CLR $CF $GRPN $ATVI $CTRP $STEC http://stks.co/hUwh
May 8, 1:53 PM
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combatcorpsmanVN
$CF now 172.94/sh -- not LONG yet but waiting for the carnage in the share price to subside. lol.
Apr 17, 3:27 PM
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combatcorpsmanVN
$CF has a history of large price swings. I thought $185 might be the consolidation point but I'm happy to buy lower.
Apr 12, 11:31 AM
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SKS1586
Bought$INTC,$CSCO,$EMC,$GLW,$DLB,$ADI,$MRVL+$EWY,$EXPD,$LPI,$RPM,$KBR,$WPRT,$CF
Mar 21, 3:01 PM
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combatcorpsmanVN: $CF $185/sh may have bottomed. Prospects appear more to the upside after sliding approx $50/sh ($233).
Apr 3, 5:02 PM
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SKS1586: combatcorpsmanVN: Thanks my friend. I was early on $CF Buy, per your TA. At least We agree NOW on upside momentum move.
Apr 3, 5:40 PM
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ltfinger
Today's Returning Downgrades (3/18/13): $ANF, $CE, $CF, $CFR, $CNH, $CNQR, $FOSL, $GPN, $HAL, $LH, $MDC, $OXY, $SLB, $TCO, $URI
Mar 19, 7:38 AM
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ltfinger
New Weekly Downgrades: $AWI, $BG, $BTU, $CF, $CLGX, $CLH, $DDD, $DDS, $DISH, $EBIX, $EXPD, $GNRC, $HUM, $RHT, $RYL, $VMC
Mar 4, 3:04 AM
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bdy
went long $CF using april bull put spreads
Feb 27, 1:55 PM
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Tony Kau
A HUGE day for Put Credit Spreads. TONS of opportunity! $APC $C $CF $IOC $MOS $OXY $HAL $MRK $CF $MS http://ow.ly/i/1Atdh http://ow.ly/i496b
Feb 26, 11:58 AM
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Tony Kau
$CF oversold. TE Score: 5 (decent buy opportunity) http://ow.ly/i/1At1P http://ow.ly/i47XP
Feb 26, 11:52 AM
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Tony Kau
Lots of viable Put credit spreads right now... $POT $CF $JWN $WLT $MDT $DDS http://stks.co/aLoe http://ow.ly/i/1A9HR
Feb 25, 3:32 PM
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SKS1586: Awesome stock list TONY. Good-Luck to create 100% winners (IMO possibility is near 100%)
Feb 25, 10:06 PM
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Tony Kau: Thanks! Yes, trying to get in always 85%+, usually 90%+ chance of profit, with decent premiums... Cheers!
Feb 26, 1:08 AM
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LATEST REPLIES

SKS1586
Bought$INTC,$CSCO,$EMC,$GLW,$DLB,$ADI,$MRVL+$EWY,$EXPD,$LPI,$RPM,$KBR,$WPRT,$CF
Mar 21, 3:01 PM
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combatcorpsmanVN: $CF $185/sh may have bottomed. Prospects appear more to the upside after sliding approx $50/sh ($233).
Apr 3, 5:02 PM
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SKS1586: combatcorpsmanVN: Thanks my friend. I was early on $CF Buy, per your TA. At least We agree NOW on upside momentum move.
Apr 3, 5:40 PM
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Philip Saglimbeni
Long $UA, $MA, $EBAY, $DISCA, $AAPL, $V, $CF, $DIS, $SBUX, $CMG into the New Year. I need an energy play next . . .
Jan 2, 8:14 AM
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Philip Saglimbeni: Hazmath, sry I only just saw your comment, HFC has some serious growth numbers, only thing is it appear to be slowing lately
Mar 14, 4:50 PM
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Philip Saglimbeni: I'm going to dig a bit deeper on this one, thanks for the recommendation, I love the past numbers tho, great performance as well
Mar 14, 4:52 PM
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Michael Bryant
Don't trade. 99% of traders lose money. Buy good stocks like $AAPL, $NCT, $RNF, $CF, $WMT, $HD, $LOW, & $MCD. http://yhoo.it/W5BDfa
12/26/12
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Ocean Man: I was joking, and I agree, there's no way that stat is true.
Feb 26, 3:45 PM
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Lowcarb: Don't breathe . 99% of all breathers die. Hold your breath.
Feb 27, 9:58 AM
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Tony Kau
Lots of viable Put credit spreads right now... $POT $CF $JWN $WLT $MDT $DDS http://stks.co/aLoe http://ow.ly/i/1A9HR
Feb 25, 3:32 PM
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SKS1586: Awesome stock list TONY. Good-Luck to create 100% winners (IMO possibility is near 100%)
Feb 25, 10:06 PM
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Tony Kau: Thanks! Yes, trying to get in always 85%+, usually 90%+ chance of profit, with decent premiums... Cheers!
Feb 26, 1:08 AM
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Philip Saglimbeni
US adds jobs, may we add some gains now, Mr. Market?$DIA, $SPY, $QQQ, $UA, $MA, $EBAY, $AAPL, $SBUX, $DISCA, $CF
12/7/12
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Maria Auziliadora: I will add $AIG to that list
12/7/12
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USisCorrupt: I use my monopoly money to buy real hard assets. And live off of my personal slaves sending me mortgage payments.
12/7/12
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ArKeh
MSFT is a stock for Buffet. Strong BS, strong CF, strong cash return, strong market position, strongly undervalued, and out of favour
10/21/12
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ArKeh: Thanks for the info on Buffet. I guess the delegation of investment decisions would not alter the validity of a statement for now?
10/22/12
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1980XLS-2.0: I said in interview, It would raise too many suspicions along with eybrows, were he to buy any MSFT, due to his friendship with Gates.
10/23/12
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The Mays Report
Soybeans Hit $17.94! Afternoon Report from Agriculture.com for September 4, 2012 http://wp.me/p16pXm-3To SOYB CORN CF RNF UAN POT AGU MOS
9/4/12
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realornot: bad for Vegans!
9/4/12
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Michael Bryant
CF Industries (CF) is a monopoly. Dollar Tree (DLTR) could be small Walmart (WMT). Apple (AAPL) is Apple. http://yhoo.it/OJneUY
8/29/12
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John R. Conway: DLTR great niche consumer play, but lacks the "one Stop" for everyone as Wal-mart does. DLTR does better in a weak economy
8/29/12
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The Mays Report
Afternoon Commodities Report from Allendale for August 28, 2012 http://wp.me/p16pXm-3Qu CORN WEAT MOS POT AGU CF
8/28/12
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DaLatin: gracias
8/28/12
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The Mays Report: UAN as well. Hopefully we can stay under the 140k limit.
8/28/12
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Michael Bryant
So, more farmland should be planted for crops to feed the growing human population. That will take more fertilizer. Buy TNH, CF, RNF, & UAN.
8/27/12
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TruffelPig: Biofuel etc. etc. = the big phosphate question!
8/27/12
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Michael Bryant: Also think about the rate of erosion of cropland. We may have no choice, but to use fertilizer or taking in lab-grown crops.
8/28/12
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1980XLS-2.0
Nobody puts fertilizer on Dead Corn (CF) Sell Mortimer, sell!
7/19/12
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458402: joy should not be part of that group
7/19/12
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1980XLS-2.0: Bought CF Jul $210 puts yesterday. Sold this am for 30% gain
7/19/12
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OneLongTrade
MACD cross about to occur on CF, the chart looks like it's on the precipice of a swoosh down. I've been short since it was near $200.
7/12/12
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OneLongTrade: Target to cover half or full at $185 depending on how quickly we get there, expecting sub $170 within a few months.
7/12/12
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OneLongTrade
CF has corrected a bit from the highs near $200. This despite hotter weather and spiking corn/wheat prices. Hmm...
7/10/12
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OneLongTrade: Maybe my short thesis held some value, that farmers simply will not pay for fancy high priced ferts when facing crop destruction and costs.
7/10/12
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OneLongTrade: Bought Aug $200 puts on 7/5, they are now up 34%. I will let the broader market dictate how long I hold this position for.
7/10/12
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Michael Bryant
If "food crops are priced well-below the cost of production," then that is good news for CF, POT, RNF, & TNH. http://yhoo.it/O7AKPq
7/5/12
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DaLatin: continue them when all the part time aid is gone.Teach old time techniques that work & don't cost.The they can keep producing.C podcast :>)
7/5/12
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Michael Bryant: LOL! And how much food aid does Africa get? What is the death rate? How many people starve & have malnutrition there?
7/5/12
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OneLongTrade
Nice reversal in CF this morning. I'm inclined to believe this is the top, but we will need some rain in the US corn belt for that.
7/5/12
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OneLongTrade: Also my call is primarily technical, I expect a double top here at 200 for the near term.
7/5/12
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DaLatin: Agree as some r postin all over.Farms having trouble turning profits.Cutiing back on all expenses & using other techs 2 fertilize.Just. RJA
7/5/12
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CF CF Industries Holdings, Inc.

CF

CF Industries Holdings, Inc.