CF Industries Is Key Ammonia Company

Laura Starks
4.61K Followers
(11min)

Summary

  • CF Industries is a $13.4 billion market cap ammonia and nitrogen company offering a 2.7% dividend and a hefty stock repurchase program.
  • With its large size and lower feedstock and energy costs due to lower natural gas prices, the company’s competitive advantages are expected to continue.
  • CF Industries is pursuing innovative markets, such as the use of ammonia with coal to produce electricity.

Tractor spraying fertilizer

simonkr

If the stock market is headed for a further 3Q downdraft, as some expect, investors may want to consider their individual timing relative to my buy recommendation for CF Industries Holdings (NYSE:CF) to apply after

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This article was written by

4.61K Followers
Laura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many years to invest personally and to share her ideas about energy companies. Her coverage includes utilities, independent power producers, energy service companies and contractors, a few petrochemical companies, and all sectors of oil and natural gas: upstream, midstream, and downstream

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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