Category Archives: [CF] CF Industries


[CF – CF Industries] Global N Fertilizer Supply But Pricing Recovery Priced In

I was pitched this stock recently and thought it sounded interesting enough to write about (I like industries where supply and demand curves are shifting in big ways), although I think upside from a recovery in nitrogen fertilizer prices is largely baked into the current valuation. Substantial new capacity from China, lower freight costs (to […]

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