Category Archives: [CF] CF Industries

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Quick Blurbs [CF Industries, Signet Jewelers, Amerco]

(2,536 words) [SIG – Signet Jewelers] I have zero interest in this stock, but sometimes it’s fun to reminisce on missed calls.  About a year ago, a friend who manages a long/short fund was considering shorting SIG and asked for my opinion.  I said I thought it was a bad idea.  At the time, the […]

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[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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