(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 […]
Category Archives: [CF] CF Industries
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 […]