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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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[MRC – MRC Global, CF – CF Industries] Closer to Entry

Posted By scuttleblurb On In [MRC] MRC Global | Comments Disabled
[MRC – MRC Global] Among a fragmented base of competitors, MRC is the largest distributor of pipes (15% of revenue), valves (38%), fittings and flanges (45%) (PVF) to the oil and gas sector, with over 3/4 of its revenue coming from North America.  The company pools orders across its 17k customers (the largest customer is [...]
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[CF – CF Industries] Global N Fertilizer Supply But Pricing Recovery Priced In

Posted By scuttleblurb On In [CF] CF Industries | Comments Disabled
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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