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CF Industries Holdings, Inc. (CF)

NYSE - NYSE Delayed Price. Currency in USD
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31.45+0.12 (+0.38%)
At close: 4:02PM EDT

31.45 0.00 (0.00%)
After hours: 5:51PM EDT

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  • W
    WAYNE
    CF should have a nice tailwind from last q's beneficial input costs. This company is well off its yearly high and has plenty of cash flow and should continue buying stock and funding its nice div on its way back to the mid 30's
  • S
    Sandy
    I bought more again today because of FOMO. If CF keeps ripping higher, I might miss opportunity to average down altogether. I have large positions in 5 major agri-business stocks. We will see how this plays out. If share prices don't recover in short-term, I will keep buying. If share prices recover, I will start a new holding somewhere else. Thats my story and I'm sticking to it!
  • R
    Rich
    Favorable comments and improving outlook for CF today. Have been accumulating for the past 6 months, which hasn't been easy riding CF down. CF is well position with production capacity, distribution network, operating cost, div yield, stock buybacks and FCF to return to pre-covid levels and beyond.
  • r
    richard
    Barons good read

    Farming Appears to be the Place to Look for Growth in the Second Half
  • A
    Andrew
    Bank of America analyst Steve Byrne double-upgraded three crop-input stocks, Nutrien (NTR), CF Industries (CF) and Corteva (CTVA), to the equivalent of Buy all the way from Sell.

    Back to precovid prices in no time. Can’t wait to hear earnings.
    Bullish
  • S
    Sandy
    Sold naked $27 puts for $1.11. I already own CF (700 shares), but my goal is to acquire more at these cheap prices if assigned. If not assigned, I will still add more shares. The world got to eat, and commodities are bound to go higher with infinite money printing. Thats my bullish thesis, and I'm sticking to it.
  • g
    gary
    If CF can break above $31 this week and stay there / slowly climb higher it will be great from a chart pattern perspective.
    Neutral
  • g
    gary
    Dividend cut coming
    Bearish
  • g
    gary
    Grossly overvalued. Ag is dead. Huge surpluses of grains like the oil glut. Grain prices will continue to tank below the cost to produce. Farmers will have no money or reason to fertilize. Thousand of farmers will shutdown and bankruptcies will take millions of acres out of production. It will make the Great Depression look like a cake walk.
  • L
    Looking Good
    CF Holdings seems like a hidden gem that many have missed while the stock has been down due to the pandemic. People still need to eat and nitrogen fertilizer is a necessary input for crop farmers. This business is kind of boring so it's not like Amazon or Netflix so maybe that's while they're overlooked. They are low cost producers and generate excellent cash flow. Management runs the business well. They pay a nice dividend yield of 4.4%. The stock could easily run back up to $45-50. If you go to the company's website there are some excellent presentations outlining what they do and some financial valuation.
  • e
    egghead
    During the conf call , mgt said they were buying back stock and also returned to shareholders the respective amts of the dividend payment....as if this was something wonderful. Meanwhile all the stock does is go down. Is mgt aware that investors purchase stock primarily for the appreciation in stk price. My read is mgt buys the stock back so they dont have to pay the divid yield. Isnt that wonderful for an investor. Note to MGT: if you wish to reward shareholders, increase the dividend or invest in growth.
  • A
    Armageddon
    Did I read it correctly, they missed earning a little and the stock was down pre market and now it's pushing higher.......
  • R
    Rich
    It seems like this stock wants to move higher that it's 52 week high. Might have to wait until the next earnings release.
  • R
    Rich
    I'm no analyst...Seems like the CEO is saying buy this puppy! I might have to go above my 10% allocation for CF in my portfolio. Am I missing something here? Statements from CEO W. Anthony Will.

    "In the past 12 months, a highly volatile period that included very low prices, our employees remained focused on operational excellence, and as a result, we're able to generate nearly $900 million in free cash flow over that time."

    " We retired $1.1 billion in high interest debt, paid $280 million in dividends to our stockholders, invested in additional North American production by repurchasing the publicly traded common units of Terra Nitrogen Company for $388 million, repurchased $90 million worth of our shares, and still ended this quarter with more than $1 billion of cash on the balance sheet."

    "But I think in the near-term back to Dennis' comments earlier, we view our shares as being a tremendous value right now..."

    "And our other alternatives are buying our shares back, we believe it's very attractive value..."

    "Longer term, we believe global market fundamentals will continue to enable CF Industries to generate significant cash through the foreseeable future."

    " Along with our consistent operational performance, this should further strengthen our cash generation, and allow us to create significant shareholder value."
  • K
    KF
    anyone know why CF is dropping?
  • g
    gary
    Anyone know why the gap up the last two days? 12/13 of June.......no news that I can see, must be a large hedge fund/etf/or Mutual fund building a position.
  • R
    Rich
    Yesterday, during the 4th qtr conference call, management referenced buying back stock in the low 40's. Well, I hope today they're backing up the truck and loading up with the stock being $41.35 at the time of this writing!
  • e
    egghead
    Like I said , they will need over a billion in buy backs to prop this stock up. Too many sellers.
  • R
    Rich
    Time to fess up when one is wrong. I indicated that some analyst at Bernstein didn't know what he was talking about. Perhaps, I should have listen to him! My bad. However, I'm still adding.
  • R
    Rich
    I tired of getting more opportunities to buy CF at a good price. Time for price appreciation. Let's increase the dividend and stop the buybacks.
    Bullish