Apr. 20 at 7:40 AM
$CF (CF Industries) — what a ride. A sharp spike driven by geopolitical tensions, followed by a cooldown. It’s not as cheap as it once was, so I’m not sure I’d be aggressively buying here if I didn’t already have a position, but the thesis still holds.
Well positioned to benefit from a nitrogen fertilizer shortage, strong cash generation, ongoing buybacks, and solid dividends keep the fundamentals intact. From here, it’s all about whether the supply-demand setup continues to justify the valuation.
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