Key events, in time order
EPS of $4.73 missed estimates as lower volumes and Yazoo City outage offset strong nitrogen pricing and 17.6% sales growth
None yet
None yet
CF Industries is trading higher due to operational momentum and positive industry fundamentals. The discussion includes its inclusion in a watchlist and broader concerns about fertilizer and food security.
Main discussion
📊 Top Trades for Tomorrow (not financial advice) $ERO $CF $SIL $IQV $MANH $FCX $ROST $PAYC 📌 See pinned tweet for how I use my WL https://t.co/3HVquPHWqK
CF Industries higher today driven by solid recent operational momentum and constructive industry fundamentals @petenajarian @jonnajarian explain because #ITSNOTANOPTION 📙 $CF https://t.co/leNEwHawTa
然后，更进一步…就非常令人不安的 粮食安全问题 化肥 $CF $ntr 尿素 $argo 令人非常不安… 美国的总统，世界的麻烦。
STARTS NOW@ Rebel's Edge 🏴☠️ 1pm Line up: $BABA $WMT $CF $COIN 🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Are injuries hitting more than the past? Laundry list of injuries this season already BUCS: Tampa stepped up, should they have? Game Changer for this season #ITSNOTANOPTION 📙
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
CF Industries makes nitrogen-based fertilizers and chemicals, like ammonia and urea, that farmers and industries rely on globally.
CF earns from selling nitrogen products, with gross margins around 42% and net margins near 27% in recent quarters, showing solid profitability.
CF's scale and low-cost production from natural gas give it an edge, but competitors like Nutrien and Yara can match offerings, so the moat is eroding.
Strong Buy (sector percentile 95) — value A+, growth B-, profitability A-, momentum B+, revisions B+. Updated daily, sector-relative, identical for every user.
