Q: Hello,
Can I please get your opinion of CF Holdings (CF). Would you prefer Nutrien? Thanks
Dave
Can I please get your opinion of CF Holdings (CF). Would you prefer Nutrien? Thanks
Dave
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: HI Peter and Team,
Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.
Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.
Q: Hi Peter and team,
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.
Q: Nutrien's stock fortunes have been rapidly diverging from that of the big American fertilizer companies over the last month. To what do you attribute this?
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CF Industries Holdings Inc. (CF $91.72)
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Mosaic Company (The) (MOS $35.90)
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Franco-Nevada Corporation (FNV $218.54)
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Kinross Gold Corporation (K $22.35)
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Nutrien Ltd. (NTR $81.71)
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Nutrien Ltd. (NTR $60.03)
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Earth Alive Clean Technologies Inc (EAC $0.07)
Q: In my previous question about Earth Alive Clean Technology you mentioned the % of insider and institutional holding, wouldn’t you view that as a positive , especially for such a small company? The market for the sectors they’re in is very large, with the above companies I’ve referenced, if Earth Alive Clean can grab an increase in market share with their new products it could transformational for them , no?
Q: Since it is my largest losing position eligible for a tax loss sale, contemplating a tax loss sale of NTR but wondering what I could use as a proxy. Suggestions?
Q: If you were thinking that there may be a merger between these two companies, had CDN & US cash to deploy in both, and were not over-weight in the sector, would you purchase both companies? If you were to only choose one to benefit the most, which would you enter into at today's prices?
Thanks!
Thanks!