I am liking that addition to CF Industries (CF) this morning more by the minute - from a low of $79 we are now near $90, or a 13% intraday move off that low. Woosh! Still think this one should be trading nearer to $120...
Long CF Industries in fund; no personal position
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1 comments:
Agreed about $120. The blowout earnings should have sent it above 105 after the release. The downgrades were an excellent buying opportunity, and it is still a screaming buy I think. CF is more undervalued than the fertilizer segment and has a lot of upside.
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