Transaction log

  • Feb 18, 2020 - Bought 70 @ $38.14 (2.67% wtg, coffee can)

  • Mar 14, 2022 - Sold 20 @ $94.51 (50 shares, 2.90%)

CF Industries

Location: Deerfield, Illinois

 

Profile

Industry: Agricultural inputs (fertilizer)

Sector: Basic materials

Theme: Commodity renaissance

5-Year shareholder growth: +25.2%/year

Estimated fair value: $132

Valuation assumption: 8.0% MFCF yield