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Non-Tech : Kirk's Market Thoughts

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Kirk ©

To: Kirk © who wrote (11710)	8/13/2021 1:18:39 PM
From: Elroy	1 Recommendation Read Replies (1) of 26818

Are you looking for individual stock ideas here? Most of us on SI are tech focused, but I stumbled on this one a few years ago (2015 or 6 actually), and it was a turkey for a long time, but today it is (I think) a fantastic investment idea. UAN - it's an MLP that owns two fertilizer manufacturing plants in the US. The price of corn has increased a lot this year, and the price of fertilizer has also increased a lot (about double last year's price). Meanwhile input costs to make fertilizer have not gone up, so UAN is going to produce a lot of free cash flow. I wouldn't be surprised if it distributes $15 - $25 per unit over the next four quarters. It's $61 today. And it's sort of fun to invest in fertilizer rather than semiconductors for a change....

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