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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (69879)	3/3/2022 12:24:19 PM
From: E_K_S	Read Replies (2) of 78822

Re: UAN What's your exit strategy for this stock. I am close to a 10 bagger but will have a huge tax bill on any sale (cost basis is probably zero w/ all the accumulated depreciation). We know fertilizer is cyclical but w/ the Ukraine event, fertilizer is even in more in demand now (perhaps for several seasons too). Most farmers have already made their annual commitments late last year. I will probably harvest some gains in October/November maybe selling 20%. As a long time value investor, would like to hear your Exit strategy in general on a huge gainer. I have similar gains in UNFI and can make a Value argument it may/could be worth $60/share. I still hold 50% of my shares w/ a cost basis of $6.50/share. Not sure I can make a similar argument for UAN as it is impacted by a cyclical and global event not a company specific restructure.

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