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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (52920)	12/31/2013 9:21:50 PM
From: E_K_S	1 Recommendation Recommended By tsigprofit Read Replies (1) \| Respond to of 78652

CVR Partners, LP (NYSE: UAN) - increased position by 50% w/ a buy today @ $15.84/share Yara International ASA (OTC Markets: YARIY) - Peeled off 20% of high priced shares I continue to add to my UAN shares as I build my position. This Nitrogen fertilizer company has the benefit of using "pet-coke" as it's feed stock rather than NG. Long term, this is going to allow the company to be a low cost producer IMO. China's demand for soybean meal and corn to feed their growing desire for meat continues w/ double digit growth for U.S grown animal feed (made w/ the benefit of large amounts of Nitrogen fertilizer). My bet is that UAN will benefit from China's continue demand for animal feed. I peeled off a few shares of YARIY using the proceeds to buy UAN. I still like YARIY especially for their European exposure. I have orders to buy share under $40.00/share as this continues to be a good entry price. EKS