Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (58871)	1/6/2017 9:43:28 AM
From: Paul Senior	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78740

Fertilizer stocks. I haven't followed UAN. Looks undervalued on some metrics I like. Revenue about flat last five years. I have no positive view about "the food deflation/reversion to mean" possibility this year or next, and for now I don't see UAN as a buy for me. AGU looks overvalued on metrics I am using, YARIY maybe fairly-valued, CF maybe somewhat undervalued (I wanted to reduce my relatively large position, and so I've made sales), MOS maybe somewhat undervalued. (I have reduced my position.) Are fertilizer stock gains part of the Trump rally, or are they a harbinger of the fertilizer cycle improving for these companies? I don't know, but for me I'll take some shares off the table and deploy assets to where I believe I can see better opportunites or opportunities that seem to have a clearer picture. That would be housing stocks for me, for example. As I say, I don't see that well, so very possible fertilizer stocks are a better bet than housing stocks, or just a good bet themselves for a buyer/holder now with a 12-18 mo holding perspective. Not for me though.