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

To: E_K_S who wrote (67005)	3/31/2021 2:37:46 PM
From: Elroy	2 Recommendations Recommended By Area51 E_K_S Read Replies (3) \| Respond to of 78748

Today’s USDA report bullish for corn. Corn, soy futures hit daily limit on bullish USDA data farmprogress.com Corn crops are a major consumer of the fertilizers that UAN produces The price of corn is going up markets.businessinsider.com Fertilizer prices continue to climb. dtnpf.com I hope everybody is on the UAN train. Choo choo, leaving the station, toot toot, UAN train is starting its journey to Scrooge McDuck land. The last time fertilizer prices were this high UAN was $200 and distributed as much as $22 per year (2011). Since then UAN acquired a second manufacturing facility which increased its capacity by 50% over the 2011 capacity level. Choo choo!

To: E_K_S who wrote (67005)	3/31/2021 6:42:56 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78748

Closed out 85% of WY holdings. Never really did anything for the year I held them and div not that good either. SEOYA and even CTT better performers. I am not sure what your expected WY to do. It was around $24 pre Covid-19 when I replied to you and you sold it around $35 plus some dividends 18 month later. This seems like a good outcome to me, regardless if other stocks did better. SO is an utility so an entirely different business. The only utility I hold is SRE, which I traded last summer then rebought again during this Texas freeze, which didn’t affect it at all. I am happy holding it, it is a well managed utility,imo.