CF Industries: A Fertilizer Company That Doesn't Stink - Scott Rothbort

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CF Industries: A Fertilizer Company That Doesn't Stink
Jun 18, 2008 07:22 AM UTC

Scott Rothbort

Return	Risk
-5.16%	MID

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Symbol	Sentiment	Start	Return	Closed
MON	n/a
CF		06/18/08	-44.96%	--

Via Long Investment Ideas from Seeking Alpha:

I was on Fox Business Network’s Happy Hour show last night. Co-host Cody Willard and I discussed the agricultural sector. Cody peppered me with questions about the sector, injecting his opinions that the sector may itself be overgrown.

My response was that I believe that seed companies like Monsanto (MON) are too richly valued and do not make compelling investments at this juncture. For the record, I have traded in and out of MON the past one or two years but have no positions at the current time.

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