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: Touching who wrote (56690)1/18/2016 11:41:15 PM
From: Paul Senior  Read Replies (1) | Respond to of 75785
Welcome, Touching. I have a full position in CF. I rode it up (shares purchased in '09), held, and unfortunately am now riding it down. Shares purchased in '13 in red; overall slightly positive. I don't intend to add any more shares here. Hoping I don't see red and sell out in disgust.

Besides YARIY, I'm holding shares of AGU, and a few shares of MOS recently bought.

If/when China devalues against USA $, then their exports of fertilzer will be cheaper and put pressure on these USA producers. I suspect the devaluation event and result are not all built into the stock prices yet. So I expect it will be painful to be holding these fertilizer stocks. I'm not sure I'm willing to take that pain.