CF Industries Holdings Inc. (CF)

(A Top Pick Nov 12/20, Up 46.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CF has triggered its stop at $44. We recommend covering the balance of the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment gain over 38%. We will continue to monitor for another potential entry.

(A Top Pick Nov 12/20, Up 72.9%)Stochchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CF continues to do well. We are now recommending to trail up the stop (from $28) to $44. If triggered, this would all but guarantee an investment return of 38% when considering the recommendation to cover 50% previously.

(A Top Pick Nov 12/20, Up 30.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK achieved its $39 objective. To be disciplined we are recommending to cover 50% of the position. We also recommend trailing up the stop to $28.

Stockchase Research Editor: Michael O'Reilly CF is a global leading producer of fertilizer, whose stock price has retreated 40% this year. Demand for their product has been hampered during the pandemic as low commodity prices globally caused by pandemic has made farmers reluctant to commit to their normal spending. Their latest earnings reported a loss, when analysts expected a profit. However analysts next year expect earnings growth now of 16% reflected in a 6% increase in sales. A recent acquisition of Terra Industries is expected to help solidify their position in the market while demand in key market regions like India and Brazil already show signs of improvement. It pays a healthy dividend, backed by a 83% payout ratio. We would buy this with a stop-loss at $24, looking to achieve $39 -- 28% upside. Yield 3.93% (Analysts’ price target is $39.00)