Plant Your Love and Let It Grow with this Fertilizer Stock

Shah Gilani|April 12, 2022

Fertilizer prices are through the roof.

According to the USDA, over the past year, the price of urea, liquid nitrogen, and anhydrous ammonia (three kinds of commonly fertilizers) grew 149%, 192%, and 235%, respectively. For farmers worldwide, this unexpected consequence of the Russia-Ukraine War has a steep cost – but they will pay it.

Why? Because they have no other choice. They need it and, as a result, fertilizer companies are hitting it out of the park, especially the one I am recommending in today’s video.

Click the video below to learn how to play CF Industries.

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04/12/2022 Take it to the Bank Tuesday Transcript

Hey everybody! Shah Gilani here with your Take it to the Bank Tuesday, where I recommend what you should do with $100 today.

What’s hot? Mm. Besides interest rates going up and bond prices going down (wowee, that’s a mess).

[It’s] fertilizer stocks.

Fertilizer companies have been hitting it out of the park because the price of their products is going through the roof, especially with growing season coming up [for the global north].

As far as Ukraine goes, guess what? Their growing season started. They have got to start planting now, and with Russia in the country, especially where the farms are, they might not be able to plant.

[In the U.S.] Kansas has problems. We’ve got drought in Kansas. We’ve got problems with the weather in Argentina and Brazil… In fact, more growing areas, especially for corn, wheat, and soybeans, are under great duress.

So, what does that mean?

It means that growers are gonna have to plant more. Why? Because they know [food] prices are going up. Growers will want to plant more, and they’re going to have to pay up for the fertilizer to do it. They need it. They have to have it.

So, these fertilizer companies are hitting it out of the park. So today, for your $100 Tuesday, I’m recommending my favorite fertilizer company: CF Industries Holdings Inc. (CF).

It’s trading around $105 and change. It’s Monday as I record this, and CF is down 2%.

You want to get in here because it’s been on a rocket ride higher. Any pullback is an opportunity to get in. So, buy $100-worth of CF.

It’s a huge, huge company in terms of revenue. And its growth of revenue is astounding. Revenues on the trailing 12-month basis for CF Industries is $6.54 billion. The quarterly revenue growth on a year-over-year basis is 130.5%. Earnings growth on a quarterly basis is year-over-year 710%. That’s bringing the PE down under six, people.

This stock is… I know it’s pricey cuz it’s $105 and change. I know it’s had a rocket ride higher, but you gotta get in on a pullback right here.

So, with your $100, buy $100-worth of CF Industries and… Guess what? Take it to the bank.

As Eric Clapton would say, “plant your love and let it grow.”

See you next week. Cheers.