Stock Research Report for Yamana Gold Inc CF as of 11/17/11 - Chaikin Power Tools

Page 1

Cf Indus Hldgs (CF)

Price: $167.09

Industry: Agribusiness Chaikin Power Gauge Report | Generated: Thu Nov 17 14:23 EST 2011 CF Cf Indus Hldgs

$167.09

Power Gauge Rating

CF - Very Bullish TM

The Chaikin Power Gauge Rating for CF is very bullish due to very strong earnings performance, very positive expert opinions, attractive financial metrics and bullish price/volume activity.

Financial Metrics

CF's earnings performance is very strong as a result of an upward trend in earnings this year and a relatively low projected P/E ratio.

Earnings Performance

Price/Volume Activity

Expert Opinions

News Sentiment Rating

Bullish CF Cf Indus Hldgs

November 14, 2011

TM

Chaikin Sentiment Gauge for CF is bullish. There is currently a significant positive sentiment within news stories concerning CF.

News Sentiment :Positive

Power Trend - 5 Year Chart

The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.

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High Potential

Neutral

Low Potential

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Financials & Earnings

Financial Metrics

Financial Metrics Rating

Bullish

LT Debt/Equity Ratio

CF's financial metrics are very good. The company yields a high return on shareholder's equity and generates high free cash flow relative to market capitalization.

Price to Book Value

Return on Equity

The rank is based on a high price to book value ratio, high return on equity, high price to sales ratio and relatively high cash flow.

Price to Sales Ratio

Business Value

Assets and Liabilities

Valuation

Returns

Ratio

TTM

Ratio

TTM

Ratio

Current Ratio

1.37

Price/Book

2.52

Return on Invest

20.3%

LT Debt/Equity

0.44

Price/Sales

3.02

Return on Equity

27.4%

Earnings Performance

TTM

Earnings Performance Rating

Very Bullish

Earnings Growth

CF's earnings performance has been very strong. The company experienced superior earnings growth in the past 12 months and is priced relatively low compared to next year's projected EPS.

Earnings Surprise

Earnings Trend

The rank is based on better than expected earnings in recent quarters, an upward trend in earnings this year, a relatively low projected P/E ratio and consistent earnings over the past 5 years.

Projected P/E Ratio

Earnings Consistency

5 Year Revenue and Earnings Growth

Revenue(M) Rev % Growth EPS EPS % Growth

EPS Estimates

12/06

12/07

12/08

12/09

12/10

1,949.50

2,756.70

3,921.10

2,608.40

3,965.00

-0.94%

41.41%

42.24%

-33.48%

52.01%

$0.60

$6.71

$12.38

$7.54

$5.40

184.51%

1,018.33%

84.50%

-39.10%

-28.38%

EPS Surprise

Factor

Actual EPS Prev

EST EPS Current

Change

$2.81

$6.68

+3.87

Quarterly EPS Yearly EPS Factor

$5.40

$22.55

+17.15

Actual EPS Growth

Est EPS Growth

Change

20.25%

12.00%

-8.25

3-5 year EPS

EPS Quarterly Results Estimate

Actual

Difference

% Difference

Latest Qtr

$4.82

$5.16

$0.34

7.05

1 Qtr Ago

$5.94

$6.87

$0.93

15.66

2 Qtr Ago

$3.23

$3.81

$0.58

17.96

3 Qtr Ago

$2.62

$2.65

$0.03

1.15

FY

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Total

12/09

$1.29

$4.40

$0.79

$1.06

$7.54

12/10

$-0.09

$1.56

$0.68

$2.81

$4.96

12/11

$3.95

$6.81

$4.77

-

-

Fiscal Year End Month is December.

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Price Trend & Expert Opinions Price/Volume Activity

Price/Volume Activity Rating

Bullish

Relative Strength vs Market

Chaikin Money Flow

Price and volume activity for CF is bullish. CF has outperformed the S&P 500 over 26 weeks and is experiencing sustained buying.

Price Trend

The rank for CF is based on its price strength versus the market, positive Chaikin money flow, a positive Chaikin price trend, a negative Chaikin price trend ROC and a decreasing volume trend.

Price Trend ROC

Volume Trend

Relative Strength vs S&P500 Index

Chaikin Money Flow

Chart shows whether CF is performing better or worse than the market.

Chaikin Money Flow analyzes supply and demand for a company's stock.

Price Activity

Price Activity

Factor

Value

Factor

Volume Activity Value

Factor

Value

52 Week High

189.78

% Change Price - 4 Weeks

16.35%

Average Volume 20 Days

1,737,222

52 Week Low

114.52

% Change Price - 24 Weeks

12.75%

Average Volume 90 Days

2,450,896

% Change Price - 4 Wks Rel to S&P

13.80%

Chaikin Money Flow Persistency

% Change Price - 24 Wks Rel to S&P

19.82%

% Change YTD Rel S&P 500

27.10%

Expert Opinions

66%

Expert Opinions

Very Bullish

Earnings Estimate Revisions

Expert opinions about CF are very positive. Analysts are raising their EPS estimates for CF and analysts's opinions on CF have been more positive recently.

Short Interest

Insider Activity

The rank for CF is based on analysts revising earnings estimates upward, a low short interest ratio, optimistic analyst opinions and relative weakness of the stock versus the Agribusiness industry group.

Analyst Opinions

Relative Strength vs Industry

Earnings Estimate Revisions Current Current Qtr Next Qtr

6.68 5.11 Current

Current FY

22.55

Analyst Recommendations

7 Days Ago % Change 6.68 5.11

0.00% 0.00%

30 Days Ago % Change 20.91

1.64

Factor Mean this Week Mean Last Week

EPS Estimates Revision Summary Value

Buy 0.00

Mean 5 Weeks Ago

Buy

Last 4 Weeks

Down

Up

Down

Curr Qtr

0

0

7

0

Curr Yr

0

0

7

0

Next Qtr

0

0

3

0

Next Yr

0

0

7

1

Buy

Change

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Last Week Up

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The Company & Its Competitors

News Headlines for CF

CF's Competitors in Agribusiness Historic EPS growth

Projected EPS growth

Profit Margin

PEG

PE

Revenue(M)

Fertilizer group spent $367,110 lobbying in 1Q Jun 20, 2011

CF

20.25%

12.00%

23.15%

0.62

9.03

3,965

AGU

28.48%

-

9.15%

-

8.78

10,520

CF Industries settles emissions case at 9 plants - Apr 19, 2011

POT

24.77%

-

33.25%

-

13.52

6,539

TNH

10.47%

-

59.94%

-

12.08

565

MOS

19.28%

-

25.32%

-

11.25

9,938

SQM

17.61%

16.86%

22.24%

1.59

34.01

1,830

IPI

-4.14%

-

23.63%

-

20.84

359

Company

Power Gauge

CF Industries Reaches Settlement Resolving EPA Complaint - Apr 19, 2011 Fitch: Record Crop Prices Profit CF Industries; IDR Upgraded to 'BBB-' - Mar 11, 2011 BRIEF: Ag co-op buys local terminal - Jan 7, 2011

Company Details

Company Profile

CF INDUS HLDGS 4 PARKWAY NORTH SUITE 400 DEERFIELD, IL 60015 USA Phone: (847) 405-2400 Fax: 847-405-2400 Website: http://http://www.cfindustries.com Full Time Employees: 2,500 Sector: Basic Materials

CF Industries Holdings, Inc. is the holding company for the operations of CF Industries, Inc. CF Industries, Inc. is a major producer and distributor of nitrogen and phosphate fertilizer products. CF Industries operates world-scale nitrogen fertilizer plants in Louisiana and Alberta, Canada; conducts phosphate mining and manufacturing operations in Central Florida; and distributes fertilizer products through a system of terminals, warehouses, and associated transportation equipment located primarily in the midwestern United States.

Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.

LM 2.3 DS 3.0 LS 2.1

Data Provided by ZACKS Investment Research, Inc., www.zacks.com

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