"Fertilizer concern CF Industries (NYSE: CF ) looks attractive with its forward P/E ratio below 7. Like Potash and others, the nitrogen and phosphate specialist may be hurt if Brazil stops importing fertilizer, but that's not likely to happen soon. Russia's exit from a major potash cartel could also spell trouble, via falling prices. Meanwhile, some peers may be hurt by changes in India, but CF is better positioned there due to its product and sales mix. It has also been benefiting from low natural gas prices, as that's used in nitrogen fertilizer. Rising nitrogen prices have helped, too'
Interesting company-Our family farm spent $350 per acre on nitrogen fertilizer this year. Selling fertilizer is good business. Check out CF one of my recent investments.