Traders Sell These 2 Stocks After Digesting Earnings

CF Industries Holdings Inc. (NYSE:CF) reported higher profit for the fourth quarter as revenue showed growth. Net income for CF Industries Holdings Inc. rose to $438.9 million ($6.66 per share) vs. $200.3

million ($2.78 per share) in the same quarter a year earlier. This is a more than twofold rise from the year earlier quarter. Revenue rose 38.8% to $1.72 billion from the year earlier quarter. CF Industries Holdings Inc. fell short of the mean analyst estimate of $6.77 per share. It beat the average revenue estimate of $1.65 billion.

“Our team executed very well and took advantage of every opportunity the market provided,” commented Stephen R. Wilson, chairman and chief executive officer, CF Industries Holdings, Inc. “Our selling discipline and focus on maximizing margins throughout the year provided a very good order book entering the fourth quarter, which helped us achieve record fourth quarter EPS even in an increasingly challenging environment.”

Competitors to Watch: The Mosaic Company (NYSE:MOS), Agrium Inc. (NYSE:AGU), Terra Nitrogen Co., L.P. (NYSE:TNH), Potash Corp./Saskatchewan (NYSE:POT), Converted Organics Inc. (NASDAQ:COIN), The Scotts Miracle-Gro Co. (NYSE:SMG), LSB Industries, Inc. (NYSE:LXU), China Green Agriculture, Inc (NYSE:CGA), China Agritech Inc. (NASDAQ:CAGC), and Bodisen Biotech, Inc. (BBCZ).

Cliffs Natural Resources Inc. (NYSE:CLF) reported its results for the fourth quarter. Net income for Cliffs Natural Resources Inc. fell to $208.7 million ($1.30 per share) vs. $384.1 million ($2.82 per share) a year earlier. This is a decline of 45.7% from the year earlier quarter. Revenue rose 16.7% to $1.66 billion from the year earlier quarter. Cliffs Natural Resources Inc. fell short of the mean analyst estimate of $1.57 per share. It beat the average revenue estimate of $1.62 billion.

Joseph Carrabba, Cliffs’ chairman, president and chief executive officer, said, “Cliffs delivered an exceptional performance in 2011, a year highlighted with the transformational acquisition of Consolidated Thompson. With a significant organic pipeline of growth in both iron ore and metallurgical coal, Cliffs is well positioned for continued momentum in 2012 and beyond.”

Competitors to Watch: Vale (NYSE:VALE), ArcelorMittal (NYSE:MT), Consolidated Thompson Iron Mines Ltd. (AMEX:CLM), Anglo American plc (AAUKY), Great Northern Iron Ore Properties (NYSE:GNI), AK Steel Holding Corp. (NYSE:AKS), BHP Billiton plc (NYSE:BBL), BHP Billiton Limited (NYSE:BHP), United States Steel Corp. (NYSE:X), and Mesabi Trust (NYSE:MSB).

To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com