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The Call @ Hedgeye | May 3, 2024

ADDCF Industries (CF) to the Investing Ideas Short List.

Commentary below from Keith within "Real-Time Alerts" delivered to #HedgeyeNation today. 

SHORTING CF

Looking to short-SOME more of The FIRR?

Coaching Notes:

1. I am 

2. CF Industries is an I in the Industrials (XLI) part of The FIRR

3. Jay Van Sciver remains The Bear on the name 

SPX Refreshed Risk Range = 4 (so a lower-high on the top-end of the Range vs. earlier this morning),

KM