Follow the big money into CF?

12:15 PM ET Tue, 30 July 2013

CNBC's Josh Lipton looks at Facebook closing in on its $38 IPO price. The FMHR traders discuss what to do with shares of CF Industries after Dan Loeb of Third Point, revealed his stake in the company, while Steve Weiss and Mike Murphy debate the bull versus bear case on Potash and Mosaic. And Chris Hentemann, Hedge Fund 400 Capital, weighs in on today's Case-Shiller report and how to play the housing rebound by looking for investment opportunities in mortgage credit.