Carl Icahn has a reputation as a corporate raider, and he is currently the chairman at big-dividend (10.2% yield) holding company, CVR Energy (CVI). CVI is engaged in petroleum refining and nitrogen fertilizer through its holdings in CVR Refining (CVRR) and CVR Partners (UAN), respectively. It is tempting to bet against UAN and bet in favor of CVRR considering President Trump's lack of enthusiasm for EPA regulations and his friendship with renewable energy short-seller Carl Icahn.