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 Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (47424)4/13/2012 8:14:44 PM
From: Paul Senior of 51626
 
EKS, Taking a different view, I believe I'll continue to hold my AG basket. With some of these stocks, I find myself trading around the position, and with others I'm just holding on. Began adding to my position in LSB Industries (LXU) today. Business is a little hodgepodge - climate control (pumps, etc) and ammonium nitrate production (fertilizer). Climate control segment is doing poorly; fertilizer at record. (Although that nitrate sales are going great that might mean it's time to sell stock--not buy-- if one assumes cyclicality of this chemical business.) P/e is reasonable -- hard though to make a case for LSB as a value stock, because of volatility of metrics (roe, p/bk) over past years, and relatively high p/sales now. Also insider controlling family members are cashing in their options quite heavily, it seems to me. Increasing stated bv and reduction of debt are positives.

finance.yahoo.com 
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