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From: 1Coffeehound9/15/2017 12:59:38 PM
2 Recommendations   of 13196
 
SCHN - Sold 4,000 @ $26.65 = $106,600. Profit of $2,425.

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From: 1Coffeehound9/15/2017 1:11:34 PM
   of 13196
 
HIHO - Cash dividend of $.06 to be paid Oct 9 to shareholders of record today. Over the past year, the company has had an amazing dividend yield of almost 10%.

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From: 1Coffeehound9/20/2017 12:00:06 PM
   of 13196
 
PUMP - B&H bot 8,000 @ $12.91 = $103,280.

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From: 1Coffeehound9/26/2017 2:31:30 PM
2 Recommendations   of 13196
 
PUMP - Sold 8,000 @ $14.01 - $112,080. Profit of $8,800.

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To: 1Coffeehound who wrote (13188)9/27/2017 10:14:56 AM
From: robert b furman
   of 13196
 
Way to go Coffeehound!!

Bob

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To: robert b furman who wrote (13189)9/27/2017 11:30:05 AM
From: 1Coffeehound
   of 13196
 
Thanks, Bob.

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From: 1Coffeehound9/29/2017 2:18:11 PM
   of 13196
 
SCHN - MT bot 4,000 @ $28.20 = $112,800. I expect this to run to $35 level in 6-12 months for at least 25% profit.

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To: 1Coffeehound who wrote (13191)9/29/2017 3:12:03 PM
From: E_K_S
   of 13196
 
Re: MT

Grahmn Number valuations model shows MT 87% undervalued w/ fair value at $48.39/share. GN is based on BV (BV=$33.46/share), debt (@ $14.16Bln) and EPS (@ $3.18/share).

No dividend but appears to be a good value play. Net Income to total debt only 4.29x which is close to Buffet's 4x amount.

Generally it's hard to find an undervalued company (using the GN model) where net income to total debt is 4x or less. Many of my candidate stocks are 10x or more.

So the risk/reward on this pick looks pretty good.

My portfolio already too over weighted w/ natural resource/mining companies so will pass on this name. Have not heard of it and/or followed the company but value metrics seem to look pretty good.

EKS

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To: E_K_S who wrote (13192)9/30/2017 2:48:21 AM
From: 1Coffeehound
   of 13196
 
The shares I bought were Schnitzer Steel (SCHN), but I see how my post would have confused you. Since I began posting trades to this board, I've inadvertently added a dash between the stock symbol and type of trade. In this instance, that made it look like I was posting on ArcelorMittal (MT). I'll try to remember to omit the dash in future trades. Sorry that my post wasn't as clear as it should have been.

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To: 1Coffeehound who wrote (13193)9/30/2017 11:37:38 AM
From: E_K_S
   of 13196
 
FYI The GN model shows SCHN as fully valued w/ a fair value of $24.80/share

Remember the GN valuation model is only one of many different valuation metrics and does not mean than SCHN is not a good investment. GN model looks at BV and EPS (also debt) and typically signals a Buy if/when BV exceeds the market prices and/or stock has sold off for various reasons (usually a specific company event) and EPS is declining (and getting worse).

The value proposition in these GN plays is you Buy when the company is experiencing company specific issues (and/or in a down cycle) and you expect EPS to have bottomed and now get better (ie back on growth curve). The company has good valuable assets (as reflected in stated tangible BV) w/ little to no inflated Goodwill and debt/leverage is manageable.

Many times these GN opportunities flash a Buy when Debt is too large, EPS is falling and company seems to be spiraling down (to possible BK) hopefully due to bad management (that can be replaced) or some general economic event that will get better.

Good Investing

EKS

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