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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (56686)1/18/2016 4:36:06 PM
From: Touching  Read Replies (1) of 68923
 
Hi all, I'm new here. I practice value investing.
@Paul: what about CF? Did you had a look to the company? They are the biggest, with Yara, in the nitrogen field. In Q3 2015 they gave a pretty wide picture on geopolitical scenarios affecting the fertilizers in 2016, 2017, 2018 an how they are going to allocate cash.
ADM is a nice play. It does not pass my quantitative screen for moat, but it scream in my value screen as undervalued relatively to industry, sector, market and on a DCF projection basis ( price/fair value < 0.65 ). It has a nice risk/reward profile based on historic valuations as well.
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