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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (47588)	4/23/2012 3:08:06 PM
From: Sergio H	4 Recommendations Read Replies (2) of 78476

Did you look into SGT's long term agreements? SGT's LTAs have increased dramatically. Price on LTAs benefits their customers and SGT can better plan on production to meet demand. But what happens if prices drop significantly and customers walk away? SGT ends up with a huge backlog and further deprecess product price. I see this as inevitable given that the shortage created by the Thailand floods will eventually be resolved. I think that the Alpha site is fantastic for what you get. Sure there's some not so good stuff, but there's a bunch of gems. It always comes down to doing your own research anyway. You can access info pretty quickly at the site and then decide what you want to read.... Say you're looking into Graham Number: seekingalpha.com Or how about some value plays: seekingalpha.com Or you want to learn about BDCs: seekingalpha.com There's some authors that I have tagged and I like the availability of conference calls including the q and a. And its all free. I take a look at the Alpha site when I am looking for new ideas or want to see what others are thinking when I find something I am interested in. Thanks for sharing your ideas.

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