Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (45070)	5/15/2012 4:34:35 PM
From: Paul Senior	Read Replies (1) of 78628

barges/push boats: ULTR. Waiting to read quarterly. I'm not happy with the recent performance of any of my Brazilian stocks, so I'm hesitant to add more exposure. Otoh, whereas ULTR might be a value buy (or not), and USA's Kirby might not be (or maybe is a value), I'll take on a few KEX shares today. Company should continue to do a good business from transporting for export, the chemicals which are produced from USA's natural gas glut. I hope this is not yet all reflected in the current stock price. “Kirby is completely unique in the public market as a way for investors to play the comparative advantage in U.S. natural gas prices,” said Jonathan Chappell, an analyst at Evercore in New York. “Improving manufacturing and petrochemical production means more movement on barges.” bloomberg.com finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next