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Strategies & Market Trends : Value Investing

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From: Paul Senior	6/12/2012 3:52:23 AM
	2 Recommendations Read Replies (5) of 78704

I bought a starting position in Kronos Worldwide (KRO) and will add if/as stock continues to fall. KRO produces and markets titanium dioxide pigments. Apparently there's no substantial new titanium oxide production coming on line until maybe 2014(not sure of this info), so with current good demand, raw material prices are high and KRO has been able to raise its prices to its customers. (Which gives the stock a low p/e and high roe, for now) seekingalpha.com The Simmons Family (Harold and brother Glen) are controlling company insiders. I'm not a fan of Harold Simmons for a number of reasons: regarding stocks, primarily because his interest never seems to me to be aligned with those of the smaller, outside shareholders. Overriding my concern though, the brothers and others have been persistent buyers of KRO stock in the open market, at prices higher than currently: finance.yahoo.com. There's a 60c dividend (yield about 3.6%), and last year I believe there was a special $1 dividend. With all this, I'm willing to tag along behind the insiders.

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