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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (46962)9/14/2012 12:44:16 PM
From: E_K_S2 Recommendations  Read Replies (1) of 78486
 
Omega Protein Corp. (NYSE: OME) - upped my position by 30%
Ultrapetrol (Bahamas) Ltd. (NasdaqGS: ULTR) - closed out position

I upped my OME position by 30%. Forward PE now at 10. Company well positioned to take advantage of their fisheries to supply end product to Japan and China. Debt profile for OME quite good w/ Long Term Debt only 1.6x annual net income. OME selling at 70% of stated BV (BV $10.33; TBV=$9.68).

EKS
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