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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (50786)	5/1/2013 2:28:26 PM
From: E_K_S	Read Replies (2) of 78744

MDU Resources Group Inc. (MDU) - peeled off some shares at $25.51/share another all time high. Ainsworth Lumber Co. Ltd. (ANS.TO) - Looking to start a position in this OSC wood Canadian manufacturer I like MDU but it is getting towards the high end of its value range. This lot I sold was bought 8/8/2011 at $18.87/share. Will be buying back these shares if/when the stock moves back below $20.00/share. Looking to start a position in this OSB wood manufacturer Ainsworth Lumber Co. Ltd. (ANS.TO) . It's a play on a slow growth new home/appartment replacement boom. Their manufactured wood products are used in new construction, are light weight and as strong as steel. Here is the link to their March 2013 presentation. I would like to build a position below $3.75/share so I am watching w/ GTC orders in at those levels. ANSBF is thinly traded so ANS.TO is the one that Schwab buys but you must convert the Canadian Dollar quotes into U.S. $. Also, if/when the $US moves higher AND.TO should sell at a slight discount. PE is at 13 and falling as production (and efficiency) is gained with larger orders. Transporting product from Canada may add potential future costs but they still should be the low cost producer of this OSB board. EKS

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