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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: rllee who wrote (24493)	7/31/2006 11:20:44 PM
From: bruwin	Respond to of 78743

Nope. Afraid not. According to latest Quarterly, material costs are outstripping Revenue, margin is falling, debt is adversely affecting Income Statement and Return on Capital is nothing to write home about. But that's JMO.

To: rllee who wrote (24493)	8/2/2006 2:56:29 PM
From: valueminded	Respond to of 78743

Oln - Just awarded a big fat option and cash bonus to upper management. Not sure about the rest of the value crowd, but it would seem that most upper management in these organizations is overpaid as is. Options should be for the rank and file and let overpaid upper management buy there stock when they think it is a value. The blatant chronyism existent between the BOD and the officers for many of the larger companies seems like a breech of responsibility to me. Also, OLN just refinanced debt. Seems like it was a good deal for the bond holders by my read. Not so good a deal for the stock holders imo.

To: rllee who wrote (24493)	8/2/2006 5:02:04 PM
From: Paul Senior	Respond to of 78743

OLN. I'll hold my few shares, because I like the low p/sales number, and there's the dividend. The company's businesses are cyclical -- note the erratic profitability and roe in the profitable years. And they have cut that dividend before. I'm not willing now to add to my position. My guess - for me, diversified as I am, and holding only a few shares of OLN, I'm okay with trying to hang on for a few more quarters. For anybody else - somebody with a concentrated stock portfolio who's looking for a value stock (and not a trading bounce in the stock price), I'd look for better places to put money than on OLN. Jmo, and I've been wrong many, many times.