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

To: Paul Senior who wrote (38316)	6/16/2010 11:24:35 PM
From: Madharry	Respond to of 78745

I guess if you feel that way you should sell everything and go to cash.

To: Paul Senior who wrote (38316)	7/2/2010 7:01:57 PM
From: Madharry	Respond to of 78745

Looks like you were right Paul. Meanwhile I still think GFRE is a case of baby being thrown out with bathwater: From a yahoo poster: emarle to Increase Price of SAYTEX® BT-93W and BT-93 Brominated Flame Retardants BATON ROUGE, La., June 28, 2010 /PRNewswire-FirstCall/ -- Albemarle Corporation (NYSE:ALB - News) announced today that it will increase the base price of SAYTEX® BT-93W and SAYTEX® BT-93 (ethylenebistetrabromophthalimide) by $1.00/kg on all global shipments on or after August 1, 2010, or as contracts allow. Albemarle has announced price increases 4 times over the past 5 weeks, which should surely help Gulf Resources bromine prices. Albemarle is trading at 16.7x LTM earnings compared to GFRE trading at 8.5x LTM earnings. ALB is trading at 11.7x compared to GFRE at 5.6x based on its $1.52 forward EPS estimate. Given that GFRE benefits from an appreciating yuan/dollar exchange rate, stronger historical and projected revenue growth, and better margins, GFRE should be trading at a premium to ALB, not a 50% discount. Brean Murray's $17.00 price target should come true once companies start trading based on fundamentals versus the overall fear that has gripped the markets over the past 2 months.