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

To: Spekulatius who wrote (44806)10/5/2011 1:06:30 AM
From: Paul Senior  Respond to of 78644
 
"I believe specialty chemical companies like Albemarle are better LT buys than LYB and Dow."

I'll have to consider. As I quickly look, ALB IS better than Dow on several metrics: low d/e, higher roe. Now and over the past several years. With DOW, much bigger company, much larger dividend yield. Maybe safer (??)

I might be better switching into ALB rather than holding my recently acquired DOW shares.



To: Spekulatius who wrote (44806)10/5/2011 1:23:11 AM
From: Asymmetric  Respond to of 78644
 
ROC, CE, ALB, etc have all been thrashed lately. Been waiting
for months to initiate a position in ROC. Good a place as any,
right here, right now.

Good luck.

- A.



To: Spekulatius who wrote (44806)10/5/2011 8:43:15 AM
From: Jurgis Bekepuris  Respond to of 78644
 
The question for me is how much better can it get?

I think this is important question. A number of these companies have outstanding profits in 2011 that probably should be discounted doing valuation analysis.


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