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

To: E_K_S who wrote (46971)	3/11/2012 11:39:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78628

OMG: I'm still holding those shares. Not adding, because I don't see that they can make a decent return on their equity. Stated book value looks stuck to me: I don't see so much of a favorable growth in book value as your chart seems to imply.

To: E_K_S who wrote (46971)	4/26/2012 3:36:58 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78628

re OMG - stock looks cheap but after the Vacuumschmelze acquisition, they now carry a fair amount of debt. I believe they overpaid for the Vacuumschmelze (which is a fine business and well know in it's field) by paying 700M Euros. It is strange that all the stocks in my "Material" list seem to have issues - CLF, NEM, OMG, MTRN , the agricultural types like MOS, POT, BG and to a lesser extend ADM... Most of them are at the beginning of supply chains so they get whipped around more when growth assumptions change. So, maybe this is an indication of slowing manufacturing growth.