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

To: Spekulatius who wrote (48316)	6/14/2012 12:50:28 PM
From: Paul Senior	Respond to of 78714

I continue to add to several stocks that I've mentioned here, as their share prices continue to fall. As regards KRO specifically, I've been buying again this morning. Here's a positive write-up from Seeking Alpha: seekingalpha.com Some of the positives could be clarified. "The stock yields 3.7%." This is so, although going further, the distribution has been erratic, cut even. However when times are good, the company seems to make payouts. Last year there was a $1/sh special distribution (dividend), in addition to the "regular" $.15 quarterly. Although the usual metrics look good (as the author states), the company has had a couple of loss years too. So investors ought to weigh the importance of the business cycle on stock price. ----- As regards, KRA, I have a few shares as I mentioned previously. This stock has been discussed by richardred on his thread. For those with a Barron's subscription, here's a link to a positive writeup in January of Kraton: online.barrons.com. Kraton is a company with past erratic earnings (losses). What is happening is that since the new CEO took over in 2008 he has directed this chemical specialty company from commodities to more specialized/growth products or areas. The low stock price may somewhat reflect that this process is not complete or not significant or fully played out yet. I notice GMT Capital - a 10% beneficial owner - has added to its KRA position last month (http://finance.yahoo.com/q/it?s=KRA+Insider+Transactions), so I take that as a vote of confidence in management. I have been considering if I will add to my few share position.