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

To: Sergio H who wrote (48558)	7/3/2012 10:31:09 AM
From: NikhilJog	Read Replies (1) \| Respond to of 78751

Sergio - thanks. I do lot of other readings, but i don;t like to put up stuff just because i thought some firm is trading at low P/Ex or P/Bx. (And i am not saying this to tease Paul). Barron's highlights some good catalyst, therefore i put it up on my blog for people to read and then do their own homework. For example - I have speaking with a former PM at Owlcreek fund, who is following me on Seeking Alpha. He sometimes picks up ideas from these posts to research further - which is what I am trying to achieve with weekly posts on my blog. Given my job commitments, i read about another 4 -5 publications in addition to barrons in a week ( I can do more if i only had money to manage). I have approx. 10-15 ideas at any given time i look at, however, i don;t like to post them unless i do my homework. On investing in Steel partners, i prefer in investing in one of the ideas they are investing in, rather than investing/trading the fund shares. I am sure you know that to be certain of making money trading steel partners, you will and should see their books. to the extent they are public, you need to look at their exposure to individual positions, cost basis and hedging policies. This is not going to be easy however not impossible either. If you are talking about ideas, there are two firms i have recently put on my watch list: Rentech Nitrogen Partners - Manufactures nitrogern fertilizer and industrial products including ammonia, urea and stuff. Used natural gas as its primary feedstock. debt, 10M; Cash:72M; 6Q EPS is more than 15%; last Q EPS is more than 46%; last Q sales increase is 60%. CATM: Over leveraged; they have contract with BoA which provides them with 56% of their cash needs. The contract is set to expire in October,2012. Cheers!