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

To: E_K_S who wrote (2064)	7/28/2012 1:27:45 AM
From: richardred	Read Replies (1) \| Respond to of 4719

Hello EKS: Just mentioning it for the contest to offer some different sector choices. I don't own HUN, but it's on my watch list for possible purchase. I realize the debt situation RE:Lyondell Chemical , but I'm thinking the choice would be not at the top of the cycle. I believe we were Cyclical toppy when Dow bought Rohm & Haas. EMN buying the once bankrupt Solutia shows how things can turn. Similar story for the once highly leveraged Georgia Gulf who received a Failed Westlake bid.. In the sector we both Know Warren liked Lubrizol. I wouldn't Mind KRA as an alternative. I own that one in the portfolio and have weighting there.