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

To: E_K_S who wrote (2112)	8/1/2012 3:05:13 PM
From: Spekulatius	Read Replies (1) \| Respond to of 4719

re ADM and ROC - i do not see what one has to do with the other. They are completely different business. As for ROC, i think they are in a lot of commodity business as well, certainly TiO2 and Iron Oxides are commodity business. Even Lithium is a commodity business, also i agree that it is in high demand. ROC stock went to below 5$ during the financial crisis and the barely broke even. That tells me already that there is some vulnerability there and ROC is less of a specialty chemical company than you would think. Most chemical companies claim to be "specialty" chemical companies but still somehow have the same cyclicality than the basic chemical companies. I did enjoy your writeup on ROC (wasn't aware of this company before) and put it on my watch list. I found it interesting that some business lines from Dynamit Nobel (the German company formerly owned by Flick and IPO'd in the mid eighties) ended up in ROC.