Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (49436)	9/15/2012 2:07:25 PM
From: FIFO_kid2	Read Replies (1) \| Respond to of 78486

EKS I sold my OME immediately after the earnings report jump which I didn't understand the initial rise in the stock given the negative pricing effect from contract sales but am looking for a point to get back in again. It is just a matter of timing for me. The price of the stock is certainly off from various short term reasons. Honestly, I was looking for a blowout number from the higher volume and commodity price rise as a catalyst and pricing didn't cooperate. I thought their commodity part of the business would have better pricing power. Fish meal prices are up by huge percentages year to date but those prices have not been reflected in unit sales prices. I am trying to look for an external sign that now is the time. I think the stock price is an easy double if they can implement pricing at the same percentage of the commodity price rise. BTW I am in no disagreement with you on the long term positive trends and value here.