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


To: Paul Senior who wrote (51263)4/10/2013 12:29:48 PM
From: richardred  Respond to of 78702
 
FWIW- I joined you today in some NATR. No doubt that type business (RE:Herbalife Ltd. (HLF) has stirred up plenty of controversy recently. Some big recent insider purchases have given me some confidence. Also remembering these transactions. NBTY Agrees to Be Acquired by the Carlyle Group for $55.00 Per Share in Cash; Transaction Valued at $3.8 Billion; NBTY is a Leading Nutritional Supplement Company. Nov 22, 2012 Reckitt Benckiser Group Plc agreed to acquire Schiff Nutrition International Inc.

I also bought today into Myers Industries Inc. (MYE)today. In the past, we have used many of their products in our greenhouse (Dillion). They raised the dividend recently and Guru value buyer Mario has just increased his stake. Earnings are out soon. I'm willing to go through some possible volatility of a earnings surprise or miss. I've seen a trend in hydroponics stores opening up. Dillion might be an indirect way to play this, in what I believe is a growing trend.



To: Paul Senior who wrote (51263)5/3/2013 2:25:27 PM
From: Paul Senior  Respond to of 78702
 
Fwiw, I'll take just a little bit more NATR today. Just averaging down a little.

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