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

To: bruwin who wrote (2940)	4/21/2013 6:48:04 AM
From: golfer72	Read Replies (1) \| Respond to of 4719

"Yes, one has only really lost when one has sold, because otherwise it's just on paper." Actually you have that backwards. You have not gained anything until you sell. Thinking like the statement you made is what causes people to lose money in the stock market.

To: bruwin who wrote (2940)	4/23/2013 3:21:45 PM
From: Sergio H	2 Recommendations Read Replies (1) \| Respond to of 4719

Update on ROC Original write-up: Message 28300612 ROC has performed well in our portfolio, although their last earnings report came in under expectations. The Titanium oxide division continues to be a drag on the overall numbers. This division is expected to be sold or spun off this year. Additionally, ROC is exploring the sale of two other divisions and may itself be an acquisition candidate for a larger chemical co. There are many rumors and expectations as to what will actually occur. Jana Partners has taken an interest based on the possibilities. Altana was a former suitor for taking over ROC but dropped out when the price soared on the buyout news. At 13 times past earnings and under 9 times forward earnings, ROC is cheap in comparison to other chemical companies. ROC paid off the debt on their Titanium oxide division, making it easier to spin it off. Selling the Titanium and one other division could bring in $2 billion. If the entire company is acquired, the price is expected to be significantly higher than the current stock price. ROC has increased its div. by 15% since we bought the stock and has been buying back shares as well. Earnings are due in a few days. If the report dissapoints it would be a good opportunity to buy or add shares. I would like to keep ROC in our portfolio.