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

To: NikhilJog who wrote (3585)	2/26/2014 5:33:32 PM
From: Sergio H	Read Replies (1) \| Respond to of 4720

I have not had an opportunity t check it out yet. I will and you will do well to check out what I post to you. You noticed RUT made a new high today.? think that is encouraging for SPY and DOW to follow through as well.

To: NikhilJog who wrote (3585)	2/26/2014 6:31:07 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (2) \| Respond to of 4720

Re CHMT - i think Gabelli is in this one, I looked into this stock when it was way cheaper. The AG business is only 20% of the revenues, so if I get this for free, the margin of safety is fairly small. Results have been fairly inconsistent and restructurings are ongoing. They call themselves a specialty chemical company, but the low gross margin gives it away as mostly a commodity producer, imo. FWIW, i consider polyurethanes and bromides as commodities. (Chemistry was my second subject at the University, so I can claim to know what i am talking about <g>). The company is too small to be effective in the marketplace, and maybe herein lies the chance, if they will look for a buyer. if it won't get bought out, you will loose a lot of money in this stock, once we get the next recession.