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


To: Ditchdigger who wrote (55181)4/15/2015 1:11:26 PM
From: Brian Sullivan  Read Replies (1) | Respond to of 78686
 
I bought CF this morning, it looks very undervalued.

CF page: finviz.com
Ag Chem by mkt cap: finviz.com
seekingalpha.com

I could see this stock trading at $390 by the end on 2016.



To: Ditchdigger who wrote (55181)4/15/2015 10:25:19 PM
From: Spekulatius2 Recommendations

Recommended By
gizwick
Jurgis Bekepuris

  Read Replies (3) | Respond to of 78686
 
Still trying to figure out the correlation between the deadness on SI and the markets(g)
It's not just SI being near dead, the whole investing sector seems be bored to death - low volatility keeps the swingtraders out, lack of value and cheap money driven markets keep the value investors out. Lot's of bloggers that I have been following didn't have a post for month. Even Dale Baker, who left SI for Investorsvillage and has been actively investing for more than a decade has basically closed shop.

The issue seems to be that passive investing ( in index funds or other vehicles ) has worked so well that many of us can't beat it and if you can't beat it you might as well join the flock. This will work until it doesn't but even if there is a dislocation, there is no guarantee that active investors will outperform, just based on what I saw in 2008/2009. Welcome to the age of investing boredom, wake me up if something interesting happens....



To: Ditchdigger who wrote (55181)4/23/2015 7:57:01 AM
From: Ditchdigger1 Recommendation

Recommended By
richardred

  Respond to of 78686
 
Dow Profit Beats Estimates as Oil Drop Boosts Plastics
http://www.bloomberg.com/news/articles/2015-04-23/dow-profit-beats-estimates-as-oil-drop-boosts-plastics?cmpid=yhoo

Finally, mention of better margins as a result of lower feedstock prices.
"Profit margins in plastics, Dow’s largest unit, rose 5.6 percentage point as lower costs for oil-derived naphtha and natural gas liquids such as propane expanded profit margins.“Margins from propane are up significantly, which completely plays into Dow’s wheelhouse,” Hassan Ahmed, a New York-based analyst at Alembic Global Advisors, said by phone Wednesday."

Snowing here this morning!

Leveris commentary
cnbc.com