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

To: E_K_S who wrote (55193)	4/16/2015 11:35:04 PM
From: Mattyice	Read Replies (4) \| Respond to of 78705

EKS - I've also just picked up some Pot and SQM. It makes me nervous to be buying anything here but I like the assets and operating ability in not the most favorable environment. There just isn't much to say right now. I'm finding hardly anything to put money into despite growing a cash position (suggestions welcomed) I'm pretty heaving mining and emerging stocks (posted about it here a lot). It's not been the greatest year and half or so in the space even when only buying in big down drafts. There is one side of me that thinks there is value here And that possibly globally the slow growth has already happened and another side that tells me I could be wrong and they are cheap for a reason with global growth slowing / I have no idea. It will be interesting to see how these perform when and if the U.S. sales off and or goes into recession. SOO I sit here with a huge emerging exposure and cash, few US equities I've held for a long time, a short basket in Canadian banks and biotech. Jim Cramer am I diversified? Through sheer boredom I've been reading a lot and looking at small caps beaten down with assets, nothing to report really yet. Mattyice

To: E_K_S who wrote (55193)	4/24/2015 1:37:10 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78705

I took a look at WOPEY and it is indeed somewhat interesting. Not super cheap at P/B, but with low debt and good returns in the past, the current price might be acceptable. I bought a tiny position and might add. Fertilizer - you might do well. I am on sidelines right now. Would buy if agri cycle crashes quite a bit more. Thanks