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

To: E_K_S who wrote (55511)	6/22/2015 10:24:24 AM
From: Graham Osborn	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (1) \| Respond to of 78702

For the sake of argument, what besides the dividend would make POT a value vs say, AAPL or GILD? All 3 are large caps valued at ~15x trailing earnings based on concerns about a crumbling monopoly/ oligopoly. Of the 3, POT has FCF yield ~5% (vs ~10%), 10 year rev growth <10% (vs >30%), cash/ cap <1% (vs ~5%), 10-year book growth ~15% (vs 25%-35%), ROIC ~10% (vs 30-50%). One might argue POT is the most overvalued of the three on a cursory basis.

To: E_K_S who wrote (55511)	3/8/2018 6:59:32 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 78702

Hi EkS, so no interest in SQM? I saw you were discussing it back in 2015 (the post I responded to). It's been on my watch list for a few quarters and has gotten hit hard following a research report on lithium supply/demand. Appears to be a way to get commodity exposure to batteries and ag all in one shot. I think the price still looks attractive here, just reversed yesterday on the p&f chart. I may add a few more shares. Where do you feel we are in the commodity cycle? Am I late to the party or early(G). From the trading of the mlp's apparently any ramp up further in the US/global economies won't require any hydrocarbons.