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

To: E_K_S who wrote (60121)	11/24/2017 9:25:28 PM
From: Leo Fisher	Read Replies (1) \| Respond to of 78710

EKS may I ask what GN stands for? I would concur with your sell of UFS but may I ask why don't you just hold KMB? Seems like the dividend is healthy especially at your entry point, net margin is making healthy moves up and the product line carries some heavy hitters. UAN and TIS are interesting but the debt load for both makes me pause. Although if it works out you will make a nice profit :) I liked your insight into the sector cycle. I am actually looking forward to Howard Marks book on cycles. Anything worthwhile reading that you would recommend in the meantime?