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

To: Paul Senior who wrote (71509)	1/14/2023 11:54:39 PM
From: Iron Mick	Read Replies (2) \| Respond to of 78751

RE: IPI Paul, are you still holding Potash? They also recently hit my screen and look decent, but am not too familiar with them. Current Ratio - 4.03 Quick Ratio - 1.92 PS - 1.26 EV/EBITIDA - 2.71 Positive free cash with a FCF around $3.35 Debt situation looks healthy While they did grow revenue, sales volume was down by 26% in Q3. It does seem they were also impacted by inventory issues from their buyers that will eventually resolve themselves. Same with the higher energy costs. Curious on your findings with them and what the key value you find in IPI is. Appreciate your insight. Thank you, Sean

To: Paul Senior who wrote (71509)	11/10/2023 6:21:16 PM
From: E_K_S	Read Replies (3) \| Respond to of 78751

RE: MKSI On my watch list from your earlier posts and started a position today. This stock w/ others in the tech sector were on the move today. Could see +30% to the upside as a reversion to the mean play. Stock is cheap at 13x PE. $4.5 Billion Market Cap. A bit more debt I would like but may/could do ok if interest rates stabilize. MKS Instruments, Inc. is a global provider of instruments, subsystems and process control solutions that measure, monitor, deliver, analyze, power and control critical parameters of advanced manufacturing processes. MKS solutions are used in pressure measurement and control, flow measurement and control, gas and vapor delivery, gas composition analysis, residual gas analysis, leak detection, control technology, ozone generation and delivery, RF & DC power, reactive gas generation, vacuum technology, lasers, photonics, sub-micron positioning, vibration control, and optics. The company has six product groups: Analytical and Controls Solutions; Power, Plasma and Reactive Gas Solutions; Vacuum Solutions; Photonics; Optics; and Laser Products. This stock s/d do well as long as tech companies run. Good time w/ Santa Clause rally too.