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

To: Madharry who wrote (78127)	9/19/2025 12:24:39 PM
From: Elroy	Read Replies (1) \| Respond to of 78464

Bitcoin is not a value stock. And neither is SIMO. SIMO is officially a growth stock. So what to buy? All that comes to mind is fertilizer. LXU and UAN are two small fertilizer stocks, UAN an MLP and LXU a regular small cap. Both have about the same quarterly sales, with UAN mostly agricultural fertilizers and LXU a mixture of agricultural fertilizer and industrial chemicals, but pretty similar size and business. The story is fertilizer prices in Q3 this year are up strongly compared to a year ago. Perhaps up $80/ton compared to last year? Q3 is always the lowest price quarter of the season, and prices rise sequentially through Q2 planting season, then they drop in Q3 again. Since we're starting off with strong fertilizer prices in Q3, hopefully they increase as the planting season progresses, and both of these stocks do well. I bought some LXU two days ago, and will buy some UAN if it dips a bit. Then see how they've done by about May next year.