Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

Ryerson Holding Corp. Is All Smoke And Mirrors

Anytime I see an upcoming IPO for a basic materials, industrials, or consumer services company, I'm immediately interested and will make the time to do the research. Nothing moves upwards and to the right on a chart quite like a company from one of these three sectors that has solid fundamentals. If you pick the right handful of stocks in these channels, the core of your portfolio will have great ballast in good times and bad, as stocks in these sectors are usually the last places the greater macro-economic picture looks to cut corners in times when corners need to be cut.

That being said, it's really hard to find a gem in this space because this space is really...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details