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...

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