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Brian Schieble's  Instablog

Brian Schieble
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Retail investor of eight years, fundamentally oriented, long mostly. Probably characterize my own investing style as aggressive value investing, concentration in a small number of stocks is not an issue in my thinking.
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  • LSB Industries Pick (LXU)

    After a brief overview look into the situation at LSB Industries this does seem like a good long term hold, with the El Dorado project morass in the rear view mirror eventually. Once the company specific problems are addressed and their industry makes a bit of a comeback this might be a very healthy profit at the current price of $7.35. It was an impressively profitable company and did garner a reasonably premium valuation up until the El Dorado problem and the corporate governance issues. Management changes were made, problems were stared in the face, and the worst may be over. Downside seems fairly limited, upside potentially large. How much can you really ask for?

    LSB Industries (NYSE:LXU) - $7.35

    Tags: LXU
    Nov 10 10:03 AM | Link | Comment!
  • Huntsman Corp (HUN) Pick

    Trading at around 4.5-5x EV to EBITDA and coming with a 30-year T Bill beating ~5% dividend, Huntsman Corporation seems to be a pounce on type of value pick at the moment, having fallen a full 14% yesterday during a 49 point drop on the S&P. RSI at 11.61. Titanium Oxide demand is the main culprit for the drop in valuation, but in a multiyear horizon this should be looked at as an opportunity.

    Seems plausible it could drop further given recent momentum and market back drop but overall there is a margin of safety here.

    Huntsman Corp (NYSE:HUN) - $9.92 as of close Monday September 28th.

    Tags: HUN
    Sep 29 9:00 AM | Link | Comment!
  • Three New Picks 2H 2015

    These three picks as investments I feel are as safe as any in the market right now. Nevsun Resources has a superior balance sheet and good operating metrics and will likely acquire some new resources in the current environment. Canadian Solar continues to be one of the premier large project solar companies in the world and carries a value investor's profile for a good fit. Multi-Fineline Electronix has had a spate of selling resulting in a considerably value oriented opportunity for a profitable and productive company.

    Canadian Solar (NASDAQ:CSIQ) - $18.32

    Nevsun Resouces Ltd (NYSEMKT:NSU) - $2.78

    Multi-Fineline Electronix (NASDAQ:MFLX) - $15.62

    Tags: CSIQ, NSU, MFLX
    Sep 05 8:33 AM | Link | Comment!
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