|
|
|
About our Community How can I contribute? Join for FREE! Tell a Friend! Make a Donation via PayPal! |
|
|
| Automatic Margin of Safety Calculator for Microsoft Excel (Windows) Manual Entry Margin of Safety Calculator for Microsoft Excel (Windows) |
|
||||||
| Fundamental Analysis ROIC, Equity, EPS, Sales, Cash Flow Growth Rates - All Topics on Fundamental Analysis |
 |
|
|
LinkBack (1) | Thread Tools | Display Modes |
04-16-2008, 04:04 PM
|
|||
|
|||
|
Valuing Commodities
I know Town recommends not investing in commodity type businesses because there is no moat and (from my limited research) Buffett for the most part stays away...but the killing that is being made in the agrichemical sector has me really wanting to look more into properly valuing commodity type businesses.
I am currently long FCX, and VLO. Both companies, in my opinion are NOT Town Rule #1 investments but were priced cheap and have great fundamentals...so I couldn't pass them up. I have done well with FCX and believe VLO has been improperly beat down in price and has very little downside and good upside potential. ANYWAY, do you guys have recommendations on valuing companies dealing with commodities? When you perform a DCF should you give yourself a larger MOS? Any recommendations would be appreciated. Thanks!!!     
|
|
|
||||||
LinkBacks (?)
LinkBack to this Thread: http://www.roicommunity.com/forum/fundamental-analysis/1930-valuing-commodities.html
|
|||
| Posted By | For | Type | Date |
| Valuing Commodities - ROIC :: Phil Town & Rule #1, Warren Buffett, Ben Graham Investment Community | This thread | Refback | 04-22-2008 04:50 AM |
| Currently Active Users Viewing This Thread: 1 (0 members and 1 guests) | |
| Thread Tools | |
| Display Modes | |
|
|
|
Similar Threads
|
||||
| Thread | Thread Starter | Forum | Replies | Last Post |
| Valuing a Company in this Market | Writer's Coin | Searching for an Investment | 3 | 01-20-2008 09:44 PM |
| Valuing Businesses | investor999 | Searching for an Investment | 0 | 12-05-2007 03:32 AM |
| valuing methods? | investor999 | Searching for an Investment | 3 | 11-05-2007 10:21 PM |
| Trading Commodities & Financial Futures - Kleinman | huntercrowell | Recommended Readings | 0 | 03-02-2007 06:28 PM |
Linear Mode
