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Chasing Value update 4: Some great some not: ACH, BSC, CX, DUK, JNJ, USG

This is the fourth update on the stock price status of the first seventeen Chasing Value companies. Closing prices are from September 14, 2007.

The first quarter produced amazing results but the second quarter was downright sad. No one will be surprised to see that anything touching constuction or finance took a bath. I own most of these stocks, so if you do too, I feel your pain. Anyone considering my commentary should "do their homework" too, as James Cramer says on his Mad Money TV show. These recommendations are from the first and second quarter 2007 and I have linked to the original stories.

February 16, 2007: Chasing value: Wells Fargo: Wells Fargo & Company (NYSE: WFC) closed at $35.66 down from $35.76: a loss of -0.02%, even money.

February 23, 2007: Chasing value: Anadarko Petroleum - got it! Anadarko Petroleum Company (NYSE: APC) closed at $50.58 up from $40.84: A gain of 23.85%.

March 3, 2007: Chasing value: Aluminum Corporation of China ADS: Aluminum Corp. of China (ADS) (NYSE: ACH) closed at $60.95 up from $22.98: A gain of 165%

March 20, 2007: Chasing Value: Anglo American - Inflation hedge & more: Anglo American plc (NASDAQ: AAUK) closed at $28.90 up from $24.65: A gain of 17.24%

March 23, 2007 Chasing Value: Cemex and LaFarge look solid: CEMEX S.A. B de C.V. (ADR) (NYSE: CX) closed at $29.17 down from $34.92: A loss of -16.47%. LaFarge (ADS) (NYSE: LR) closed at $37.80 from $39.02: A loss of -3%.

Cemex sank with the continuous reports of the deteriorating housing market in the United States. In the meantime it continues to move forward with the integration of Rinker, the largest supplier of construction materials in Australia. This makes Cemex the largest in the world and sets the stage for continued growth in Southeast Asia. It also is continuing to focus on reducing debt.

Of all the stocks I have written about in the Chasing Value section, I feel that this one suffered the most from guilt by association. I believe it was fairly valued before and it is on sale now. This company, with it's PEG ratio at .83 and lowered, P/E, P/S, P/B (SEE: AOL Money & Finance) has a ROE over 22 and pays about a 2% dividend yield.

Continue reading Chasing Value update 4: Some great some not: ACH, BSC, CX, DUK, JNJ, USG

Chasing Value update 3: SCOREBOARD BABY!

This is the third update on the stock price status of the first six Chasing Value companies. Closing prices are from July 5, 2007. I keep track of my recommendations and thought I would share the results as I do most everything else in my posts. Anyone considering my commentary should "do their homework" too, as James Cramer rants on his Mad Money TV show. These recommendations are all from the first quarter 2007.

February 16, 2007: Chasing value: Wells Fargo: Wells Fargo & Company (NYSE: WFC) closed at $35.32 down from $35.76: a loss of 1%.

February 23, 2007: Chasing value: Anadarko Petroleum - got it! Anadarko Petroleum Company (NYSE: APC) closed at $52.40 up from $40.84: A gain of 28.3%.

March 3, 2007: Chasing value: Aluminum Corporation of China ADS: Aluminim Corp. of China (ADS) (NYSE: ACH) closed at $46.16 up from $22.98: A gain of 101%

March 20, 2007: Chasing Value: Anglo American - Inflation hedge & more: Anglo American plc (NASDAQ: AAUK) closed at $30.98 up from $24.65: A gain of 25.68%

March 23, 2007 Chasing Value: Cemex and LaFarge look solid: CEMEX S.A. B de C.V. (ADR) (NYSE: CX) closed at $37.38 up from $34.92: A gain of 7%. LaFarge (ADS) (NYSE: LR) closed at $45.56 from $39.02: A gain of 16.76%.

Some day I will have to eat humble pie, but not today. As you can see, 5 of the 6 stocks are up and beat the market indices and most funds, individually and collectively, by a very large margin, and I have not included the dividends.

Those of you who are new to BloggingStocks can check out my other stories and read Chasing Value or Serious Money to find more potential opportunities and verify my track record as well.

Disclosure: I own APC, ACH and CX in several portfolios.

Sheldon Liber is the CEO of a small private investment company and the vice president for design and research at an architecture & planning firm. Check out his other posts for BloggingStocks here.

Chasing Value Update 2: doing well with WFC, APC, ACH, AAUK, CX, and LR

This is the second update on the stock price status of the first six Chasing Value companies. Closing prices are form May 29, 2007. I keep track of my recommendations and anyone considering my commentary should "do their homework" too, just as James Cramer rants on his Mad Money TV show. Since I was tracking these picks I thought I would summarize the findings for our readers. Yes, the time frame is rather short, nevertheless here is the data through the end of May.

February 16, 2007: Chasing value: Wells Fargo: Wells Fargo & Company (NYSE: WFC) closed at $35.32 down from $35.76: a loss of 1.5%.

February 23, 2007: Chasing value: Anadarko Petroleum - got it! Anadarko Petroleum Company (NYSE: APC) closed at $52.40 up from $40.84: A gain of 28.3%.

March 3, 2007: Chasing value: Aluminum Corporation of China ADS: Aluminim Corp. of China (ADS) (NYSE: ACH) closed at $46.16 up from $22.98: A gain of 101%.

March 20, 2007: Chasing Value: Anglo American - Inflation hedge & more: Anglo American plc (NASDAQ: AAUK) closed at $30.32 up from $24.65: A gain of 23%

March 23, 2007 Chasing Value: Cemex and LaFarge look solid: CEMEX S.A. B de C.V. (ADR) (NYSE: CX) closed at $38.88 up from $34.92: A gain of 11.34%. LaFarge (ADS) (NYSE: LR) closed at $43.23 from $39.02: A gain of 10.78%.

So far so good; 6 of the 6 stocks are up and 5 of the 6 beat the market indices and I have not included the dividends. Not bad after all.

Those of you who are new to BloggingStocks can check out my other stories and read Chasing Value or Serious Money to find more potential opportunities and verify my track record as well.

Disclosure: I own APC and ACH in several portfolios.

Sheldon Liber is the CEO of a small private investment company and the vice president for design and research at an architecture & planning firm. Check out his other posts for BloggingStocks here.

Symbol Lookup
IndexesChangePrice
DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 11, 2012: 01:55 PM

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