Hi…I hold two chemical stocks namely Deepak Nitrate and Alkyl Amines…actually i hold 2 more, but for our discussion, out of these two stocks i am contemplating selling Alkyl amines. Both the stocks i purchased at higher valuations when they were at high margins too. Needless to say, in both stocks i had gone down upto 35% each and then recovered Currently Deepak is in positive and Alkyl.amines in minus 7%. But since i have gone through the journey and studied both, i came.to.conslusion that both are ordinary companies with bulk chemicals company, nothing special. But due to euphoria of China+1 , made them appear great companies. Since you are holding Alkyl.amines, what you think is special about it and given the option between above two, which one will you sell on business paramters , for long term.basis? You can ignore current valuations for time being, and only purely business sense, what appears to.you?
| Subscribe To Our Free Newsletter |
