CEMATRIX Corp T.CEMX

Heee oo Bushman you will hate this article chineseee

[kingscorpion]

Mathematician digs deep to unearth value stocks LARRY MACDONALD SPECIAL TO THE GLOBE AND MAIL PUBLISHEDAUGUST 23, 2013 This article was published more than 8 years ago. Some information may no longer be current. Jin Won Choi Jin Won Choi, 31 Occupation Founder and operator of MoneyGeek.ca STORY CONTINUES BELOW ADVERTISEMENT The portfolio Shares in Tim Hortons Inc., Perpetual Energy Inc., Intel Corp., Coach Inc., and more than a dozen others. The investor Jin Choi has a PhD in applied mathematics, with a specialization in financial mathematics. He worked at a hedge fund for two years as an oil and gas analyst, then left and launchedMoneyGeek.cato help less wealthy people invest wisely. How he invests "I'm a hard-core value investor," Mr. Choi says. He uses the discounted cash-flow method to estimate the value of a company's shares. This involves projecting how much cash a company can make available to investors in the future, and converting it to a present value. STORY CONTINUES BELOW ADVERTISEMENT "In my experience, great companies that trade at reasonable prices usually have some short-term headwinds. The headwinds could take the form of new competition, a natural disaster, an economic downturn " A big chunk of his portfolio is in profitable microcap companies. "I love this space because the competition from other investors is poor. The markets are particularly inefficient in this niche." Recent move Mr. Choi owns shares in natural gas producer Perpetual Energy because he believes natural gas prices will rise. Moreover, the company has started drilling a lot of heavy oil wells. "I don't think most investors appreciate just how profitable those wells are," he says. Best move Cematrix Corp., a microcap company that sells concrete to oil-sands companies, was purchased at 4 cents a share in the second half of 2009 on the expectation rebounding oil prices would cause oil-sands companies to restart operations. It was sold at 16 cents about six months later. STORY CONTINUES BELOW ADVERTISEMENT

[kingscorpion]

Why I put this article even thou it is old Towards the bottom where CVX is mentioned also talks about CVX selling cement to oil companies and now again oil and oil companies are rebounding and I am assuming CVX should benefit selling their cement to oil companies again. I actually didn't know they sold cc to oil companies

[vinmick]

The oil and gas industry is a huge potential client for cematrix.  I know some local major oil and gas companies that have actually used cematrix.  

[kingscorpion]

Well Vin with oil prices rising and the oil companies small and big coming back to business should bode well for CVX then

[vinmick]

Their potential contract channel should for sure increase because of it.  

[Undertaker]

This post has been removed in accordance with Community Policy

[gasoholic]

Pads for storage tanks, buildings, production equipment, etc. CC is lighter than standard concrete and has an insulating value. A lot of oilfield operations are done on unstable, wet soil with high temperature gradiants.