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Author: LeKitKat Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19691  
Subject: Re: Tronox write up in Barron's Date: 7/11/2013 4:55 PM
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Always looking for diverse POVs.
Reiterating that a cyclical is best bought at the bottoming of a cycle. Never quite know when that may happen.

Dividend looks safe as they have sufficient cash after debt to pay it but not in perpetuity. Again, if the cycle for pigment does not correct, then this is a bad investment as a dividend stock since free cash flow will eventually have to cover it. The expectation is that it will recover. Maybe that's equivalent to betting on the horses. It seems a shade more reasoned than picking lucky number 8 or the big bay cuz you like the jockey's colors:)
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