LSB Industries, Inc. (NYSE:LXU)

CAPS Rating: 3 out of 5

A manufacturing, marketing and engineering company. Its business activities consist of the manufacture and sale of commercial and residential climate control products, chemical products for the mining, agricultural and industrial markets.

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Member Avatar TMFDeej (99.24) Submitted: 4/4/2014 4:51:22 PM : Outperform Start Price: $38.75 LXU Score: -30.45

The activist firm Starboard finally got its people onto the board at LSB. This is a bet that they will make changes that will continue to improve its share price.

Jason

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Member Avatar chris293 (86.64) Submitted: 10/30/2013 2:34:12 AM : Underperform Start Price: $35.71 LXU Score: +28.92

What does this company have going for it?

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Member Avatar tomd728 (31.10) Submitted: 9/18/2012 12:46:48 PM : Underperform Start Price: $42.15 LXU Score: +66.91

No dividend....move to real pricing has been made,
priced to perfection.

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Member Avatar TMFOrangeblood (96.81) Submitted: 11/22/2011 4:00:33 PM : Outperform Start Price: $30.90 LXU Score: -71.64

Based on my 11/22/2011 Rising Stars buy: http://www.fool.com/investing/general/2011/11/22/why-im-buying-more-of-this-rising-star.aspx

Summary:

**Diversification
LSB has two main business units, chemical (63% of year-to-date revenue) and climate control (36%). Because they serve completely separate markets, bad results in one sector likely won't devastate the company. Indeed, while climate control has slowed down because of the housing and construction markets, the chemical unit has been firing on all cylinders lately.

**Business fundamentals and Mod-8
LSB has passed my Modified Foolish 8 screen for six months running, and it was the only company to pass it in two of those months. The Mod-8 combines elements of valuation with some tough business requirements, including better than 15% return on equity over the past four quarters, as well as each of the past three fiscal years. It's a tough requirement and is one indication of outstanding management.

The company has some nice competitive advantages with each unit. With a 38% share in the geothermal market, climate control is riding the tailwinds of the geothermal "green" movement. Plus, many buyers are eligible for tax breaks by going green. And with plants located near its customers, the chemical business benefits from location advantages that allow for lower freight and distribution costs.

**Unlocking value
An analyst mentioned on the last conference call that fertilizer-related master limited partnerships, or MLPs, are trading for attractive multiples lately. These include three on U.S. exchanges: Terra Nitrogen (NYSE: TNH ) , CVR Partners (NYSE: UAN ) , and Rentech Nitrogen Partners (NYSE: RNF ) . President and COO Barry Golsen says management is open to this type of structure for the chemical unit. If it happens, this would likely unlock some shareholder value, though for now the team is just keeping an eye on the market.

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Member Avatar TMFRisingStars (22.61) Submitted: 9/15/2011 1:12:07 PM : Outperform Start Price: $36.49 LXU Score: -85.14

Here's the buy rec:
http://www.fool.com/investing/general/2011/09/15/rising-star-buy-a-diversified-small-cap-bargain.aspx

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Member Avatar jimrausch (31.32) Submitted: 9/13/2011 2:06:02 AM : Outperform Start Price: $36.90 LXU Score: -86.48

Small Cap

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Member Avatar navydog11 (< 20) Submitted: 8/19/2011 6:56:24 PM : Outperform Start Price: $33.49 LXU Score: -86.01

Purchased at $15.15 on 6/9/2010. Solid no-nonsense management team. Shows interest in stockholders with low overhead and purposely understated offices. Geothermal geothermal technology is only half of the business, but a good low carbon footprint business in any economy.

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Member Avatar mizzoushark (< 20) Submitted: 5/6/2011 4:46:48 PM : Outperform Start Price: $43.27 LXU Score: -81.68

L S B Industries (LUX) manufactures agricultural, mining and industrial chemicals and climate control products used in construction. It was at the top of the IBD chart on 5/6/2011 for stocks most bought by institutional investors today. There was a 404% increase in volume over the company's normal volume.

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Member Avatar PBallmiller (62.23) Submitted: 3/22/2011 10:39:12 PM : Outperform Start Price: $35.91 LXU Score: -73.16

Zacks Pick

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Member Avatar kevinim89 (69.76) Submitted: 2/25/2010 9:07:53 PM : Outperform Start Price: $14.32 LXU Score: +31.79

good earning

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Member Avatar drey72 (70.67) Submitted: 1/12/2010 6:10:27 PM : Outperform Start Price: $14.67 LXU Score: +31.78

If bullishbabo likes it,so do I!

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Member Avatar wooderino (87.08) Submitted: 9/22/2009 2:15:41 PM : Outperform Start Price: $16.10 LXU Score: +1.22

small-cap with strong 5 year ROE& profit margin improvement

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Member Avatar Defshark82 (47.96) Submitted: 3/21/2009 11:53:10 AM : Outperform Start Price: $9.63 LXU Score: +59.49

Geothermal Heating Pumps were highlighted in the news recently. The technology appears to be one worth watching. Company has a lot of "green" technology options. I like the potential.

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Member Avatar einniv1234 (< 20) Submitted: 2/25/2009 8:28:43 AM : Outperform Start Price: $7.53 LXU Score: +142.57

green

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Member Avatar trackgreenenergy (< 20) Submitted: 2/5/2009 3:52:46 PM : Outperform Start Price: $8.15 LXU Score: +134.92

GEO

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Member Avatar 4duhboiz (< 20) Submitted: 11/10/2008 4:50:08 PM : Outperform Start Price: $8.72 LXU Score: +125.15

yahoo finance key statistics notes 1.33M shorts last month and 0, that's ZERO as of Oct 10. Diversity of services/products. Geo-thermal with new political scene for next four years. Must admit this was an impulse buy but looks good at this entry point.

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Member Avatar newonda1 (< 20) Submitted: 11/1/2008 5:11:40 AM : Outperform Start Price: $8.10 LXU Score: +167.09

Beat down too much. There's been too much of a backlash to their report about the plant being closed down. I believe their might be a run up to their earnings and then a little bump after they release their earnings.

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Member Avatar ac83666 (83.01) Submitted: 10/15/2008 1:08:45 PM : Outperform Start Price: $9.00 LXU Score: +123.97

solid company thats been beat down to a p/e of 6.4 and they make products that are needed even in a weak economy

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Member Avatar suhsido1 (< 20) Submitted: 10/15/2008 7:38:06 AM : Outperform Start Price: $10.02 LXU Score: +94.53

Fertilizers. Tumbled too much last week. People still eat.

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Member Avatar Agwerewolf (< 20) Submitted: 9/15/2008 8:01:47 PM : Outperform Start Price: $14.95 LXU Score: +27.31

Value play!

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