LSB Industries, Inc. (NYSE:LXU)

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

Passes 3Rules screen.

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.

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

Small Cap

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.

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.

Zacks Pick

good earning

If bullishbabo likes it,so do I!

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

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.

green

GEO

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.

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.

Electrical grid problems are coming; utilities will be ramping up on alternate sources. Stock's taken a beating lately.

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

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