Rekindling an Old Flame

Selling a security should not automatically imply a permanent separation from that business. In fact, the relationship should be the exact opposite: You should keep aware of what's going on, since you have presumably developed valuable knowledge from your first go-around in owning it. 

With that, let's take another look at Rentech (RTK), a $500 million supplier of nitrogen fertilizer and chemical pellets. I first wrote about this company back in January 2012. At the time, shares were trading at $1.58, and I highlighted Rentech's nearly $450 million worth of marketable assets and its roughly $150 million in net cash. "In an optimistic scenario," I note in the piece, "shares could be worth closer to $3, nearly 100% above today's levels." ...249 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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