Also, clean energy solutions provider Rentech, Inc. (RTK, Financial) dropped -36.93% amidst disappointing short-term earnings. Specifically, the company posted a loss of $0.48 after analysts predicted a loss of $0.08. As long-term owners of the stock, we know the business can be relatively lumpy and are comfortable with it. We continue to believe the market misunderstands the company, it structure and its promise.
From John Rogers (Trades, Portfolio)' first quarter 2016 Ariel Discovery Fund Commentary.
