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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (34833)10/31/2009 2:19:36 AM
From: Spekulatius   of 78682
 
TDW (41.15$). A fill for a first few shares on TDW. Earnings apparently did not meet expectations but on an absolute bases, they looked decent, especially considering the valuation. I would love to average down in this name some more, market conditions permitting.

I like the size, international scope, valuation (close to book, low PE). TDW should do OK over time at the current valuation.
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