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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: researchowl who wrote (37054)	3/13/2012 6:32:34 PM
From: Crossy	of 37387

re: LDL (Lydall Inc) Indeed, the quarterly looks better than expected by most. This is a nice play - part cyclical (autoparts), part not (performance materials) and with shedding their modular chiller division they are now focused on their two fields of expertise. Valuation is very low here (EV/R of around 0.30 while gross margins are improving towards the 20% range) and their future looks bright, given the non-recessionary environment. I saw broker target around $16 on the Yahoo estimate / analysis page and would tend to concur Still a value play but one that appears to be finally getting discovered by a wider audience rgrds CROSSY

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