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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (38254)	6/11/2010 2:44:16 AM
From: Paul Senior	Read Replies (2) of 78748

By the time I looked at and bought CBI, I already held shares of several other construction/infrastructure plays, and after CBI I just decided to focus in other sectors, figuring I had enough exposure. And still as of today, I'm not willing to consider a new position in the sector unless I can believe it's an absolute bargain or that its prospects are superior to a competitor position that I'm already holding. I've not looked at FWLT or MDR closely. At first scan I found no compelling reason for me to add FWLT, or to switch out from something I already have into it. Possible that FWLT will prove to be a superior stock than CBI or others; I have no opinion. In construction sector I'm holding FLR, JEC, ABB, URS, CBI, and I'll stick with these for now.

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