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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/30/2010 2:00:12 PM
	of 78670

CSL. With the market down today, I'll reenter CSL with a small buy. I like the relatively low p/e, rising dividends (34 years of consecutive increases. Although yield is only 2.3% though), relatively low stock price (12-mo low). Reversion-to-mean play for me. I would've believed that this heartland manufacturer of misc. industrial "stuff" would've been creamed by now by Asian competition. Doesn't appear to be so: Company's been profitable in each of last ten years. If company can do okay in today's market place, then I believe company could have a chance to do even better if/when US economy improves. Stock then could trade once again at 2x book value (and at a book value that's higher than currently) Stock now at 1.4 x stated bv. finance.yahoo.com

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