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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (44476)	9/21/2011 7:22:19 PM
From: Spekulatius	of 78907

re FWLT - >>FWLT is another stock hitting a new low on avg. volume, and not the best opportunity to buy the stock. Just wondering what you guys like here. The PEG eliminates it as a value play. The dividend is below 2%, margins are low, growth rate is anemic. Just asking because I don't get it. The 13 analysts covering FWLT have price targets of $26 to $43. They're seeing something I'm missing as well.<< The company works on energy and infrastructure related projects worldwide that are sorely needed,imo. 1/3 of the market cap is net cash. Orders are rebounding and next years earnings are supposed to grow to 2$/share+. Last time I bought it at about the same price in 2010 with a crappy chart too and sold it 35$. I hope to do this again and again. I give as much of a damn about the people selling now than I did in 2010. I am also willing to buy more if it drops further. I don't claim to know the bottom and but I think I am buying close enough to make a profit. On a technical note, Infrastructure stocks have a history to dropping hard but also rebounding fast, without any catalyst i can see.

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