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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (44484)9/22/2011 12:28:05 AM
From: Spekulatius   of 78701
 
re GR, UTX - 17x EBIT that is a lot of pay for GR. I don't think it's a good deal. For one thing, the valuation looks rich, second it does not help with diversification (GR has quite a bit of military business) and third with GR aircraft engine components, UTX now competes with GR's customers.

This only works because of cheap debt financing (75% of the cost is debt financed) and it looks like all the synergies and will accredit to the seller.
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