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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (44652)	9/28/2011 8:15:58 PM
From: Sergio H	Read Replies (1) of 78676

<I like that they only have 11% exposure in new orders in Europe and most of those are in Germany. So if there is a European blowup they would not get hurt too much.> For the long term investor ABB looks fine. Germany will be undergoing a massive increase in power generation capacity in 2012 and 2013 affording ABB an opportunity to parcticipate. Right now ABB seems to be swimming in tune with the general swiss market which is following the daily noise on the Europe sovereign debt issue. bloomberg.com Any thoughts on the value of the Swiss franc on ABB? There is pressure for the Swiss to lower the value to help their own economy.

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