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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (37871)1/30/2013 10:33:29 AM
From: E_K_S   of 78719
 
Hi Clownbuck -

The Linde Group (LNEGY) came up on my watch list for a contract they got for developing the build-out of the NG fields that NOBL and CNX have in the U.S. . You can buy the ADR but the company looks fairly valued at the current levels. They also own the health care unit Lincare in the U.S. that could add substantially to the group. I am looking to LNEGY to participate in the growing industrial business world wide but mainly in the U.S..

What's your value view on the company and their holdings. It looks like a conglomerate that could do well in a slow growth economy especially where there is a lot of growth in the U.S. NG infrastructure business.

Siemens Aktiengesellschaft (SI) was another conglomerate I was looking at but at the current price it is selling above my fair value target of $70.00/share.

Any opinions?

EKS
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