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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (52961)	12/8/2013 4:51:25 PM
From: E_K_S	of 78745

Re: MDR It will take at least 3 quarters for them to work down their order book adding their new and more profitable contracts. Once they achieve that, margins should improve. I think one can get back into this stock in 3-6 months if/when they announce the new and more profitable contracts. Remember Buffet recently acquired a 6.5% interest in CBI but that business is more diversified. I also like ABB Ltd. (ABB) but at/near it's 52 wk high (@ $26.00/share) it is too high priced for me. I have little to no exposure in this sector and think that if/when any recovery expands to the rest of the world, many of these names will participate in the move. ---------------------------------------- Any opinion on UEPS? A long term value possibility or a crap shot? EKS

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