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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/14/2014 11:00:20 AM
	of 78676

FLR/Construction sector. Upped my tracking position of Fluor a bit now. Bet on "robust oil and gas orders". Company profitable every year past ten. Okay (for me) roe. Profit margins are small though. P/e okay especially if you back out large cash component. Small dividend while waiting. Fwiw, my holdings in the sector are: AGX (first purchase 2/14) ARTW (10/13) In red. STRL (10/13) In red. MDR (6/13) In red FLR (5/12) CBI (3/10) URS (2/03) finance.yahoo.com

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