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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (56401)	12/16/2015 7:36:19 PM
From: Spekulatius	Read Replies (1) of 78744

Re WCC - my thoughts exactly. I added. Few shares as well at $41.5. I think I can live with this outlook. FWIW, MSM - which is considered strong in the metalworking tool distribution is under pressure - the valuation is not as forgiving than for WCC. KMT - a major tool manufacturer just announced a really crappy outlook, and stock is close to the lows in 2008/2009.

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