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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (15101)8/20/2002 8:28:27 AM
From: Bob Rudd  Read Replies (4) of 78715
 
SGR: Merrill cut 03 est from 2.76 to 2.50, but stands by 'worst case' est of 2.00 [If all energy projects with credit impaired entities went away]. Noted that the market may be missing that only 20% of revenues are tied to power cycle...nearly half the backlog is US gov't environmental contracts. Still strongly supportive based on valuation being at decade lows.
Sometimes an estimate drop can cause a panic drop...doubt that will occurr today, but if it does, I'll add.
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