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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (18833)	3/9/2004 9:58:59 PM
From: Spekulatius	Read Replies (3) of 78516

Portfolio update - BDK I hate buying near tops but I don't see much reason for the stock to go down. The toolmaker had good results recently and sports a low valuation, IMO: + PE around 12.5 + Strong FCF + 5 stars per S&P + beat estimates the last 4 quarters + strong market position - acquisitions - Long term growth rates small - goodwill My investment thesis is that this is a company that is operating well and the valuation has not caught up with the fundamentals. I have followed BDK for a long time here and then and the results were always very unpredictable. My hope is that the management finally has figured it out and will provide consistent results as it has during the last 2 years, which would make the current valuation appear like a bargain.

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