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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (31151)	6/13/2008 11:32:44 AM
From: Paul Senior	Read Replies (2) of 78644

Grommit, I see Rllee is interested in MPW, and I've been in for a few shares myself since November. If I may ask, is there any particular reason why you have closed your MPW position now? (I see no reported negative news for this company.) ==== I'll follow you into [t]CNI[/t] now for a few shares. Numbers look very good on some measures - profit margins expanding every year for past several. OTOH, the pace of that cannot continue or those high margins maybe even be sustained. P/sales ratio compared to past years is high. OTOH, as oil prices continue to increase, rail transport becomes that much more attractive compared to transport by truck. Good times for this company apparently with decent roe. OTOH, with railroads being such a capital intensive business (imo), RR companies need those high roe numbers to make continual investments in their business. (That is, that good roe may not translate to excess money being available to shareholders.)

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