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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (33844)3/19/2009 2:26:26 AM
From: Spekulatius  Read Replies (2) of 78918
 
re Industrials. I like industrials but can't get myself to buy yet. I think earnings and topline estimates are still too high. Some smaller players like SHS (a peer of PH in some areas) and ATU have really gotten clobbered with revenues shrinking 25% or more.

I think this year we look at a 20-25% topline reduction for most larger players like PH, ETN, KMT and others. Those companies depend on Capex and that is absolutely in the tank. I also think that most analysts got the trend correctly and industrials will not bottom in Y2009 for sure, perhaps in Y2010.
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