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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (34964)	8/25/2009 11:36:57 PM
From: Paul Senior	Read Replies (1) of 78710

Diversified Industrials: Looks like both UTX and HON have moved up a little from end of July. finance.yahoo.com Closed my ETN position today. Forward p/e of 18 is my reason. It makes the stock look too pricey for me. P/b compared to previous years though is low; p/sales is "normal" for some years, low compared to other years. 3.6% yield is okay. Overall, I'd rather be out than in. Fwiw, I'm trying to build a small position in "diversified manufacturer" Flowserve (FLS) if I can get my price. Company's stock and performance seem to be doing okay for now. Not sure I can call FLS a value stock though: p/e is relatively low (compared to itself) at 11-12. P/b is relatively high at 3x. Otoh, roe is up from past years, and d/e number seems to be coming down. Back otoh, roe has been lots lower and missing when FLS had losses in '01 (FLS being profitable in 9 of past 10 years). On the one hand, lots of inside sales recently:http://finance.yahoo.com/q/it?s=FLS Otoh, positive Zacks report out tonight: finance.yahoo.com

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