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Strategies & Market Trends : Value Investing

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To: puborectalis who wrote (37703)	5/11/2010 11:24:20 PM
From: Spekulatius	Read Replies (1) of 78747

DF, APD, MON No much positive momentum in MON right now - stock continues to make new lows: finance.yahoo.com Worse, the stock is not cheap enough for value investors to get in - I think it needs to be at around 45$ for even a GAAP player to consider the stock. DF looks pretty crappy. This is going to be a reversal to the mean play. I think the grocery stores which use milk as a loss leader will over time move to other items for promotions because over the LT price promotions loose their effectiveness. I think I'll wait a little more and see how this bases out and then go for some more. This business is not going away although the company might if their cash flows deteriorate such that they can't make their debt payments. APD - yes industrial gases area good business. I know Linde (based on Germany) well - over the years this conglomerate give up all business lines but the gas business and there is a reason for it. APD, Praxair, Air Liquide and Linde are the major players and they are all doing well over the long term.

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