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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (38041)	5/27/2010 10:26:54 AM
From: Walter Bagehot	Read Replies (1) of 78751

RE: CBI Would you want LNG exposure though? I'm not particularly macro, but in this industry, I think you have to take a view on it: there are large numbers of LNG assets that are underutilised at present, since shale gas has been so successful as a new technology, that the US has raised domestic gas production. Certainly there might be demand as new power plants come online, but I'm not bullish on the infrastructure or the contractors, as the infra has tended to be overbuilt. Was it not Graham who recommended a maximum P/E of 7 for non-growth businesses?

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