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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43616)	7/29/2011 7:45:19 PM
From: NikhilJog	Read Replies (1) of 78741

Hi Paul - Thanks. I think it is. Although VC is not that bad coming out of Chap 11 in Oct-10. They have Alden trying to get board seats. Additionally, i believe their JV in china might not be yet discounted in the stock price. ON the other hand, they have some ongoing litigation in Spain, the cost of which might be material to the company (according to their own SEC filing). However, you are correct. If i am betting on this industry in the medium term ( 1 to 3 yrs), I would rather go with FDML, the reasons for which I have explained in the writeup. I also posted something on ACIW and SLE that might interest you..... Nik

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