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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (44387)	9/16/2011 8:35:25 PM
From: E_K_S	Read Replies (1) of 78655

Hi NikhilJog - From what I read they are looking at something in the $20B range. Some of the analysts suggested that it would be a company that would complement their Jet engine and/or military division(s) as they see a cut back in military/Gov spending and want something to replace that cash flow. So I suspect that an acquisition would sell into the public sector (non military) but use some of the manufacturing processes from their current military driven businesses. Goodrich Corp. (GR) would provide a lot of synergies especially if they could build a subsidiary that manufactures and services the public airliner sector. Specifically, I am thinking Boeing and that new $1T contract they landed with UAL for the new 737 aircraft. It appears that it will be no value buy and they may end up paying a large premium to do such a deal. EKS

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