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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (44652)	9/29/2011 1:22:17 AM
From: J Mako	Read Replies (2) of 78704

re: ABB and CBI I read about CBI in Barron's. I took a cursory look of both of their financials. Both look worth further investigation. Thanks for the lead! CBI doesn't carry any inventories while ABB does. Interestingly, ABB has higher net margin at 8% while CBI at 5.8%. I'm wondering if because they can mark up the supplies. One thing that caught my eyes is ABB's cash conversion cycle is trending up over the years. Something needs to keep an eye on. It carries more inventories and has less outstanding trade payables than it was 5-10 years ago. Btw, I thought the prices of LNG and shale gas are correlated with oil price?

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