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Strategies & Market Trends : Value Investing
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To: J Mako who wrote (45065)10/20/2011 8:59:27 PM
From: armi  Read Replies (1) of 78717
 
After you brought this to my attention,

I am starting to like WDC compared to STX. Much better purchase for a larger corporation who is cheaper ratio wise. Less debt too!

Its product is something that will ultimately become cheaper over time and there's pressure on rising rare earth metals that may cut into margins. Reducing competition helps however I would feel its less desirable to own a business that is making a product that may be phased out eventually?

Not in my buying range though, tad expensive imo. But hey, it might turn into a two bagger who knows?
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