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Strategies & Market Trends : Value Investing
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To: Kauz who wrote (45478)11/15/2011 9:02:47 PM
From: E_K_S  Read Replies (2) of 78525
 
Hi Kauz -

Have you looked at Barnes Group, Inc. Common Stock(NYSE: B)?

Flowing 787 deliveries a dream for CT suppliers
hartfordbusiness.com
October 2, 2011
From the article:"...Bristol manufacturer Barnes Group Inc., Farmington industrial-parts maker Edac Technologies and the Hamilton Standard division of Hartford's United Technologies Corp. are among Boeing's Connecticut component subcontractors for one of the world's largest passenger airliners...".
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Here are the companies that benefit from the recent Boeing contract(s).
finance.yahoo.com

Barnes Group Inc. (B) may be a better "value" play with a PE of 14 and a much better debt profile than EDAC. Their operating margins at 9.1% and ROE at 10.09% are better than EDAC's 5.6% and 9.35% respectively.
finance.yahoo.com

I do like the play on the vendors that supply services to Boeing. UTX would be another one but it's a smaller play on Boeing because of it's size. However, UTX seems like a Buffet Buy especially with his recent GD purchases.

You do get a better dividend with UTX w/ a 2.5% yield vs B's yield of 1.5%.

Both of these companies fit my value criteria (UTX & B) so I will add to my watch list especially with Buffet's recent purchase in GD.

EKS
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