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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (46774)2/29/2012 11:16:24 AM
From: Jurgis Bekepuris  Read Replies (1) of 78568
 
I took a look at historic MGDDY numbers at michelin.com (7 year summary on page 19). I see your reasoning why Michelin is not a lifetime company. Low historic ROE, low ROCE, spotty FCF.

However, I have added to my position for now.
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