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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (48414)6/22/2012 10:31:06 AM
From: Jurgis Bekepuris  Read Replies (1) of 78748
 
Honestly, I also flipped my position. I am not very comfortable with their business with possible slowdown in Europe and China. Seems to be very much an infrastructure driven company and I am not sure how much of that is paid by country and local governments that may tighten the purse. OTOH, China could go on more rail infra spending, so it's not necessarily all bad. :)
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