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Strategies & Market Trends : Value Investing

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From: Spekulatius7/17/2012 11:04:01 AM
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GDI@47.7$ - bought some shares of this industrial today. Low valuation and good looking balance sheet. the recent move down was due to well regarded CEO leaving. Rumour is that the aggressive CEO was alienating the troops. CFO stays on, so I assume that the numbers are not cooked. Numbers affirmed for this quarter (CC will be in a few days) but next quarter is a different question. This is obviously a somewhat risky stock, but i believe the risk reward is good, since the valuation is very compelling.

finance.yahoo.com
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