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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (48992)8/2/2012 8:39:11 PM
From: Sergio H  Read Replies (2) of 78670
 
GLW - numbers are good but outlook is still cloudy.

If you do a little bit of research on this thread and the other value investment thread, a lot of arguments have been posted why GLW is a stand out value Buy.
In all fairness, I have provided arguments on the contrary. Here's one.

Message 27794589

Looking at GLW now yes, management has done a wonderful job of increasing book value. And the balance sheet looks fabulous. But, I have questioned management's decision to ignore LG as a competitor in Korea and looking at it now, there's no clear explanation as to why they are building a new plant in China other than to accomodate their partner's interest.

GLW has different divisions. Specialty chemicals, enviromental, LCD and life sciences. I just read their press conference including the q and a and there's not a single catalyst other than hope that demand will pick up for any of their products from any of their divisions.

GLW announced a buyback plan and increased their div. I would be a buyer if I saw a catalyst that would indicate more demand other than to just call it a cyclical play.
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