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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (49701)	10/11/2012 2:16:13 AM
From: Spekulatius	Read Replies (1) of 78705

Paul, thanks for the explanation. I understand your line of thinking, although I don't agree. I do have a stock for you (MOG.A /MOG.B) that has similar or better growth than CLC (although not a filter manufacturer) but only a little more than half the PE. As far as I know, this stock has never been mentioned in this thread. The products look like they are highly engineered and the business lines should have good prospects going forward: investing.money.msn.com Personally, I don't feel like I need to have my fingers in every nook and cranny of the market, I go where the value leads me. CLC and Moog are in ver different business lines, but the financial results don't look that different. CLC trades at 20x earnings and MOG.A at 11 x. choosing between the two stocks would be an easy choice for me. Disclosure: I don't own MOG.A or MOG.B (yet).

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