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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (50853)2/12/2013 9:29:00 AM
From: Paul Senior  Read Replies (2) of 78764
 
Industrial gas co's: I agree w/you guys. Not so much value stocks now. Good ltb&h stocks though.

I learned that after selling ARG several years ago at much lower prices than currently. Fortunately, I have kept all my few shares of APD purchased in '08 with adds in '09-'12 and mentions here along the way. Small amount of shares in total, but I'm grateful for it anyway.

Here's a recent article comparing several companies in the business, with the author making the case ARG is the best among them:

seekingalpha.com
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