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Strategies & Market Trends : Fundamental Value Investing

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To: NikhilJog who wrote (3358)10/1/2013 2:58:49 PM
From: Sergio H  Read Replies (1) of 4720
 
Glad you agree Nik. Good to hear from you!

Zacks has some good info on AJG, which I tried to get you to look at. One angle missing from this article is that AJG is a good play on Obamacare. They offer consulting services to Co.'s in figuring out the ins and out of Obamacare. I love the margins in a consulting business.

finance.yahoo.com

BMW came out with some good numbers this morning.

BMW September U.S. sales
  • BMW ( BAMXY.PK) unit sales +8.3% to 28,874.
  • The automaker says the gain was solid considering the two less selling days in the month and points to the launch of the X5 in October.
  • Sales by brand: BMW +8.3; Mini +5.3%; BMW Motorcycles +20.9.
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