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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (52762)11/10/2013 10:11:20 PM
From: MNTNH  Read Replies (1) of 78628
 
Hi Jurgis,

Any reasons why you went for these names?
And CFX looks pricey, whats the catch?

If you like Outsider companies, maybe consider GD and/or the Liberty Group of companies?
I havent been looking at them though so my views may be outdated.

TDY has sold off many of its units hasnt it? Is it still the old high performing unit that Henry made it out to be?
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